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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
976
Parkside Financial Bank & Trust
Missouri
$27K +$1.13K +27 +4%
AF
977
Arrow Financial
New York
$26K – – –
Benjamin F. Edwards & Company
978
Benjamin F. Edwards & Company
Missouri
$25K -$102K -2,432 -76%
O'Shaughnessy Asset Management
979
O'Shaughnessy Asset Management
Connecticut
$25K -$45K -1,073 -59%
SL
980
Savior LLC
Massachusetts
$25K -$5.5K -131 -15%
LWANC
981
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
CX Institutional
982
CX Institutional
Indiana
$25K +$16.4K +390 +110%
GFPC
983
Global Financial Private Client
Florida
$24.7K +$31.5K +750 New
AF
984
Advisornet Financial
Minnesota
$24K -$25.3K -604 -46%
SMG
985
Spectrum Management Group
Indiana
$24K -$1.72K -41 -6%
WFMPM
986
Woodley Farra Manion Portfolio Management
Indiana
$24K – – –
JCM
987
Jacobi Capital Management
Pennsylvania
$23K – – –
PK
988
Pflug Koory
Nebraska
$23K – – –
TL
989
TrueWealth LLC
Georgia
$22K -$23.2K -554 -46%
WEC
990
Winslow Evans & Crocker
Massachusetts
$22K +$1.34K +32 +5%
TFA
991
Toth Financial Advisory
Virginia
$22K +$21K +500 +323%
PHK
992
Point72 Hong Kong
Hong Kong
$22K +$27.3K +651 New
VRM
993
Vectors Research Management
New York
$21K – – –
IFAM
994
Institutional & Family Asset Management
Colorado
$20K -$8.6K -205 -26%
EARNEST Partners
995
EARNEST Partners
Georgia
$19K – – –
Farmers & Merchants Investments Inc
996
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
DCM
997
Davis Capital Management
Florida
$19K +$23.4K +558 New
KPCM
998
Kings Point Capital Management
New York
$18K -$355K -8,460 -94%
BFC
999
Bedel Financial Consulting
Indiana
$18K – – –
RFA
1000
Reilly Financial Advisors
California
$17K -$15.9K -380 -43%