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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1001
Liberty Wealth Management
California
$40K -$11.6K -258 -22%
CGT
1002
Capital Guardian Trust
California
$38K +$40.6K +900 New
MSA
1003
Marino Stram & Associates
Massachusetts
$36K +$2.71K +60 +7%
FPFS
1004
First Personal Financial Services
North Carolina
$35K – – –
SBL
1005
Sargent Bickham Lagudis
Colorado
$34K -$30K -664 -46%
LWA
1006
Lenox Wealth Advisors
New York
$34K – – –
PAM
1007
Paradigm Asset Management
New York
$32.1K -$63.2K -1,400 -65%
LWANC
1008
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K – – –
IFAM
1009
Institutional & Family Asset Management
Colorado
$32K +$2.39K +53 +8%
QT
1010
Quantamental Technologies
New York
$32K +$33.7K +746 New
GWS
1011
Glassman Wealth Services
Virginia
$31K +$7.67K +170 +31%
OHS
1012
Odey Holdings (Switzerland)
Switzerland
$30K +$31.6K +700 New
VCM
1013
Vigilant Capital Management
Maine
$29K -$7.54K -167 -20%
JCM
1014
Jacobi Capital Management
Pennsylvania
$29K – – –
PK
1015
Pflug Koory
Nebraska
$29K – – –
KPW
1016
Kore Private Wealth
New York
$28K -$8.53K -189 -23%
TFO
1017
Tarbox Family Office
California
$28K – – –
MPWT
1018
MassMutual Private Wealth & Trust
Connecticut
$27.4K -$1.76K -39 -6%
FC
1019
Ferris Capital
Massachusetts
$26K – – –
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$24K -$2.48K -55 -9%
EARNEST Partners
1021
EARNEST Partners
Georgia
$24K – – –
FMP
1022
Financial Management Professionals
Texas
$24K – – –
AIC
1023
Ameritas Investment Company
Nebraska
$24K +$24.8K +550 New
CHP
1024
Cable Hill Partners
Oregon
$23K – – –
DAM
1025
Delta Asset Management
Tennessee
$23K – – –