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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
1001
Marino Stram & Associates
Massachusetts
$36K +$2.71K +60 +7%
FPFS
1002
First Personal Financial Services
North Carolina
$35K
SBL
1003
Sargent Bickham Lagudis
Colorado
$34K -$30K -664 -46%
LWA
1004
Lenox Wealth Advisors
New York
$34K
PAM
1005
Paradigm Asset Management
New York
$32.1K -$63.2K -1,400 -65%
LWANC
1006
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K
IFAM
1007
Institutional & Family Asset Management
Colorado
$32K +$2.39K +53 +8%
QT
1008
Quantamental Technologies
New York
$32K +$33.7K +746 New
GWS
1009
Glassman Wealth Services
Virginia
$31K +$7.67K +170 +31%
OHS
1010
Odey Holdings (Switzerland)
Switzerland
$30K +$31.6K +700 New
VCM
1011
Vigilant Capital Management
Maine
$29K -$7.54K -167 -20%
JCM
1012
Jacobi Capital Management
Pennsylvania
$29K
PK
1013
Pflug Koory
Nebraska
$29K
KPW
1014
Kore Private Wealth
New York
$28K -$8.53K -189 -23%
TFO
1015
Tarbox Family Office
California
$28K
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$27.4K -$1.76K -39 -6%
FC
1017
Ferris Capital
Massachusetts
$26K
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$24K -$2.48K -55 -9%
EARNEST Partners
1019
EARNEST Partners
Georgia
$24K
FMP
1020
Financial Management Professionals
Texas
$24K
AIC
1021
Ameritas Investment Company
Nebraska
$24K +$24.8K +550 New
CHP
1022
Cable Hill Partners
Oregon
$23K
DAM
1023
Delta Asset Management
Tennessee
$23K
FMII
1024
Farmers & Merchants Investments Inc
Nebraska
$23K +$3.16K +70 +15%
CI
1025
CX Institutional
Indiana
$21K +$22.2K +492 New