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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1001
Shine Investment Advisory Services
Colorado
$34K -$61.5K -1,411 -62%
LWA
1002
Lenox Wealth Advisors
New York
$32K
IFAM
1003
Institutional & Family Asset Management
Colorado
$32K +$2.7K +62 +8%
FCA
1004
FinTrust Capital Advisors
South Carolina
$31K -$21K -481 -39%
SMG
1005
Spectrum Management Group
Indiana
$30K -$14.4K -330 -31%
LWANC
1006
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K
ATC
1007
Adirondack Trust Company
New York
$29K -$8.11K -186 -21%
OIA
1008
OneDigital Investment Advisors
Kansas
$28K -$40.3K -925 -57%
PK
1009
Pflug Koory
Nebraska
$28K +$872 +20 +3%
FIA
1010
FNY Investment Advisers
New York
$28K +$26.1K +600 +600%
JCM
1011
Jacobi Capital Management
Pennsylvania
$27K
TFO
1012
Tarbox Family Office
California
$27K
SQA
1013
Simon Quick Advisors
New Jersey
$25.4K -$24.9K -571 -47%
PFBT
1014
Parkside Financial Bank & Trust
Missouri
$25K +$2.48K +57 +10%
PFGIA
1015
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$18K +413 +224%
ED
1016
Exane Derivatives
France
$23.1K -$40.1K -920 -62%
FMP
1017
Financial Management Professionals
Texas
$23K
FMII
1018
Farmers & Merchants Investments Inc
Nebraska
$23K +$1.52K +35 +7%
DAM
1019
Delta Asset Management
Tennessee
$22K
EARNEST Partners
1020
EARNEST Partners
Georgia
$22K
BFC
1021
Bedel Financial Consulting
Indiana
$22K +$3.09K +71 +15%
JPLA
1022
Joseph P. Lucia & Associates
New York
$20K -$662K -15,181 -97%
MA
1023
MCF Advisors
Kentucky
$20K +$4.36K +100 +25%
CH
1024
Canton Hathaway
Rhode Island
$18K
RAM
1025
Riggs Asset Management
Pennsylvania
$18K