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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
Executive Wealth Management
Michigan
$41K +$4.49K +103 +11%
SIC
1002
Salem Investment Counselors
North Carolina
$39K -$3.92M -89,898 -99%
SLF
1003
Sun Life Financial
Ontario, Canada
$38K -$46.2K -1,061 -53%
MCM
1004
Manchester Capital Management
Vermont
$38K – – –
FPFS
1005
First Personal Financial Services
North Carolina
$36K +$2.57K +59 +7%
SIAS
1006
Shine Investment Advisory Services
Colorado
$34K -$61.5K -1,411 -62%
LWA
1007
Lenox Wealth Advisors
New York
$32K – – –
IFAM
1008
Institutional & Family Asset Management
Colorado
$32K +$2.7K +62 +8%
FCA
1009
FinTrust Capital Advisors
South Carolina
$31K -$21K -481 -39%
SMG
1010
Spectrum Management Group
Indiana
$30K -$14.4K -330 -31%
LWANC
1011
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
ATC
1012
Adirondack Trust Company
New York
$29K -$8.11K -186 -21%
OIA
1013
OneDigital Investment Advisors
Kansas
$28K -$40.3K -925 -57%
PK
1014
Pflug Koory
Nebraska
$28K +$872 +20 +3%
FIA
1015
FNY Investment Advisers
New York
$28K +$26.1K +600 +600%
JCM
1016
Jacobi Capital Management
Pennsylvania
$27K – – –
TFO
1017
Tarbox Family Office
California
$27K – – –
SQA
1018
Simon Quick Advisors
New Jersey
$25.4K -$24.9K -571 -47%
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$25K +$2.48K +57 +10%
PFGIA
1020
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$18K +413 +224%
ED
1021
Exane Derivatives
France
$23.1K -$40.1K -920 -62%
FMP
1022
Financial Management Professionals
Texas
$23K – – –
FMII
1023
Farmers & Merchants Investments Inc
Nebraska
$23K +$1.52K +35 +7%
DAM
1024
Delta Asset Management
Tennessee
$22K – – –
EARNEST Partners
1025
EARNEST Partners
Georgia
$22K – – –