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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
1001
Farmers & Merchants Investments Inc
Nebraska
$20K +$1.07K +30 +5%
SQA
1002
Simon Quick Advisors
New Jersey
$19K -$21.5K -600 -51%
LWM
1003
Liberty Wealth Management
California
$19K -$13.6K -379 -41%
DCM
1004
Davis Capital Management
Florida
$19K
EARNEST Partners
1005
EARNEST Partners
Georgia
$19K
BFC
1006
Bedel Financial Consulting
Indiana
$19K +$967 +27 +5%
KPCM
1007
Kings Point Capital Management
New York
$18K
CCA
1008
Column Capital Advisors
Indiana
$18K +$14.3K +400 +296%
MA
1009
MCF Advisors
Kentucky
$17K
RFA
1010
Reilly Financial Advisors
California
$17K
JPLA
1011
Joseph P. Lucia & Associates
New York
$17K +$36 +1 +0.2%
AWM
1012
Apollon Wealth Management
South Carolina
$17K +$17.8K +498 New
SGAM
1013
Smith Group Asset Management
Texas
$16K -$6.78M -189,408 -100%
AP
1014
Atwood & Palmer
Missouri
$16K
BAM
1015
Bellevue Asset Management
Washington
$16K
CFO
1016
CVA Family Office
Colorado
$16K +$36 +1 +0.2%
PA
1017
Procyon Advisors
Connecticut
$16K +$1.9K +53 +13%
HFA
1018
HC Financial Advisors
California
$15K +$36 +1 +0.2%
AF
1019
Allworth Financial
California
$14K -$806K -22,509 -98%
Loomis, Sayles & Company
1020
Loomis, Sayles & Company
Massachusetts
$14K -$824 -23 -5%
AWM
1021
AllSquare Wealth Management
New York
$12K
WCG
1022
Weaver Consulting Group
California
$12K +$1.58K +44 +14%
EIM
1023
Essex Investment Management
Massachusetts
$12K +$12.2K +341 New
HCM
1024
Highlander Capital Management
New Jersey
$11K
IRC
1025
Investors Research Corp
Georgia
$10K