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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
1001
Winslow Evans & Crocker
Massachusetts
$21K -$36 -1 -0.2%
BL
1002
Balentine LLC
Georgia
$21K +$8.13K +227 +58%
FMII
1003
Farmers & Merchants Investments Inc
Nebraska
$20K +$1.07K +30 +5%
SQA
1004
Simon Quick Advisors
New Jersey
$19K -$21.5K -600 -51%
LWM
1005
Liberty Wealth Management
California
$19K -$13.6K -379 -41%
DCM
1006
Davis Capital Management
Florida
$19K – – –
EARNEST Partners
1007
EARNEST Partners
Georgia
$19K – – –
BFC
1008
Bedel Financial Consulting
Indiana
$19K +$967 +27 +5%
KPCM
1009
Kings Point Capital Management
New York
$18K – – –
CCA
1010
Column Capital Advisors
Indiana
$18K +$14.3K +400 +296%
MA
1011
MCF Advisors
Kentucky
$17K – – –
RFA
1012
Reilly Financial Advisors
California
$17K – – –
JPLA
1013
Joseph P. Lucia & Associates
New York
$17K +$36 +1 +0.2%
AWM
1014
Apollon Wealth Management
South Carolina
$17K +$17.8K +498 New
SGAM
1015
Smith Group Asset Management
Texas
$16K -$6.78M -189,408 -100%
AP
1016
Atwood & Palmer
Missouri
$16K – – –
BAM
1017
Bellevue Asset Management
Washington
$16K – – –
CFO
1018
CVA Family Office
Colorado
$16K +$36 +1 +0.2%
PA
1019
Procyon Advisors
Connecticut
$16K +$1.9K +53 +13%
HFA
1020
HC Financial Advisors
California
$15K +$36 +1 +0.2%
AF
1021
Allworth Financial
California
$14K -$806K -22,509 -98%
Loomis, Sayles & Company
1022
Loomis, Sayles & Company
Massachusetts
$14K -$824 -23 -5%
AWM
1023
AllSquare Wealth Management
New York
$12K – – –
WCG
1024
Weaver Consulting Group
California
$12K +$1.58K +44 +14%
EIM
1025
Essex Investment Management
Massachusetts
$12K +$12.2K +341 New