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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1001
Stableford Capital II
Arizona
$1.07M +$10.5K +181 +1%
WPW
1002
Waldron Private Wealth
Pennsylvania
$1.07M +$223K +3,866 +33%
IWC
1003
Integrated Wealth Concepts
Massachusetts
$1.06M -$349K -6,040 -28%
OAM
1004
Ostrum Asset Management
France
$1.06M +$371K +6,417 +72%
BLC
1005
Brown, Lisle/Cummings
Rhode Island
$1.06M -$8.66K -150 -1%
JFA
1006
JNBA Financial Advisors
Minnesota
$1.06M
NP
1007
Nilsine Partners
Colorado
$1.05M -$33.8K -585 -4%
RIA
1008
Realta Investment Advisors
Delaware
$1.05M +$101K +1,746 +13%
SWM
1009
SeaCrest Wealth Management
New York
$1.05M -$50.4K -873 -5%
NS
1010
NBC Securities
Alabama
$1.05M -$74.4K -1,289 -8%
Luther King Capital Management (LKCM)
1011
Luther King Capital Management (LKCM)
Texas
$1.04M +$875K +15,143 New
CT
1012
Caldwell Trust
Florida
$1.04M -$108K -1,872 -11%
FIM
1013
Fruth Investment Management
Texas
$1.04M -$11.6K -200 -1%
HFS
1014
Howard Financial Services
Texas
$1.04M +$4.27K +74 +0.5%
PI
1015
Parkside Investments
Illinois
$1.03M
NB
1016
Nicolet Bankshares
Wisconsin
$1.03M +$28.5K +494 +3%
BF
1017
BOK Financial
Oklahoma
$1.03M +$20.9K +362 +2%
TWA
1018
TCI Wealth Advisors
Arizona
$1.03M -$61K -1,057 -7%
GIA
1019
Gladstone Institutional Advisory
Florida
$1.02M +$267K +4,622 +45%
UCI
1020
Uncommon Cents Investing
Wisconsin
$1.02M +$10.1K +175 +1%
NCM
1021
Neumann Capital Management
California
$1.02M +$866 +15 +0.1%
CPRC
1022
Consolidated Portfolio Review Corp
New York
$1.02M -$296K -5,124 -26%
NAM
1023
NorthCrest Asset Manangement
Minnesota
$1.01M -$765K -13,250 -47%
HKIMG
1024
Hutchens & Kramer Investment Management Group
Indiana
$1.01M -$107K -1,848 -11%
NAS
1025
Nicolet Advisory Services
Wisconsin
$992K +$36K +623 +4%