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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1026
Capital Bank & Trust
California
$98K -$1.98K -45 -2%
SIC
1027
Salem Investment Counselors
North Carolina
$90K +$40.8K +925 +96%
RE
1028
RBC Europe
United Kingdom
$88.7K – – –
HFM
1029
Hartford Financial Management
Connecticut
$86K – – –
OSAM
1030
O'Shaughnessy Asset Management
Connecticut
$86K +$80K +1,815 New
SQA
1031
Simon Quick Advisors
New Jersey
$85K +$49.4K +1,120 +168%
KPW
1032
Kore Private Wealth
New York
$85K +$79K +1,793 New
AWA
1033
Arkadios Wealth Advisors
Georgia
$84K +$78.3K +1,777 New
FCM
1034
Firestone Capital Management
Florida
$83K +$77.1K +1,750 New
PFGIA
1035
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$220 -5 -0.3%
DAM
1036
Delta Asset Management
Tennessee
$78K – – –
MIFH
1037
Migdal Insurance & Financial Holdings
Israel
$72K -$29.9K -679 -31%
GRP
1038
Global Retirement Partners
California
$72K +$3.53K +80 +6%
BCM
1039
Blume Capital Management
California
$69K -$1.76K -40 -3%
LC
1040
Lindbrook Capital
California
$67K -$58.9K -1,336 -48%
BWA
1041
Burt Wealth Advisors
Maryland
$67K – – –
BWM
1042
Baystate Wealth Management
Massachusetts
$64K -$4.28K -97 -7%
MMG
1043
Monetary Management Group
Missouri
$64K – – –
GWS
1044
Glassman Wealth Services
Virginia
$64K +$17.1K +389 +41%
Pacer Advisors
1045
Pacer Advisors
Pennsylvania
$63K -$5.57M -126,279 -99%
FPB
1046
First PREMIER Bank
South Dakota
$63K – – –
AF
1047
Advisornet Financial
Minnesota
$63K +$19.2K +435 +49%
MRCM
1048
M&R Capital Management
New Jersey
$61K +$132 +3 +0.2%
FMB
1049
Field & Main Bank
Kentucky
$60K – – –
FCA
1050
FinTrust Capital Advisors
South Carolina
$59K +$24.4K +553 +81%