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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RE
1026
RBC Europe
United Kingdom
$88.7K
HFM
1027
Hartford Financial Management
Connecticut
$86K
OSAM
1028
O'Shaughnessy Asset Management
Connecticut
$86K +$80K +1,815 New
SQA
1029
Simon Quick Advisors
New Jersey
$85K +$49.4K +1,120 +168%
KPW
1030
Kore Private Wealth
New York
$85K +$79K +1,793 New
AWA
1031
Arkadios Wealth Advisors
Georgia
$84K +$78.3K +1,777 New
FCM
1032
Firestone Capital Management
Florida
$83K +$77.1K +1,750 New
PFGIA
1033
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$220 -5 -0.3%
DAM
1034
Delta Asset Management
Tennessee
$78K
MIFH
1035
Migdal Insurance & Financial Holdings
Israel
$72K -$29.9K -679 -31%
GRP
1036
Global Retirement Partners
California
$72K +$3.53K +80 +6%
BCM
1037
Blume Capital Management
California
$69K -$1.76K -40 -3%
LC
1038
Lindbrook Capital
California
$67K -$58.9K -1,336 -48%
BWA
1039
Burt Wealth Advisors
Maryland
$67K
BWM
1040
Baystate Wealth Management
Massachusetts
$64K -$4.28K -97 -7%
MMG
1041
Monetary Management Group
Missouri
$64K
GWS
1042
Glassman Wealth Services
Virginia
$64K +$17.1K +389 +41%
Pacer Advisors
1043
Pacer Advisors
Pennsylvania
$63K -$5.57M -126,279 -99%
FPB
1044
First PREMIER Bank
South Dakota
$63K
AF
1045
Advisornet Financial
Minnesota
$63K +$19.2K +435 +49%
MRCM
1046
M&R Capital Management
New Jersey
$61K +$132 +3 +0.2%
FMB
1047
Field & Main Bank
Kentucky
$60K
FCA
1048
FinTrust Capital Advisors
South Carolina
$59K +$24.4K +553 +81%
CHC
1049
City Holding Co
West Virginia
$58K
OIA
1050
Optimum Investment Advisors
Illinois
$58K