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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MF
1026
Manchester Financial
California
$142K +$17.2K +380 +16%
PR
1027
Payden & Rygel
California
$140K – – –
PB
1028
Pinnacle Bancorp
Nebraska
$139K +$8.69K +192 +8%
FPS
1029
Fieldpoint Private Securities
Connecticut
$137K +$117K +2,578 New
EP
1030
Eudaimonia Partners
Tennessee
$130K +$11.8K +260 +12%
First Horizon Advisors
1031
First Horizon Advisors
Tennessee
$128K +$2.31K +51 +2%
BCA
1032
Berman Capital Advisors
Georgia
$128K +$50.7K +1,120 +86%
VCG
1033
Vantage Consulting Group
Virginia
$127K +$108K +2,396 New
AIM
1034
Acropolis Investment Management
Missouri
$124K +$106K +2,347 New
ADIM
1035
Alpha DNA Investment Management
Maryland
$123K +$106K +2,333 New
AIM
1036
Anchor Investment Management
South Carolina
$121K -$29.4K -650 -22%
Allworth Financial
1037
Allworth Financial
California
$116K +$75.3K +1,663 +319%
VRM
1038
Vectors Research Management
New York
$108K +$68.9K +1,522 +293%
TF
1039
TimeScale Financial
Massachusetts
$107K +$317 +7 +0.3%
PAI
1040
Pittenger & Anderson Inc
Nebraska
$106K -$45.3K -1,000 -33%
FCM
1041
Firestone Capital Management
Florida
$106K – – –
SFSIG
1042
San Francisco Sentry Investment Group
California
$106K +$17.9K +396 +25%
RTC
1043
Riverview Trust Company
Washington
$105K – – –
PFBT
1044
Parkside Financial Bank & Trust
Missouri
$104K +$11.1K +246 +14%
LC
1045
Lindbrook Capital
California
$103K +$679 +15 +0.8%
CCA
1046
Childress Capital Advisors
Texas
$102K +$87.1K +1,925 New
Hills Bank & Trust
1047
Hills Bank & Trust
Iowa
$102K +$87.8K +1,939 New
DWM
1048
Defined Wealth Management
Oregon
$101K +$85.8K +1,895 New
HFM
1049
Hartford Financial Management
Connecticut
$95K – – –
GWS
1050
Glassman Wealth Services
Virginia
$94K +$10.8K +239 +16%