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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TL
1051
TrueWealth LLC
Georgia
$58K
EFSCE
1052
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$6.44K +146 +14%
LWM
1053
Lenox Wealth Management
Ohio
$57K -$8.6K -195 -14%
OC
1054
Oakworth Capital
Alabama
$57K
PB
1055
Pinnacle Bancorp
Nebraska
$55K -$41.3K -937 -45%
BCA
1056
Berman Capital Advisors
Georgia
$55K +$10.4K +235 +25%
LWM
1057
Liberty Wealth Management
California
$53K +$1.01K +23 +2%
EP
1058
Eudaimonia Partners
Tennessee
$51K +$47.4K +1,075 New
SIAS
1059
Shine Investment Advisory Services
Colorado
$50K +$19.3K +438 +70%
BWA
1060
BDO Wealth Advisors
Florida
$49K
Capstone Investment Advisors
1061
Capstone Investment Advisors
New York
$48K -$1.07M -24,198 -96%
MCM
1062
Manchester Capital Management
Vermont
$45K
RFA
1063
Reilly Financial Advisors
California
$42K
LWA
1064
Lenox Wealth Advisors
New York
$42K +$3.53K +80 +10%
SL
1065
Savior LLC
Massachusetts
$42K +$38.7K +879 New
IFAM
1066
Institutional & Family Asset Management
Colorado
$38K -$573 -13 -2%
FHA
1067
Flagship Harbor Advisors
Massachusetts
$38K +$88 +2 +0.2%
AF
1068
Arrow Financial
New York
$37K -$13.2K -300 -28%
AA
1069
Advisory Alpha
Michigan
$37K -$7.85K -178 -19%
QAM
1070
QCI Asset Management
New York
$36K -$16.3M -369,924 -100%
LWANC
1071
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K
PFBT
1072
Parkside Financial Bank & Trust
Missouri
$36K +$7.45K +169 +28%
SMG
1073
Spectrum Management Group
Indiana
$35K
FMP
1074
Financial Management Professionals
Texas
$35K +$6.92K +157 +27%
VCP
1075
Verus Capital Partners
Arizona
$35K +$32.2K +731 New