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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1051
Paradigm Asset Management
New York
$1.32M -$2.84M -33,900 -70%
FIM
1052
Fruth Investment Management
Texas
$1.32M
NB
1053
NBT Bank
New York
$1.32M +$173K +2,070 +17%
SMC
1054
Smith, Moore & Co
Missouri
$1.32M +$38.3K +457 +3%
WKWM
1055
Walter & Keenan Wealth Management
Indiana
$1.32M +$40.9K +489 +4%
UCI
1056
Uncommon Cents Investing
Wisconsin
$1.31M
TFA
1057
Tranquilli Financial Advisor
New Jersey
$1.31M +$2.18K +26 +0.2%
VA
1058
VestGen Advisors
Illinois
$1.31M +$75.6K +903 +7%
ACA
1059
Aptus Capital Advisors
Alabama
$1.31M -$36.7K -438 -3%
CFG
1060
Cooper Financial Group
California
$1.31M +$6.53K +78 +0.5%
SWP
1061
Sagespring Wealth Partners
Tennessee
$1.31M +$442K +5,277 +58%
RA
1062
RFG Advisory
Alabama
$1.3M +$280K +3,347 +31%
SRC
1063
Sage Rhino Capital
California
$1.3M +$837 +10 +0.1%
IQI
1064
Integrated Quantitative Investments
Washington
$1.29M +$1.19M +14,192 New
BTI
1065
Blue Trust Inc
Georgia
$1.29M +$266K +3,179 +29%
JSL
1066
JT Stratford LLC
Georgia
$1.29M +$154K +1,835 +15%
VAG
1067
VisionPoint Advisory Group
Texas
$1.28M -$1.55M -18,454 -57%
ICM
1068
IMS Capital Management
Oregon
$1.28M -$16.7K -199 -1%
SPC
1069
Sigma Planning Corp
Michigan
$1.27M +$35.2K +420 +3%
HW
1070
Hancock Whitney
Mississippi
$1.26M +$1.16M +13,852 New
CIA
1071
Capital Investment Advisors
Georgia
$1.26M +$490K +5,850 +73%
Grantham, Mayo, Van Otterloo & Co (GMO)
1072
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.26M -$148K -1,762 -11%
LCM
1073
Leisure Capital Management
California
$1.26M +$16.6K +198 +1%
DI
1074
Disciplined Investors
Texas
$1.26M +$3.43K +41 +0.3%
IBOK
1075
Independence Bank of Kentucky
Kentucky
$1.25M -$93.8K -1,120 -8%