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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1076
Financial Management Professionals
Texas
$35K +$6.92K +157 +27%
VCP
1077
Verus Capital Partners
Arizona
$35K +$32.2K +731 New
CQS
1078
Credential Qtrade Securities
$34.5K -$69.3K -1,571 -68%
CCA
1079
Catalyst Capital Advisors
New York
$33K -$154K -3,500 -83%
PK
1080
Pflug Koory
Nebraska
$33K – – –
WFMPM
1081
Woodley Farra Manion Portfolio Management
Indiana
$33K +$30.9K +700 New
JCM
1082
Jacobi Capital Management
Pennsylvania
$32K – – –
TFO
1083
Tarbox Family Office
California
$32K +$970 +22 +3%
PGAM
1084
Princeton Global Asset Management
New Jersey
$31K +$29.2K +662 New
WPA
1085
West Paces Advisors
Georgia
$30.1K – – –
VRM
1086
Vectors Research Management
New York
$29K +$22K +500 +420%
WEC
1087
Winslow Evans & Crocker
Massachusetts
$28K +$11.3K +256 +78%
EARNEST Partners
1088
EARNEST Partners
Georgia
$27K – – –
FMII
1089
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
BFC
1090
Bedel Financial Consulting
Indiana
$26K – – –
EWP
1091
Engrave Wealth Partners
Texas
$25K +$24K +544 New
MA
1092
MCF Advisors
Kentucky
$24K – – –
JPLA
1093
Joseph P. Lucia & Associates
New York
$24K +$44 +1 +0.2%
VCM
1094
Vigilant Capital Management
Maine
$24K +$22K +500 New
CCA
1095
Column Capital Advisors
Indiana
$24K +$22.9K +520 New
FPS
1096
Fieldpoint Private Securities
Connecticut
$23K -$17.4K -395 -45%
LWM
1097
Lionsbridge Wealth Management
Florida
$23K +$22K +500 New
SBL
1098
Sargent Bickham Lagudis
Colorado
$21K +$838 +19 +5%
BCI
1099
Brinker Capital Investments
Pennsylvania
$20K +$749 +17 +4%
ATC
1100
Adirondack Trust Company
New York
$19K -$6.3K -143 -25%