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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1076
Next Financial Group
Texas
$54K +$46.3K +1,023 New
FPB
1077
First PREMIER Bank
South Dakota
$53K
DAC
1078
Dividend Assets Capital
South Carolina
$51K +$43.5K +960 New
MCM
1079
Manchester Capital Management
Vermont
$50K
EI
1080
Ellevest Inc
New York
$49K +$35.9K +793 +624%
BG
1081
Bollard Group
Massachusetts
$48K
TFO
1082
Tarbox Family Office
California
$48K +$2.72K +60 +7%
DWP
1083
Destiny Wealth Partners
Florida
$47K +$39.9K +882 New
CFA
1084
Carroll Financial Associates
North Carolina
$44K
ZB
1085
Zions Bancorporation
Utah
$44K +$8.15K +180 +28%
TFIPS
1086
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.4K +$36.2K +800 New
LWA
1087
Lenox Wealth Advisors
New York
$42K
LWM
1088
Liberty Wealth Management
California
$41K +$9.51K +210 +38%
GFPC
1089
Global Financial Private Client
Florida
$40.6K +$724 +16 +2%
LWANC
1090
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K
LF
1091
Lee Financial
Texas
$40K
SL
1092
Savior LLC
Massachusetts
$40K
FMII
1093
Farmers & Merchants Investments Inc
Nebraska
$40K +$7.06K +156 +26%
AF
1094
Advisornet Financial
Minnesota
$39K +$2.13K +47 +7%
CCA
1095
Column Capital Advisors
Indiana
$38K +$8.1K +179 +33%
SWA
1096
SOA Wealth Advisors
New York
$38K +$31.1K +688 New
FCH
1097
Freestone Capital Holdings
Washington
$36K -$6.02K -133 -16%
JCM
1098
Jacobi Capital Management
Pennsylvania
$36K
EARNEST Partners
1099
EARNEST Partners
Georgia
$36K +$5.61K +124 +22%
HFM
1100
Harvest Fund Management
China
$35K +$30.4K +671 New