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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1126
Legacy Financial Advisors
Kentucky
$1.3M -$127K -1,295 -9%
EFS
1127
Essex Financial Services
Connecticut
$1.3M +$99.4K +1,014 +8%
AFP
1128
Ausdal Financial Partners
Iowa
$1.3M +$14.2K +145 +1%
SFFS
1129
Stonehage Fleming Financial Services
Jersey
$1.3M +$1.36M +13,816 New
BJF
1130
Blue Jean Financial
New York
$1.3M -$36.8K -375 -3%
HWA
1131
HCR Wealth Advisors
California
$1.29M -$7.26K -74 -0.5%
AC
1132
Avestar Capital
New York
$1.28M +$65.2K +665 +5%
DAM
1133
Directional Asset Management
Illinois
$1.27M -$53.4K -544 -4%
IP
1134
Indivisible Partners
Florida
$1.27M -$64.5K -658 -5%
PAM
1135
Paradigm Asset Management
New York
$1.27M
NHC
1136
Nicholas Hoffman & Company
Georgia
$1.27M -$262K -2,675 -17%
PMSA
1137
Patrick M. Sweeney & Associates
Illinois
$1.27M +$5K +51 +0.4%
CFP
1138
Catalyst Financial Partners
Massachusetts
$1.27M +$12.3K +125 +0.9%
LCM
1139
Leisure Capital Management
California
$1.26M -$19K -194 -1%
HR
1140
Hardy Reed
Mississippi
$1.26M +$29.6K +302 +2%
CPA
1141
Capital Planning Advisors
California
$1.26M -$34.4K -351 -3%
BW
1142
BIP Wealth
Georgia
$1.25M +$59.7K +609 +5%
SLI
1143
Sumitomo Life Insurance
Japan
$1.25M +$28.4K +290 +2%
CFB
1144
Cullen/Frost Bankers
Texas
$1.25M +$116K +1,183 +10%
PIA
1145
Panoramic Investment Advisors
Colorado
$1.24M -$9.81K -100 -0.8%
SFS
1146
Sowell Financial Services
Arkansas
$1.24M -$78.1K -796 -6%
WETS
1147
Wealth Enhancement Trust Services
South Dakota
$1.23M -$1.08K -11 -0.1%
T. Rowe Price Investment Management
1148
T. Rowe Price Investment Management
Maryland
$1.23M +$554K +5,651 +76%
FSA
1149
Franklin Street Advisors
North Carolina
$1.22M -$5.59K -57 -0.4%
PAM
1150
PVG Asset Management
Colorado
$1.22M +$1.09M +11,087 +471%