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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1151
Fagan Associates
New York
$205K -$70.8K -1,000 -26%
MFGM
1152
Marshall Financial Group (Maryland)
Maryland
$205K -$21.9K -310 -10%
VAM
1153
Verity Asset Management
North Carolina
$205K +$199K +2,811 New
PA
1154
Probity Advisors
Texas
$205K +$199K +2,812 New
FQ
1155
First Quadrant
California
$204K – – –
HIA
1156
Harbor Investment Advisory
Maryland
$204K – – –
AO
1157
Advisor OS
Illinois
$204K +$197K +2,790 New
Fisher Asset Management
1158
Fisher Asset Management
Washington
$204K +$198K +2,801 New
CRC
1159
Curi RMB Capital
Illinois
$204K +$199K +2,808 New
SWA
1160
SFMG Wealth Advisors
Texas
$202K +$196K +2,771 New
JFA
1161
Johanson Financial Advisors
California
$202K +$202K +2,861 New
TFA
1162
Tranquilli Financial Advisor
New Jersey
$201K +$196K +2,765 New
PB
1163
Pinnacle Bancorp
Nebraska
$190K – – –
PAI
1164
Pittenger & Anderson Inc
Nebraska
$182K +$142K +2,000 +404%
AIM
1165
Acropolis Investment Management
Missouri
$171K – – –
GAM
1166
GVO Asset Management
Switzerland
$167K – – –
AIM
1167
Anchor Investment Management
South Carolina
$167K – – –
PFBT
1168
Parkside Financial Bank & Trust
Missouri
$160K +$11.1K +157 +8%
LWCFA
1169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K +$153K +2,168 New
EW
1170
Evoke Wealth
California
$156K -$1.49K -21 -1%
GRP
1171
Global Retirement Partners
California
$149K +$6.51K +92 +5%
TF
1172
TimeScale Financial
Massachusetts
$148K +$354 +5 +0.2%
CFD
1173
Creative Financial Designs
Indiana
$148K +$42.5K +600 +42%
FCM
1174
Firestone Capital Management
Florida
$146K – – –
SFSIG
1175
San Francisco Sentry Investment Group
California
$144K -$708 -10 -0.5%