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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1201
Global Financial Private Client
Florida
$50.9K – – –
FMII
1202
Farmers & Merchants Investments Inc
Nebraska
$49K – – –
LWANC
1203
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K – – –
SL
1204
Savior LLC
Massachusetts
$49K +$61 +1 +0.1%
WAM
1205
Wolverine Asset Management
Illinois
$49K +$45.9K +757 New
AF
1206
Advisornet Financial
Minnesota
$48K +$182 +3 +0.4%
SWA
1207
SOA Wealth Advisors
New York
$45K +$910 +15 +2%
EARNEST Partners
1208
EARNEST Partners
Georgia
$44K – – –
JCM
1209
Jacobi Capital Management
Pennsylvania
$44K – – –
HIM
1210
Hillsdale Investment Management
Ontario, Canada
$42K +$39.4K +650 New
GLLW
1211
Graves Light Lenhart Wealth
Virginia
$41K -$28.4K -469 -43%
AF
1212
Arrow Financial
New York
$41K – – –
LWM
1213
Liberty Wealth Management
California
$41K – – –
RFA
1214
Reilly Financial Advisors
California
$41K – – –
BFC
1215
Bedel Financial Consulting
Indiana
$39K – – –
MA
1216
MCF Advisors
Kentucky
$39K +$5.94K +98 +20%
CCA
1217
Column Capital Advisors
Indiana
$38K -$8.19K -135 -19%
SQA
1218
Simon Quick Advisors
New Jersey
$37K +$121 +2 +0.4%
SGAM
1219
Smith Group Asset Management
Texas
$36K +$4.79K +79 +17%
BAM
1220
Bellevue Asset Management
Washington
$35K – – –
JPLA
1221
Joseph P. Lucia & Associates
New York
$34K +$1.4K +23 +5%
CWA
1222
Carolina Wealth Advisors
South Carolina
$34K +$14.6K +240 +87%
IPW
1223
IronBridge Private Wealth
Texas
$33K +$121 +2 +0.4%
PAI
1224
Pittenger & Anderson Inc
Nebraska
$32K -$91K -1,500 -75%
DOA
1225
D'Orazio & Associates
Virginia
$32K +$9.82K +162 +50%