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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1201
First PREMIER Bank
South Dakota
$112K +$35.7K +500 +49%
CWP
1202
Concord Wealth Partners
Virginia
$111K -$8.71K -122 -7%
CC
1203
Corsicana & Co
Texas
$109K – – –
CHC
1204
City Holding Co
West Virginia
$107K – – –
LF
1205
Lee Financial
Texas
$104K – – –
AFIA
1206
America First Investment Advisors
Nebraska
$103K – – –
VRM
1207
Vectors Research Management
New York
$102K – – –
PI
1208
PineBridge Investments
New York
$98K -$13.8M -192,762 -99%
MMG
1209
Monetary Management Group
Missouri
$98K – – –
GLLW
1210
Graves Light Lenhart Wealth
Virginia
$97K +$50.1K +702 +113%
PCG
1211
Private Capital Group
Connecticut
$96K +$143 +2 +0.2%
RFA
1212
Reilly Financial Advisors
California
$94K -$29.6K -415 -24%
FMB
1213
Field & Main Bank
Kentucky
$91K – – –
FA
1214
Fortis Advisors
Pennsylvania
$91K – – –
BWM
1215
Baystate Wealth Management
Massachusetts
$90K +$5.14K +72 +6%
OC
1216
Oakworth Capital
Alabama
$88K – – –
HFM
1217
Harvest Fund Management
China
$84K – – –
ONST
1218
Old North State Trust
North Carolina
$80K – – –
FF
1219
FourThought Financial
Florida
$78K -$4.79K -67 -6%
MRCM
1220
M&R Capital Management
New Jersey
$75K +$143 +2 +0.2%
CFA
1221
Carroll Financial Associates
North Carolina
$74K +$3.86K +54 +6%
ED
1222
Exane Derivatives
France
$73.1K -$10.5K -147 -13%
FGAM
1223
Financial Gravity Asset Management
Texas
$73K -$8.93K -125 -57%
DAC
1224
Dividend Assets Capital
South Carolina
$70K – – –
EWM
1225
Endurance Wealth Management
Rhode Island
$69K – – –