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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1226
Lenox Wealth Advisors
New York
$58K +$142 +2 +0.2%
GFPC
1227
Global Financial Private Client
Florida
$56.4K – – –
LWANC
1228
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K – – –
SL
1229
Savior LLC
Massachusetts
$55K – – –
AF
1230
Advisornet Financial
Minnesota
$54K +$212 +3 +0.4%
LWP
1231
Lumature Wealth Partners
Georgia
$52K -$6.86K -97 -12%
SWA
1232
SOA Wealth Advisors
New York
$51K -$71 -1 -0.1%
CLOS
1233
Compagnie Lombard Odier SCmA
Switzerland
$51K +$49.5K +700 New
EARNEST Partners
1234
EARNEST Partners
Georgia
$50K – – –
WPA
1235
West Paces Advisors
Georgia
$49.9K +$21.4K +302 +79%
ACA
1236
Atlas Capital Advisors
Wyoming
$47.8K +$23.6K +334 +104%
HIM
1237
Hillsdale Investment Management
Ontario, Canada
$47K – – –
MPWT
1238
MassMutual Private Wealth & Trust
Connecticut
$47K +$16.8K +238 +58%
AF
1239
Arrow Financial
New York
$46K – – –
LWM
1240
Liberty Wealth Management
California
$45K -$10.8K -152 -20%
GLLW
1241
Graves Light Lenhart Wealth
Virginia
$45K – – –
BFC
1242
Bedel Financial Consulting
Indiana
$44K – – –
MA
1243
MCF Advisors
Kentucky
$44K – – –
EFSCE
1244
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$38.7K -547 -49%
SQA
1245
Simon Quick Advisors
New Jersey
$41K – – –
CCA
1246
Column Capital Advisors
Indiana
$39K -$2.76K -39 -7%
BAM
1247
Bellevue Asset Management
Washington
$39K – – –
JPLA
1248
Joseph P. Lucia & Associates
New York
$38K – – –
IPW
1249
IronBridge Private Wealth
Texas
$37K +$71 +1 +0.2%
KPCM
1250
Kings Point Capital Management
New York
$36K +$35.4K +500 New