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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1226
Newbridge Financial Services Group
Florida
$68K -$4.07K -57 -6%
TFO
1227
Tarbox Family Office
California
$68K -$1.43K -20 -2%
LC
1228
Lindbrook Capital
California
$68K +$3.21K +45 +5%
BEI
1229
Benjamin Edwards Inc
Missouri
$61K +$54.3K +760 +1,027%
BIA
1230
Bell Investment Advisors
California
$61K +$59.9K +839 New
CI
1231
Cordant Inc
Oregon
$59K – – –
BWM
1232
BerganKDV Wealth Management
Minnesota
$59K +$37.3K +522 +178%
TFIPS
1233
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.3K – – –
LWA
1234
Lenox Wealth Advisors
New York
$58K – – –
SWA
1235
SOA Wealth Advisors
New York
$58K +$7K +98 +14%
GFPC
1236
Global Financial Private Client
Florida
$57K – – –
FMII
1237
Farmers & Merchants Investments Inc
Nebraska
$57K -$10.8K -151 -16%
PCM
1238
Penserra Capital Management
California
$54K -$1.11M -15,481 -95%
GKWIM
1239
Gerber Kawasaki Wealth & Investment Management
California
$54K +$54.3K +761 New
EARNEST Partners
1240
EARNEST Partners
Georgia
$50K – – –
WPA
1241
West Paces Advisors
Georgia
$49.9K – – –
MPWT
1242
MassMutual Private Wealth & Trust
Connecticut
$48K +$1.21K +17 +3%
MA
1243
MCF Advisors
Kentucky
$48K +$4.64K +65 +11%
AF
1244
Arrow Financial
New York
$46K – – –
LWM
1245
Liberty Wealth Management
California
$45K +$143 +2 +0.3%
BWL
1246
Bogart Wealth LLC
Virginia
$45K +$30.3K +424 +214%
AF
1247
Advisornet Financial
Minnesota
$44K -$10K -140 -19%
BFC
1248
Bedel Financial Consulting
Indiana
$44K – – –
DOA
1249
D'Orazio & Associates
Virginia
$43K +$7.64K +107 +22%
AssetMark Inc
1250
AssetMark Inc
California
$43K +$18.6K +261 +78%