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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NL
1301
NWAM LLC
Washington
$200K +$192K +2,379 New
Credit Agricole
1302
Credit Agricole
France
$191K -$1.03M -12,676 -85%
LSA
1303
Leonteq Securities AG
Switzerland
$186K -$215K -2,659 -55%
TFP
1304
Tilia Fiduciary Partners
North Carolina
$182K +$175K +2,163 New
HIA
1305
Harbor Investment Advisory
Maryland
$176K -$58K -717 -26%
DMBA
1306
Deseret Mutual Benefit Administrators
Utah
$175K -$22K -272 -12%
VRM
1307
Vectors Research Management
New York
$174K +$53.8K +665 +48%
TF
1308
TimeScale Financial
Massachusetts
$171K +$404 +5 +0.2%
FMP
1309
Financial Management Professionals
Texas
$167K +$34.3K +424 +27%
RTC
1310
Riverview Trust Company
Washington
$166K – – –
GWS
1311
Glassman Wealth Services
Virginia
$163K -$8.9K -110 -5%
LWCFA
1312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K -$2.99K -37 -2%
FWM
1313
Focused Wealth Management
New York
$160K – – –
CFGS
1314
Concourse Financial Group Securities
Alabama
$156K -$566 -7 -0.4%
HBT
1315
Hills Bank & Trust
Iowa
$156K – – –
HFM
1316
Hartford Financial Management
Connecticut
$151K -$3.4K -42 -2%
ZB
1317
Zions Bancorporation
Utah
$150K +$6.55K +81 +5%
OIA
1318
Optimum Investment Advisors
Illinois
$148K – – –
RPCONE
1319
Retirement Planning Company of New England
Rhode Island
$145K +$140K +1,729 New
LS
1320
Leelyn Smith
Illinois
$142K -$12.9K -160 -9%
CWP
1321
Concord Wealth Partners
Virginia
$142K +$13.8K +171 +11%
BEI
1322
Benjamin Edwards Inc
Missouri
$142K +$69.3K +857 +103%
HFS
1323
Hantz Financial Services
Michigan
$141K -$13.3K -165 -9%
DAM
1324
Delta Asset Management
Tennessee
$141K – – –
CCC
1325
Crescent Capital Consulting
Louisiana
$133K – – –