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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
1351
MassMutual Private Wealth & Trust
Connecticut
$60K +$1.17K +17 +2%
TCWM
1352
Total Clarity Wealth Management
Illinois
$57K +$62.8K +910 New
BMD
1353
Better Money Decisions
New Mexico
$55K +$59.7K +866 New
BIA
1354
Bell Investment Advisors
California
$55K +$59.8K +867 New
TFA
1355
Toth Financial Advisory
Virginia
$51K +$45.2K +655 +423%
FMII
1356
Farmers & Merchants Investments Inc
Nebraska
$50K +$1.03K +15 +2%
GFPC
1357
Global Financial Private Client
Florida
$49K -$51.9K -753 -50%
GEA
1358
Glen Eagle Advisors
New Jersey
$48.1K
ZB
1359
Zions Bancorporation
Utah
$48K -$78.1K -1,132 -60%
HWA
1360
HHM Wealth Advisors
Tennessee
$48K +$4.14K +60 +9%
BSB
1361
Bangor Savings Bank
Maine
$47K +$51.7K +750 New
DWP
1362
Destiny Wealth Partners
Florida
$45K +$17K +246 +53%
EARNEST Partners
1363
EARNEST Partners
Georgia
$43K
CA
1364
Crewe Advisors
Utah
$43K +$46.7K +677 New
CAC
1365
Core Alternative Capital
Georgia
$42K -$552 -8 -1%
MA
1366
MCF Advisors
Kentucky
$42K
AF
1367
Arrow Financial
New York
$39K
GLLW
1368
Graves Light Lenhart Wealth
Virginia
$39K
1IA
1369
1834 Investment Advisors
Wisconsin
$39K +$42.2K +612 New
GC
1370
Gould Capital
Washington
$38K
ANBT
1371
American National Bank & Trust
Texas
$37K
Nomura Holdings
1372
Nomura Holdings
Japan
$36K -$965K -13,990 -96%
AF
1373
Advisornet Financial
Minnesota
$36K -$2.83K -41 -7%
TWC
1374
TD Waterhouse Canada
Ontario, Canada
$35.8K
NSIM
1375
North Star Investment Management
Illinois
$35K