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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1376
SOA Wealth Advisors
New York
$73K +$69 +1 +0.1%
AFIA
1377
America First Investment Advisors
Nebraska
$72K – – –
FMB
1378
Field & Main Bank
Kentucky
$72K – – –
FA
1379
Fortis Advisors
Pennsylvania
$72K – – –
FMII
1380
Farmers & Merchants Investments Inc
Nebraska
$71K +$13.2K +190 +24%
ZB
1381
Zions Bancorporation
Utah
$71K +$14.9K +215 +28%
CHC
1382
City Holding Co
West Virginia
$70K – – –
MRCM
1383
M&R Capital Management
New Jersey
$70K +$139 +2 +0.2%
BIA
1384
Bell Investment Advisors
California
$69K +$6.87K +99 +11%
EWM
1385
Endurance Wealth Management
Rhode Island
$68K – – –
CA
1386
Crewe Advisors
Utah
$62K +$12.9K +186 +27%
KTC
1387
Kistler-Tiffany Companies
Pennsylvania
$60K +$42.7K +615 +282%
SJIA
1388
St. James Investment Advisors
New York
$59K +$19.4K +280 +52%
TFA
1389
Toth Financial Advisory
Virginia
$58K – – –
HWA
1390
HHM Wealth Advisors
Tennessee
$55K – – –
GEA
1391
Glen Eagle Advisors
New Jersey
$54.8K – – –
HCP
1392
Hexagon Capital Partners
Arkansas
$54K -$28.7K -413 -35%
BSB
1393
Bangor Savings Bank
Maine
$54K – – –
MCM
1394
MV Capital Management
Maryland
$54K +$15.3K +221 +41%
CAC
1395
Core Alternative Capital
Georgia
$52K +$3.68K +53 +8%
EARNEST Partners
1396
EARNEST Partners
Georgia
$49K – – –
MA
1397
MCF Advisors
Kentucky
$48K – – –
ANBT
1398
American National Bank & Trust
Texas
$46K +$4.3K +62 +11%
AF
1399
Arrow Financial
New York
$45K – – –
AF
1400
Advisornet Financial
Minnesota
$45K +$3.89K +56 +10%