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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1526
TFC Financial Management
Massachusetts
$48.8K – – –
FMB
1527
Field & Main Bank
Kentucky
$47.1K -$7.32K -100 -10%
SS
1528
Sunbelt Securities
Texas
$46.9K +$65.4K +893 New
MIA
1529
Milestone Investment Advisors
Wisconsin
$46.5K +$65K +888 New
KHC
1530
Koesten Hirschmann & Crabtree
Kansas
$45.6K -$7.76K -106 -11%
RWPA
1531
Richard W. Paul & Associates
Michigan
$45.6K – – –
BIA
1532
Bell Investment Advisors
California
$45K -$14.8K -202 -19%
RG
1533
Retirement Group
California
$44K +$62.2K +849 New
ETH
1534
Exos TFP Holdings
New York
$42.6K +$37.2K +508 +167%
GC
1535
Gould Capital
Washington
$41.9K +$14.6K +200 +33%
ADL
1536
Asset Dedication LLC
California
$41K +$23K +314 +65%
SAI
1537
Systematic Alpha Investments
New Jersey
$40.9K -$814K -11,120 -93%
FCG
1538
Financial Connections Group
California
$40K – – –
BSB
1539
Bangor Savings Bank
Maine
$39.3K – – –
TCA
1540
Trifecta Capital Advisors
Illinois
$38.3K +$47.6K +650 +793%
CFO
1541
CVA Family Office
Colorado
$38.1K +$6.52K +89 +14%
FPB
1542
First PREMIER Bank
South Dakota
$38K – – –
NFSG
1543
Newbridge Financial Services Group
Florida
$36.3K +$21.9K +299 +76%
EARNEST Partners
1544
EARNEST Partners
Georgia
$35.7K – – –
Larson Financial Group
1545
Larson Financial Group
Missouri
$34.7K +$32.1K +438 +195%
PPC
1546
Park Place Capital
Alabama
$34.6K -$288K -3,927 -86%
HBW
1547
Hazlett, Burt & Watson
West Virginia
$34K +$47.8K +653 New
ANBT
1548
American National Bank & Trust
Texas
$33.6K – – –
TCOV
1549
Trust Company of Vermont
Vermont
$33.6K +$43.9K +600 +1,463%
AF
1550
Arrow Financial
New York
$32.7K – – –