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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1601
Systematic Alpha Investments
New Jersey
$42.9K – – –
GC
1602
Gould Capital
Washington
$42.8K – – –
KHC
1603
Koesten Hirschmann & Crabtree
Kansas
$42K – – –
GFPC
1604
Global Financial Private Client
Florida
$41K -$108K -1,794 -70%
TWC
1605
TD Waterhouse Canada
Ontario, Canada
$40.8K +$12.1K +200 +36%
FPB
1606
First PREMIER Bank
South Dakota
$40K – – –
TCOV
1607
Trust Company of Vermont
Vermont
$39.1K +$786 +13 +2%
RCG
1608
Rock Creek Group
District of Columbia
$38.2K -$7.67K -127 -15%
EARNEST Partners
1609
EARNEST Partners
Georgia
$37.4K – – –
BWL
1610
Bogart Wealth LLC
Virginia
$37K -$60.9K -1,008 -60%
BCMLT
1611
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.7K – – –
AFIA
1612
America First Investment Advisors
Nebraska
$36.5K – – –
CAL
1613
Capital Advisors Ltd
Ohio
$35K – – –
AF
1614
Arrow Financial
New York
$34.3K – – –
BCM
1615
BluePath Capital Management
Georgia
$33.6K +$37K +612 New
SN
1616
Sittner & Nelson
Oregon
$32.5K – – –
HWA
1617
Heritage Wealth Advisors
Virginia
$32.1K -$25.1K -416 -42%
EAM
1618
Erste Asset Management
Austria
$32K – – –
BWS
1619
Buck Wealth Strategies
Colorado
$31.5K +$121 +2 +0.4%
AWM
1620
Abound Wealth Management
Tennessee
$31.3K +$2.36K +39 +7%
CWA
1621
Carolina Wealth Advisors
South Carolina
$31K – – –
NSIM
1622
North Star Investment Management
Illinois
$31K – – –
HI
1623
Hoey Investments
Pennsylvania
$30.5K -$30.2K -500 -47%
SIC
1624
SJS Investment Consulting
Ohio
$30.3K +$242 +4 +0.7%
AAP
1625
Arax Advisory Partners
Colorado
$30.3K -$42K -695 -56%