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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
576
Stratos Wealth Partners
Ohio
$309K +$91.9K +3,484 +46%
TWA
577
TCI Wealth Advisors
Arizona
$307K +$11.7K +442 +4%
PWM
578
Perigon Wealth Management
California
$305K – – –
AIM
579
Aspen Investment Management
Michigan
$301K -$3.96K -150 -1%
Twin Tree Management
580
Twin Tree Management
Texas
$301K +$65.9K +2,496 +30%
DI
581
Diligent Investors
California
$295K -$10.6K -400 -4%
BCM
582
BTR Capital Management
California
$292K -$12.9K -490 -4%
MWM
583
Mission Wealth Management
California
$288K -$4.78K -181 -2%
DIA
584
Davidson Investment Advisors
Montana
$288K +$71.3K +2,700 +36%
OHS
585
Odey Holdings (Switzerland)
Switzerland
$286K -$132K -4,984 -33%
CIA
586
Capital Investment Advisors
Georgia
$286K +$4.06K +154 +2%
RW
587
Rand Wealth
Maryland
$284K – – –
LH
588
Lebenthal Holdings
New York
$283K +$266K +10,089 New
B
589
Barings
North Carolina
$281K +$50.1K +1,900 +23%
CS
590
Comerica Securities
Michigan
$281K +$265K +10,043 New
CCM
591
Coe Capital Management
Illinois
$280K – – –
WB
592
WesBanco Bank
West Virginia
$278K +$32.5K +1,230 +14%
NFG
593
Next Financial Group
Texas
$277K +$660 +25 +0.3%
HBT
594
Hills Bank & Trust
Iowa
$277K +$260K +9,861 New
Toronto Dominion Bank
595
Toronto Dominion Bank
Ontario, Canada
$275K -$728K -27,590 -74%
RCM
596
Reynolds Capital Management
Nevada
$275K +$259K +9,800 New
Janney Montgomery Scott
597
Janney Montgomery Scott
Pennsylvania
$258K +$30.4K +1,151 +14%
MYLI
598
Meiji Yasuda Life Insurance
Japan
$258K +$243K +9,200 New
BB
599
Busey Bank
Illinois
$255K – – –
CIA
600
Choate Investment Advisors
Massachusetts
$252K +$238K +9,000 New