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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
Perigon Wealth Management
California
$328K – – –
SSA
602
Schonfeld Strategic Advisors
New York
$326K -$1.36M -46,234 -82%
MWM
603
Mission Wealth Management
California
$324K – – –
CIA
604
Capital Investment Advisors
Georgia
$324K +$440 +15 +0.1%
LBG
605
Lloyds Banking Group
United Kingdom
$321K -$76.7K -2,617 -20%
RW
606
Rand Wealth
Maryland
$320K – – –
TW
607
Transform Wealth
Colorado
$320K – – –
CA
608
Capital Advantage
California
$318K +$295K +10,063 New
WAM
609
Wealthspire Advisors (Maryland)
Maryland
$314K +$85.4K +2,911 +41%
VIA
610
Virtus Investment Advisers
Connecticut
$314K +$291K +9,932 New
CL
611
CPWM LLC
Washington
$311K – – –
PI
612
Pettee Investors
Connecticut
$310K – – –
Los Angeles Capital Management
613
Los Angeles Capital Management
California
$309K -$68.9K -2,350 -19%
WS
614
Wedbush Securities
California
$308K +$286K +9,746 New
BDF
615
Balasa Dinverno & Foltz
$303K – – –
GEM
616
Global Endowment Management
North Carolina
$298K +$277K +9,460 New
BCM
617
BTR Capital Management
California
$294K -$29.3K -1,000 -10%
BB
618
Busey Bank
Illinois
$294K +$5.98K +204 +2%
DI
619
Diligent Investors
California
$286K -$44K -1,500 -14%
CAN
620
Cetera Advisor Networks
California
$286K +$266K +9,072 New
CCA
621
Checchi Capital Advisers
California
$281K +$997 +34 +0.4%
MAM
622
Marquette Asset Management
Minnesota
$280K – – –
BFM
623
Boothbay Fund Management
New York
$279K +$259K +8,828 New
LWAC
624
Laurel Wealth Advisors (California)
California
$279K +$259K +8,828 New
HCMT
625
Highland Capital Management (Tennessee)
Tennessee
$277K – – –