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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
601
Capital Investment Advisors
Georgia
$324K +$440 +15 +0.1%
LBG
602
Lloyds Banking Group
United Kingdom
$321K -$76.7K -2,617 -20%
RW
603
Rand Wealth
Maryland
$320K
TW
604
Transform Wealth
Colorado
$320K
CA
605
Capital Advantage
California
$318K +$295K +10,063 New
WAM
606
Wealthspire Advisors (Maryland)
Maryland
$314K +$85.4K +2,911 +41%
VIA
607
Virtus Investment Advisers
Connecticut
$314K +$291K +9,932 New
CL
608
CPWM LLC
Washington
$311K
PI
609
Pettee Investors
Connecticut
$310K
Los Angeles Capital Management
610
Los Angeles Capital Management
California
$309K -$68.9K -2,350 -19%
WS
611
Wedbush Securities
California
$308K +$286K +9,746 New
BDF
612
Balasa Dinverno & Foltz
$303K
GEM
613
Global Endowment Management
North Carolina
$298K +$277K +9,460 New
BCM
614
BTR Capital Management
California
$294K -$29.3K -1,000 -10%
BB
615
Busey Bank
Illinois
$294K +$5.98K +204 +2%
DI
616
Diligent Investors
California
$286K -$44K -1,500 -14%
CAN
617
Cetera Advisor Networks
California
$286K +$266K +9,072 New
CCA
618
Checchi Capital Advisers
California
$281K +$997 +34 +0.4%
MAM
619
Marquette Asset Management
Minnesota
$280K
BFM
620
Boothbay Fund Management
New York
$279K +$259K +8,828 New
LWAC
621
Laurel Wealth Advisors (California)
California
$279K +$259K +8,828 New
HCMT
622
Highland Capital Management (Tennessee)
Tennessee
$277K
ARTA
623
A.R.T. Advisors
New York
$277K +$258K +8,800 New
CA
624
Cetera Advisors
Colorado
$273K
WB
625
WesBanco Bank
West Virginia
$264K