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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
Carroll Financial Associates
North Carolina
$145K – – –
GLI
677
Guardian Life Insurance
New York
$142K – – –
CAW
678
Cornerstone Advisors (Washington)
Washington
$141K +$36.2K +1,235 +38%
TG
679
TLP Group
Illinois
$134K -$539K -18,370 -81%
FANJ
680
Financial Architects (New Jersey)
New Jersey
$132K +$11.7K +400 +11%
LWM
681
Lenox Wealth Management
Ohio
$128K -$1.91K -65 -2%
CAM
682
Cacti Asset Management
Georgia
$126K – – –
SWA
683
Sutton Wealth Advisors
Florida
$124K +$1.17K +40 +1%
RFA
684
Reilly Financial Advisors
California
$121K -$11.7K -400 -9%
AssetMark Inc
685
AssetMark Inc
California
$118K +$3.55K +121 +3%
JIC
686
Joel Isaacson & Co
New York
$114K -$7.62K -260 -7%
JFA
687
JNBA Financial Advisors
Minnesota
$112K -$1.38M -47,191 -93%
S
688
SignatureFD
Georgia
$112K +$39.2K +1,338 +61%
GWM
689
Geneos Wealth Management
Colorado
$108K +$9.15K +312 +10%
CBOA
690
Commonwealth Bank of Australia
Australia
$103K – – –
SAMC
691
Shinko Asset Management Company
Japan
$98K – – –
QCG
692
Quadrant Capital Group
Ohio
$97K -$3.11K -106 -3%
CCS
693
Crosspoint Capital Strategies
California
$95K – – –
PR
694
Payden & Rygel
California
$83K – – –
AIM
695
Anchor Investment Management
South Carolina
$80.5K – – –
DBT
696
Dubuque Bank & Trust
Iowa
$79K – – –
PRS
697
Pinkerton Retirement Specialists
Idaho
$79K +$469 +16 +0.6%
WA
698
WealthTrust-Arizona
Arizona
$77K – – –
IWMPD
699
Integrated Wealth Management (Palm Desert)
California
$76K +$16.7K +568 +31%
SIM
700
Sonora Investment Management
Arizona
$67.9K +$27.9K +950 +79%