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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FA
751
Fortis Advisors
Pennsylvania
$396K – – –
AR
752
Advisory Research
Illinois
$394K +$163K +3,040 +68%
STA
753
Summit Trail Advisors
New York
$392K +$21K +391 +6%
DBRC
754
D.B. Root & Company
Pennsylvania
$390K +$400K +7,463 New
VNA
755
Valley National Advisers
Pennsylvania
$389K +$53.6K +1,001 +16%
CIA
756
Choate Investment Advisors
Massachusetts
$388K +$72.6K +1,355 +22%
SAM
757
Silvercrest Asset Management
New York
$387K -$77.2K -1,440 -16%
APA
758
American Portfolios Advisors
New York
$386K +$46.9K +876 +13%
SWP
759
Stratos Wealth Partners
Ohio
$381K +$33.8K +630 +9%
CA
760
Capital Advantage
California
$380K +$107 +2 +0%
CS
761
Credential Securities
$378K +$16.9K +316 +5%
WB
762
WesBanco Bank
West Virginia
$378K – – –
DI
763
Diligent Investors
California
$371K – – –
GIP
764
Greatmark Investment Partners
Georgia
$366K – – –
OCG
765
Opus Capital Group
Ohio
$366K – – –
WAS
766
WESPAC Advisors SoCal
California
$365K +$16.1K +300 +4%
PAM
767
Palisade Asset Management
Minnesota
$363K – – –
Luther King Capital Management (LKCM)
768
Luther King Capital Management (LKCM)
Texas
$360K -$129K -2,400 -26%
BAM
769
Belpointe Asset Management
Nevada
$358K -$68.6K -1,280 -16%
MCC
770
Malaga Cove Capital
California
$357K – – –
KA
771
Klingman & Associates
New York
$351K -$226K -4,221 -39%
EWM
772
Evermay Wealth Management
Virginia
$346K +$59K +1,100 +20%
CAN
773
Cetera Advisor Networks
California
$345K -$26K -486 -7%
GCMG
774
Gyroscope Capital Management Group
Florida
$343K +$83.2K +1,553 +31%
FMLI
775
Fukoku Mutual Life Insurance
Japan
$342K – – –