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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
751
West Oak Capital
California
$2.62M -$90.3K -1,150 -3%
CCWM
752
Correct Capital Wealth Management
Missouri
$2.62M +$178K +2,269 +7%
JGC
753
J. Goldman & Co
New York
$2.62M +$2.62M +33,428 New
IFG Advisory
754
IFG Advisory
Georgia
$2.6M -$8.79K -112 -0.3%
Quadrant Capital Group
755
Quadrant Capital Group
Ohio
$2.6M +$1.31M +16,701 +101%
Vestcor Inc
756
Vestcor Inc
New Brunswick, Canada
$2.6M +$293K +3,728 +13%
GM Advisory Group
757
GM Advisory Group
New York
$2.55M +$927K +11,812 +57%
Resonant Capital Advisors
758
Resonant Capital Advisors
Wisconsin
$2.54M +$549 +7 +0%
VisionPoint Advisory Group
759
VisionPoint Advisory Group
Texas
$2.54M +$912K +11,625 +56%
Sterling Investment Advisors (Pennsylvania)
760
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.54M -$94.9K -1,209 -4%
KA
761
Kozak & Associates
Colorado
$2.53M -$99.3K -1,265 -4%
Beacon Financial Group
762
Beacon Financial Group
Texas
$2.53M -$10.9K -139 -0.4%
SSI
763
Scott & Selber Inc
Texas
$2.51M +$4.32K +55 +0.2%
Twin Tree Management
764
Twin Tree Management
Texas
$2.51M -$20.8M -264,788 -89%
Kintegral Advisory
765
Kintegral Advisory
New York
$2.5M -$8.4K -107 -0.3%
SWA
766
Strata Wealth Advisors
Texas
$2.49M -$84.5K -1,077 -3%
AIM
767
Aigen Investment Management
New York
$2.46M -$151K -1,923 -6%
Silvercrest Asset Management
768
Silvercrest Asset Management
New York
$2.46M +$38.8K +494 +2%
BFS
769
Bard Financial Services
Connecticut
$2.45M – – –
Alpha Cubed Investments
770
Alpha Cubed Investments
California
$2.45M +$738K +9,403 +43%
Plato Investment Management
771
Plato Investment Management
Australia
$2.44M +$724K +9,231 +43%
Gotham Asset Management
772
Gotham Asset Management
New York
$2.44M +$42.9K +547 +2%
Coastline Trust
773
Coastline Trust
Rhode Island
$2.43M +$12.3K +157 +0.5%
Ashton Thomas Private Wealth
774
Ashton Thomas Private Wealth
Arizona
$2.43M +$232K +2,962 +11%
MAA
775
Mraz Amerine & Associates
California
$2.43M +$3.92K +50 +0.2%