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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LBG
776
Lloyds Banking Group
United Kingdom
$189K -$15.1K -376 -8%
CAW
777
Cornerstone Advisors (Washington)
Washington
$187K -$11.8K -294 -6%
FCMT
778
Founders Capital Management (Texas)
Texas
$180K +$12K +300 +8%
SWA
779
Sutton Wealth Advisors
Florida
$171K +$2.16K +54 +1%
KFA
780
Kays Financial Advisory
Georgia
$169K +$158K +3,939 New
QCG
781
Quadrant Capital Group
Ohio
$168K +$43.3K +1,082 +31%
FT
782
Fiduciary Trust
Massachusetts
$163K +$152K +3,799 New
AOWM
783
Alpha Omega Wealth Management
Virginia
$158K – – –
AssetMark Inc
784
AssetMark Inc
California
$155K -$3.92K -98 -3%
PCM
785
Prelude Capital Management
New York
$150K +$139K +3,484 New
GWM
786
Geneos Wealth Management
Colorado
$146K +$40 +1 +0%
SIAS
787
Shine Investment Advisory Services
Colorado
$145K +$135K +3,370 New
BL
788
Balentine LLC
Georgia
$139K -$10.8K -271 -8%
YWP
789
YorkBridge Wealth Partners
New York
$136K -$6K -150 -5%
FBT
790
First Bank & Trust
South Dakota
$131K -$3.28K -82 -3%
CCS
791
Crosspoint Capital Strategies
California
$129K – – –
GLI
792
Guardian Life Insurance
New York
$118K -$77.7K -1,940 -41%
PR
793
Payden & Rygel
California
$113K – – –
DBT
794
Dubuque Bank & Trust
Iowa
$107K – – –
WA
795
WealthTrust-Arizona
Arizona
$106K +$1.16K +29 +1%
SIM
796
Sonora Investment Management
Arizona
$105K – – –
EA
797
Edge Advisors
Georgia
$100K -$48K -1,199 -34%
OAMG
798
Odey Asset Management Group
United Kingdom
$95K -$34.5M -860,854 -100%
AIM
799
Advantage Investment Management
Iowa
$95K +$3.16K +79 +4%
HFM
800
Hartford Financial Management
Connecticut
$89K – – –