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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CG
776
Caprock Group
Idaho
$342K +$5.31K +99 +2%
CA
777
Clearstead Advisors
Ohio
$339K – – –
CPA
778
Court Place Advisors
Maryland
$336K – – –
TCM
779
Traynor Capital Management
Pennsylvania
$335K +$214 +4 +0.1%
CAPTRUST Financial Advisors
780
CAPTRUST Financial Advisors
North Carolina
$334K +$16.9K +316 +5%
SFG
781
SNS Financial Group
Minnesota
$333K +$15.4K +287 +5%
WSCM
782
Wellington Shields Capital Management
New York
$333K +$341K +6,370 New
TC
783
Telemus Capital
Michigan
$331K -$9.59K -179 -3%
RMDI
784
R.M. Davis Inc
Maine
$330K – – –
WKWM
785
Walter & Keenan Wealth Management
Indiana
$329K – – –
BCM
786
Bayesian Capital Management
New York
$329K +$338K +6,300 New
DWA
787
Douglass Winthrop Advisors
New York
$327K +$93.7K +1,749 +39%
PWPS
788
Pinnacle Wealth Planning Services
Ohio
$327K +$212K +3,950 +171%
FWM
789
Frontier Wealth Management
Missouri
$326K +$53.6K +1,001 +19%
BG
790
Bahl & Gaynor
Ohio
$324K – – –
HFS
791
HL Financial Services
Kentucky
$323K -$230K -4,296 -41%
VFA
792
Voya Financial Advisors
Connecticut
$320K -$55K -1,026 -14%
PWM
793
Perigon Wealth Management
California
$313K – – –
CG
794
Colony Group
Massachusetts
$313K +$109K +2,030 +51%
PI
795
Parkside Investments
Illinois
$313K +$322K +6,000 New
LA
796
LVW Advisors
New York
$312K +$23.5K +438 +8%
CAMG
797
CWA Asset Management Group
Florida
$308K +$316K +5,890 New
HNB
798
Huntington National Bank
Ohio
$306K +$2.95K +55 +0.9%
BIC
799
Beach Investment Counsel
Pennsylvania
$304K – – –
CCM
800
Compton Capital Management
Rhode Island
$303K – – –