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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
776
Sage Rhino Capital
California
$414K +$17.3K +397 +4%
PO
777
Private Ocean
California
$412K +$5.27K +121 +1%
EFS
778
Essex Financial Services
Connecticut
$395K -$1.09K -25 -0.3%
KPCM
779
Kings Point Capital Management
New York
$381K +$413K +9,474 New
CM
780
Castleark Management
Illinois
$376K -$27.8M -638,568 -99%
SCM
781
Shelton Capital Management
Colorado
$374K +$389K +8,919 +2,241%
FFN
782
Focus Financial Network
Minnesota
$371K +$45.1K +1,035 +13%
AssetMark Inc
783
AssetMark Inc
California
$371K -$39K -896 -9%
IA
784
IFG Advisory
Georgia
$371K +$18.4K +422 +5%
NB
785
Nicolet Bankshares
Wisconsin
$365K -$377K -8,642 -49%
BFA
786
Bragg Financial Advisors
North Carolina
$365K
BAM
787
Belpointe Asset Management
Nevada
$364K -$30.8K -707 -7%
TF
788
Tompkins Financial
New York
$364K -$24.4K -560 -6%
HAI
789
Hennessy Advisors Inc
California
$362K -$479K -11,000 -55%
DBRC
790
D.B. Root & Company
Pennsylvania
$362K -$2.4K -55 -0.6%
SIA
791
Starfire Investment Advisers
Michigan
$361K
GPA
792
Garrison Point Advisors
California
$358K +$218 +5 +0.1%
CAN
793
Cetera Advisor Networks
California
$356K -$136K -3,123 -26%
PI
794
PEAK6 Investments
Illinois
$355K -$137K -3,153 -26%
NA
795
Nottingham Advisors
New York
$354K
IAA
796
Independent Advisor Alliance
North Carolina
$354K +$78K +1,790 +26%
QCG
797
Quadrant Capital Group
Ohio
$354K +$79.4K +1,821 +25%
SIM
798
Stratos Investment Management
Ohio
$354K +$384K +8,816 New
BDF
799
Balasa Dinverno & Foltz
$352K -$82.2K -1,887 -18%
TWA
800
TCI Wealth Advisors
Arizona
$351K -$116K -2,658 -23%