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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
S
826
SignatureFD
Georgia
$255K -$13.2K -247 -5%
MAM
827
Marquette Asset Management
Minnesota
$253K – – –
HC
828
Henshaw Capital
Massachusetts
$250K +$257K +4,796 New
QCG
829
Quadrant Capital Group
Ohio
$250K +$32.2K +600 +13%
FT
830
Fiduciary Trust
Massachusetts
$248K +$37.5K +700 +17%
SIC
831
Sigma Investment Counselors
Michigan
$247K +$3K +56 +1%
BHTS
832
Bar Harbor Trust Services
Maine
$246K – – –
PD
833
Planning Directions
Pennsylvania
$245K +$252K +4,699 New
HB
834
Homrich & Berg
Georgia
$243K +$8.2K +153 +3%
CFG
835
CKW Financial Group
Hawaii
$242K – – –
SWM
836
SeaCrest Wealth Management
New York
$242K +$16.9K +316 +7%
FEG
837
Financial Enhancement Group
Indiana
$240K -$7.18K -134 -3%
CFA
838
Carroll Financial Associates
North Carolina
$240K – – –
ACI
839
Alpha Cubed Investments
California
$238K -$579K -10,797 -70%
CCA
840
Cobblestone Capital Advisors
New York
$238K – – –
NFG
841
Next Financial Group
Texas
$237K – – –
TAM
842
Tiverton Asset Management
Delaware
$236K -$506K -9,435 -68%
LWCFA
843
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K +$238K +4,436 New
Lido Advisors
844
Lido Advisors
California
$231K +$237K +4,425 New
MC
845
Moors & Cabot
Massachusetts
$230K +$236K +4,396 New
NB
846
NBT Bank
New York
$229K -$10.7K -200 -4%
FIM
847
Fruth Investment Management
Texas
$229K – – –
PCM
848
Prelude Capital Management
New York
$227K -$7.34K -137 -3%
PAM
849
Peak Asset Management
Colorado
$226K +$11K +206 +5%
BBA
850
BLB&B Advisors
Pennsylvania
$224K – – –