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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
826
Winthrop Advisory Group
Massachusetts
$239K
PA
827
Parkside Advisors
California
$237K +$258K +5,700 New
SS
828
Simplicity Solutions
Minnesota
$235K +$256K +5,669 New
SAM
829
Silvercrest Asset Management
New York
$234K -$59.3K -1,311 -19%
FB
830
Fulton Bank
Pennsylvania
$228K -$78.5K -1,736 -24%
CBU
831
CIBC Bank USA
Illinois
$228K +$249K +5,496 New
BFM
832
Boothbay Fund Management
New York
$223K +$243K +5,363 New
CFA
833
Carroll Financial Associates
North Carolina
$221K +$9.27K +205 +4%
CCM
834
Compton Capital Management
Rhode Island
$219K -$33.9K -750 -12%
MCP
835
Mirador Capital Partners
California
$218K -$122K -2,701 -34%
DWA
836
Douglass Winthrop Advisors
New York
$217K -$11.3K -250 -5%
PWPS
837
Pinnacle Wealth Planning Services
Ohio
$216K -$23K -508 -9%
PCIA
838
Prime Capital Investment Advisors
Kansas
$213K -$231K -5,109 -50%
AWM
839
Altium Wealth Management
New York
$212K -$126K -2,778 -35%
IBOK
840
Independence Bank of Kentucky
Kentucky
$212K -$23.7K -525 -9%
BMO
841
Beck Mack & Oliver
New York
$212K
TSS
842
Two Sigma Securities
New York
$209K +$228K +5,044 New
FWCM
843
Ferguson Wellman Capital Management
Oregon
$208K
Jacobs Levy Equity Management
844
Jacobs Levy Equity Management
New Jersey
$208K +$226K +5,000 New
ACP
845
Ashfield Capital Partners
California
$207K -$4.91M -108,560 -96%
MAM
846
Mark Asset Management
New York
$207K -$13.6K -300 -6%
HC
847
Henshaw Capital
Massachusetts
$207K +$8.28K +183 +4%
SWA
848
SFMG Wealth Advisors
Texas
$205K +$2.94K +65 +1%
PTC
849
Petrus Trust Company
Texas
$205K +$223K +4,940 New
PCMC
850
Private Capital Management (Colorado)
Colorado
$205K +$224K +4,944 New