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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
826
BTR Capital Management
California
$244K -$15K -332 -5%
LA
827
LVW Advisors
New York
$244K +$9.86K +218 +4%
FEG
828
Financial Enhancement Group
Indiana
$240K – – –
PP
829
Prudential plc
United Kingdom
$239K -$29K -642 -10%
QIM
830
Quest Investment Management
Oregon
$239K – – –
WAG
831
Winthrop Advisory Group
Massachusetts
$239K – – –
PA
832
Parkside Advisors
California
$237K +$258K +5,700 New
SS
833
Simplicity Solutions
Minnesota
$235K +$256K +5,669 New
SAM
834
Silvercrest Asset Management
New York
$234K -$59.3K -1,311 -19%
FB
835
Fulton Bank
Pennsylvania
$228K -$78.5K -1,736 -24%
CBU
836
CIBC Bank USA
Illinois
$228K +$249K +5,496 New
BFM
837
Boothbay Fund Management
New York
$223K +$243K +5,363 New
CFA
838
Carroll Financial Associates
North Carolina
$221K +$9.27K +205 +4%
CCM
839
Compton Capital Management
Rhode Island
$219K -$33.9K -750 -12%
MCP
840
Mirador Capital Partners
California
$218K -$122K -2,701 -34%
DWA
841
Douglass Winthrop Advisors
New York
$217K -$11.3K -250 -5%
PWPS
842
Pinnacle Wealth Planning Services
Ohio
$216K -$23K -508 -9%
PCIA
843
Prime Capital Investment Advisors
Kansas
$213K -$231K -5,109 -50%
AWM
844
Altium Wealth Management
New York
$212K -$126K -2,778 -35%
IBOK
845
Independence Bank of Kentucky
Kentucky
$212K -$23.7K -525 -9%
BMO
846
Beck Mack & Oliver
New York
$212K – – –
TSS
847
Two Sigma Securities
New York
$209K +$228K +5,044 New
FWCM
848
Ferguson Wellman Capital Management
Oregon
$208K – – –
Jacobs Levy Equity Management
849
Jacobs Levy Equity Management
New Jersey
$208K +$226K +5,000 New
ACP
850
Ashfield Capital Partners
California
$207K -$4.91M -108,560 -96%