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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
826
Concentric Wealth Management
California
$237K +$104 +3 +0%
CAW
827
Cornerstone Advisors (Washington)
Washington
$235K +$45.8K +1,317 +26%
FT
828
Fiduciary Trust
Massachusetts
$233K +$224K +6,443 New
CAG
829
Csenge Advisory Group
Florida
$232K -$2.92K -84 -1%
CAN
830
Cetera Advisor Networks
California
$232K +$19.4K +559 +10%
SG Americas Securities
831
SG Americas Securities
New York
$231K -$280K -8,037 -56%
HCMT
832
Highland Capital Management (Tennessee)
Tennessee
$231K – – –
Vanguard Personalized Indexing Management
833
Vanguard Personalized Indexing Management
California
$230K +$221K +6,341 New
AWM
834
Altium Wealth Management
New York
$229K -$31.9K -916 -13%
CA
835
Clearstead Advisors
Ohio
$227K -$41.2K -1,184 -16%
KWM
836
Kingsview Wealth Management
Oregon
$227K -$11K -317 -5%
JLBC
837
J.L. Bainbridge & Co
Florida
$227K +$1.15K +33 +0.5%
CWC
838
Carolinas Wealth Consulting
North Carolina
$227K +$68.4K +1,967 +46%
TF
839
Tompkins Financial
New York
$226K -$74.5K -2,140 -26%
PA
840
Parallel Advisors
California
$226K -$19.2K -551 -8%
AW
841
ACG Wealth
Georgia
$225K -$90.7K -2,607 -30%
GIA
842
Granite Investment Advisors
New Hampshire
$225K – – –
RIM
843
Regent Investment Management
Kentucky
$224K – – –
DP
844
Denver PWM
Colorado
$224K +$215K +6,182 New
RCAG
845
Rehmann Capital Advisory Group
Michigan
$222K – – –
WI
846
Wintrust Investments
Illinois
$222K – – –
SBA
847
Secrest Blakey & Associates
North Carolina
$220K +$211K +6,067 New
WCF
848
West Coast Financial
California
$219K -$50.5K -1,451 -19%
PWPS
849
Pinnacle Wealth Planning Services
Ohio
$218K +$209K +6,004 New
MYIA
850
Mount Yale Investment Advisors
Colorado
$217K -$456K -13,104 -69%