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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
826
Cornerstone Advisors (Washington)
Washington
$235K +$45.8K +1,317 +26%
FT
827
Fiduciary Trust
Massachusetts
$233K +$224K +6,443 New
CAG
828
Csenge Advisory Group
Florida
$232K -$2.92K -84 -1%
CAN
829
Cetera Advisor Networks
California
$232K +$19.4K +559 +10%
SG Americas Securities
830
SG Americas Securities
New York
$231K -$280K -8,037 -56%
HCMT
831
Highland Capital Management (Tennessee)
Tennessee
$231K
Vanguard Personalized Indexing Management
832
Vanguard Personalized Indexing Management
California
$230K +$221K +6,341 New
AWM
833
Altium Wealth Management
New York
$229K -$31.9K -916 -13%
CA
834
Clearstead Advisors
Ohio
$227K -$41.2K -1,184 -16%
KWM
835
Kingsview Wealth Management
Oregon
$227K -$11K -317 -5%
JLBC
836
J.L. Bainbridge & Co
Florida
$227K +$1.15K +33 +0.5%
CWC
837
Carolinas Wealth Consulting
North Carolina
$227K +$68.4K +1,967 +46%
TF
838
Tompkins Financial
New York
$226K -$74.5K -2,140 -26%
PA
839
Parallel Advisors
California
$226K -$19.2K -551 -8%
AW
840
ACG Wealth
Georgia
$225K -$90.7K -2,607 -30%
GIA
841
Granite Investment Advisors
New Hampshire
$225K
RIM
842
Regent Investment Management
Kentucky
$224K
DP
843
Denver PWM
Colorado
$224K +$215K +6,182 New
RCAG
844
Rehmann Capital Advisory Group
Michigan
$222K
WI
845
Wintrust Investments
Illinois
$222K
SBA
846
Secrest Blakey & Associates
North Carolina
$220K +$211K +6,067 New
WCF
847
West Coast Financial
California
$219K -$50.5K -1,451 -19%
PWPS
848
Pinnacle Wealth Planning Services
Ohio
$218K +$209K +6,004 New
MYIA
849
Mount Yale Investment Advisors
Colorado
$217K -$456K -13,104 -69%
BBNA
850
Bremer Bank National Association
Minnesota
$216K -$84.8K -2,438 -29%