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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
826
Allen Capital Group
Nebraska
$444K -$18.4K -407 -5%
FCA
827
FinTrust Capital Advisors
South Carolina
$443K +$360K +7,958 +1,711%
PWAG
828
Polaris Wealth Advisory Group
California
$442K +$339K +7,488 New
BMCM
829
Burns Matteson Capital Management
New York
$437K +$373K +8,236 New
CCM
830
Chilton Capital Management
Texas
$436K -$2.94K -65 -0.8%
SWA
831
Stratos Wealth Advisors
Ohio
$436K +$372K +8,217 New
EMG
832
ETF Managers Group
New Jersey
$435K +$33.3K +736 +10%
ET
833
Equitable Trust
Tennessee
$432K – – –
DIA
834
Davidson Investment Advisors
Montana
$430K -$11.3K -250 -3%
DLA
835
Douglas Lane & Associates
New York
$423K -$351K -7,743 -49%
BG
836
Bahl & Gaynor
Ohio
$422K +$20.7K +457 +6%
LWP
837
Lumature Wealth Partners
Georgia
$419K +$358K +7,898 New
QCG
838
Quadrant Capital Group
Ohio
$417K +$38.3K +845 +12%
CT
839
Coastline Trust
Rhode Island
$416K – – –
W
840
WealthStone
Ohio
$415K -$226 -5 -0.1%
Marshall Wace
841
Marshall Wace
United Kingdom
$414K -$4.2M -92,696 -92%
AIP
842
Almanack Investment Partners
Pennsylvania
$413K +$353K +7,794 New
AMM
843
American Money Management
California
$407K -$3.41M -75,391 -91%
RC
844
RegentAtlantic Capital
New Jersey
$407K -$32.5K -718 -9%
LSAG
845
Lake Street Advisors Group
New Hampshire
$407K +$347K +7,669 New
BFA
846
Bragg Financial Advisors
North Carolina
$406K -$4.53K -100 -1%
BWM
847
Buckley Wealth Management
Nevada
$405K +$22.6K +500 +7%
LWAC
848
Laurel Wealth Advisors (California)
California
$404K -$1.09K -24 -0.3%
TI
849
Tidal Investments
Wisconsin
$404K +$345K +7,622 New
ACS
850
Archford Capital Strategies
Illinois
$401K +$226 +5 +0.1%