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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
826
D.L. Carlson Investment Group
New Hampshire
$3.06M +$31.7K +323 +1%
Cary Street Partners
827
Cary Street Partners
Virginia
$3.05M -$46K -469 -1%
FWM
828
Finer Wealth Management
Massachusetts
$3.05M -$27.8K -283 -0.9%
BFG
829
Beacon Financial Group
Texas
$3.04M +$10.3K +105 +0.3%
SAM
830
Smithbridge Asset Management
Pennsylvania
$3.01M -$3.24M -33,020 -51%
CWM
831
Compass Wealth Management
Connecticut
$3M -$66.7K -680 -2%
HA
832
Harfst & Associates
Wyoming
$3M -$101K -1,026 -3%
SWA
833
Strata Wealth Advisors
Texas
$2.99M +$1.27K +13 +0%
CCM
834
Chaney Capital Management
Washington
$2.98M +$22.3K +227 +0.7%
GCP
835
Gill Capital Partners
Colorado
$2.98M -$196K -1,999 -6%
Capital Advisors Inc
836
Capital Advisors Inc
Oklahoma
$2.97M +$186K +1,899 +6%
SIAP
837
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.95M -$14.7K -150 -0.5%
Raiffeisen Bank International
838
Raiffeisen Bank International
Austria
$2.95M +$1.28M +13,084 +70%
J. Safra Sarasin Holding
839
J. Safra Sarasin Holding
$2.94M -$360K -3,675 -10%
BCB
840
Brian C. Broderick
$2.94M +$774K +7,888 +34%
OTL
841
Oak Thistle LLC
New York
$2.93M +$1.05M +10,729 +52%
MAA
842
Mraz Amerine & Associates
California
$2.91M – – –
HCA
843
Harbor Capital Advisors
Illinois
$2.89M +$3.01M +30,729 New
GAMCO Investors
844
GAMCO Investors
Connecticut
$2.89M +$290K +2,956 +11%
WIA
845
Westview Investment Advisors
Vermont
$2.88M -$214K -2,181 -7%
SSI
846
Scott & Selber Inc
Texas
$2.87M -$33.2K -339 -1%
ISB
847
Iowa State Bank
Iowa
$2.84M -$1.47K -15 -0%
NME
848
Notis-McConarty Edward
$2.84M +$357K +3,640 +14%
JGC
849
J. Goldman & Co
New York
$2.82M +$2.94M +29,997 New
CCS
850
Concentric Capital Strategies
Connecticut
$2.82M -$8.19M -83,530 -74%