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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
851
Kays Financial Advisory
Georgia
$208K +$5.17K +110 +3%
FT
852
Fiduciary Trust
Massachusetts
$208K +$190K +4,047 New
LC
853
Lourd Capital
California
$208K +$190K +4,050 New
CG
854
Cutler Group
California
$205K -$85K -1,810 -31%
SWA
855
Sutton Wealth Advisors
Florida
$204K – – –
CG
856
Colony Group
Massachusetts
$204K +$187K +3,973 New
GLI
857
Guardian Life Insurance
New York
$199K +$53.6K +1,142 +42%
CAW
858
Cornerstone Advisors (Washington)
Washington
$192K -$31K -660 -15%
Acadian Asset Management
859
Acadian Asset Management
Massachusetts
$187K +$171K +3,646 New
PAM
860
Paradigm Asset Management
New York
$185K -$39.9K -850 -19%
AOWM
861
Alpha Omega Wealth Management
Virginia
$181K -$7.05K -150 -4%
AF
862
Advisornet Financial
Minnesota
$179K +$163K +3,479 New
YWP
863
YorkBridge Wealth Partners
New York
$178K +$14K +297 +9%
SIAS
864
Shine Investment Advisory Services
Colorado
$168K -$987 -21 -0.6%
QT
865
Quantbot Technologies
New York
$167K +$153K +3,262 New
BL
866
Balentine LLC
Georgia
$162K -$376 -8 -0.3%
CCS
867
Crosspoint Capital Strategies
California
$154K – – –
OWA
868
One Wealth Advisors
California
$142K +$129K +2,755 New
EA
869
Edge Advisors
Georgia
$138K -$799 -17 -0.6%
PCG
870
Private Capital Group
Connecticut
$138K +$126K +2,687 New
ZB
871
Zions Bancorporation
Utah
$136K -$54.7K -1,165 -31%
PR
872
Payden & Rygel
California
$135K – – –
SLF
873
Sun Life Financial
Ontario, Canada
$134K -$288K -6,128 -70%
SIM
874
Sonora Investment Management
Arizona
$131K +$4.7K +100 +4%
WA
875
WealthTrust-Arizona
Arizona
$127K – – –