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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TA
851
Tiedemann Advisors
New York
$258K -$166K -3,005 -37%
PFS
852
Physicians Financial Services
North Carolina
$258K -$16.6K -300 -6%
FWCM
853
Ferguson Wellman Capital Management
Oregon
$257K -$31.7K -573 -10%
GC
854
Garde Capital
Washington
$257K – – –
SFSIG
855
San Francisco Sentry Investment Group
California
$256K -$493K -8,900 -64%
CFA
856
Carroll Financial Associates
North Carolina
$255K +$21K +380 +8%
BFM
857
Boothbay Fund Management
New York
$252K +$273K +4,923 New
LIM
858
Leavell Investment Management
Alabama
$251K -$23.8K -430 -8%
FEG
859
Financial Enhancement Group
Indiana
$250K +$15.9K +287 +6%
MAM
860
Marquette Asset Management
Minnesota
$247K – – –
FRM
861
Fox Run Management
Connecticut
$247K +$267K +4,826 New
HC
862
Henshaw Capital
Massachusetts
$245K – – –
QCG
863
Quadrant Capital Group
Ohio
$244K -$443 -8 -0.2%
BCM
864
BlueCrest Capital Management
Jersey
$243K +$264K +4,763 New
SIC
865
Sigma Investment Counselors
Michigan
$242K -$166 -3 -0.1%
NO
866
Ninety One
South Africa
$242K +$43.8K +790 +20%
BHTS
867
Bar Harbor Trust Services
Maine
$240K – – –
PD
868
Planning Directions
Pennsylvania
$240K +$332 +6 +0.1%
CAG
869
Crestwood Advisors Group
Massachusetts
$239K -$25.8K -466 -9%
AWM
870
Altium Wealth Management
New York
$237K +$257K +4,647 New
AR
871
Advisory Research
Illinois
$232K -$167K -3,008 -40%
ACI
872
Alpha Cubed Investments
California
$230K -$2.88K -52 -1%
DZ Bank
873
DZ Bank
Germany
$230K +$249K +4,500 New
YMRC
874
Yorktown Management & Research Company
Virginia
$230K +$249K +4,500 New
SWM
875
SeaCrest Wealth Management
New York
$229K -$8.53K -154 -3%