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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
851
Chicago Partners Investment Group
Illinois
$258K -$51K -998 -14%
GCM
852
Gator Capital Management
Florida
$258K +$268K +5,250 New
1WA
853
180 Wealth Advisors
Washington
$254K +$53.4K +1,045 +25%
WWMSC
854
Wagner Wealth Management (South Carolina)
South Carolina
$253K
HR
855
Howe & Rusling
New York
$251K -$6.72M -131,600 -96%
BMO
856
Beck Mack & Oliver
New York
$251K
PFS
857
Physicians Financial Services
North Carolina
$249K
FWCM
858
Ferguson Wellman Capital Management
Oregon
$247K
RFA
859
Reilly Financial Advisors
California
$247K +$45.5K +890 +22%
KJHP
860
K.J. Harrison & Partners
Ontario, Canada
$246K +$255K +5,000 New
JA
861
JOYN Advisors
Georgia
$245K -$5.57K -109 -2%
CFA
862
Carroll Financial Associates
North Carolina
$244K -$766 -15 -0.3%
LIM
863
Leavell Investment Management
Alabama
$242K
FEG
864
Financial Enhancement Group
Indiana
$240K
GC
865
Garde Capital
Washington
$238K
SWM
866
SeaCrest Wealth Management
New York
$238K +$17.8K +349 +8%
QCG
867
Quadrant Capital Group
Ohio
$236K +$2.6K +51 +1%
HC
868
Henshaw Capital
Massachusetts
$236K
BHTS
869
Bar Harbor Trust Services
Maine
$231K
SIC
870
Sigma Investment Counselors
Michigan
$230K -$2.86K -56 -1%
SWA
871
SFMG Wealth Advisors
Texas
$227K +$38.3K +750 +18%
TA
872
Tiedemann Advisors
New York
$226K -$23.4K -458 -9%
CA
873
CapWealth Advisors
Tennessee
$222K -$1.2M -23,450 -84%
NERM
874
New England Research & Management
Illinois
$222K +$231K +4,519 New
DZ Bank
875
DZ Bank
Germany
$221K