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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WI
851
Wintrust Investments
Illinois
$268K – – –
WAS
852
WESPAC Advisors SoCal
California
$266K – – –
GLA
853
Great Lakes Advisors
Illinois
$264K -$4.81M -110,341 -94%
RCAG
854
Rehmann Capital Advisory Group
Michigan
$264K -$36.7K -842 -11%
VC
855
Vestor Capital
Illinois
$263K – – –
SFG
856
SNS Financial Group
Minnesota
$260K – – –
HI
857
Horizon Investments
North Carolina
$259K +$46.1K +1,058 +20%
HNB
858
Huntington National Bank
Ohio
$254K +$7.02K +161 +3%
Lido Advisors
859
Lido Advisors
California
$253K +$19.7K +451 +8%
VCM
860
Versant Capital Management
Arizona
$252K – – –
MCC
861
Malaga Cove Capital
California
$251K +$6.54K +150 +2%
EWM
862
Evermay Wealth Management
Virginia
$250K -$43.6K -1,000 -14%
MAM
863
Marquette Asset Management
Minnesota
$248K – – –
VNA
864
Valley National Advisers
Pennsylvania
$248K +$5.36K +123 +2%
TCM
865
Traynor Capital Management
Pennsylvania
$246K -$4.36K -100 -2%
YWP
866
YorkBridge Wealth Partners
New York
$245K -$2.48K -57 -0.9%
BWL
867
Bogart Wealth LLC
Virginia
$245K +$40.3K +924 +18%
JSL
868
JT Stratford LLC
Georgia
$244K +$23.5K +540 +10%
BPB
869
Badgley, Phelps & Bell
Washington
$243K -$46.9K -1,077 -15%
RMDI
870
R.M. Davis Inc
Maine
$243K -$22.2K -510 -8%
PFO
871
Pathstone Family Office
New Jersey
$243K +$152K +3,491 +136%
HR
872
Howe & Rusling
New York
$242K +$1.44K +33 +0.6%
CPA
873
Court Place Advisors
Maryland
$241K – – –
SSWM
874
Sheets Smith Wealth Management
North Carolina
$241K – – –
SB
875
Simmons Bank
Arkansas
$241K +$17.8K +408 +7%