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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
VC
851
Vestor Capital
Illinois
$263K
SFG
852
SNS Financial Group
Minnesota
$260K
HI
853
Horizon Investments
North Carolina
$259K +$46.1K +1,058 +20%
HNB
854
Huntington National Bank
Ohio
$254K +$7.02K +161 +3%
Lido Advisors
855
Lido Advisors
California
$253K +$19.7K +451 +8%
VCM
856
Versant Capital Management
Arizona
$252K
MCC
857
Malaga Cove Capital
California
$251K +$6.54K +150 +2%
EWM
858
Evermay Wealth Management
Virginia
$250K -$43.6K -1,000 -14%
MAM
859
Marquette Asset Management
Minnesota
$248K
VNA
860
Valley National Advisers
Pennsylvania
$248K +$5.36K +123 +2%
TCM
861
Traynor Capital Management
Pennsylvania
$246K -$4.36K -100 -2%
YWP
862
YorkBridge Wealth Partners
New York
$245K -$2.48K -57 -0.9%
BWL
863
Bogart Wealth LLC
Virginia
$245K +$40.3K +924 +18%
JSL
864
JT Stratford LLC
Georgia
$244K +$23.5K +540 +10%
BPB
865
Badgley, Phelps & Bell
Washington
$243K -$46.9K -1,077 -15%
RMDI
866
R.M. Davis Inc
Maine
$243K -$22.2K -510 -8%
PFO
867
Pathstone Family Office
New Jersey
$243K +$152K +3,491 +136%
HR
868
Howe & Rusling
New York
$242K +$1.44K +33 +0.6%
CPA
869
Court Place Advisors
Maryland
$241K
SSWM
870
Sheets Smith Wealth Management
North Carolina
$241K
SB
871
Simmons Bank
Arkansas
$241K +$17.8K +408 +7%
CANY
872
Caxton Associates (New York)
New York
$241K +$261K +5,999 New
ACP
873
Ashfield Capital Partners
California
$240K
FMLI
874
Fukoku Mutual Life Insurance
Japan
$239K -$26.1K -600 -9%
FWM
875
Frontier Wealth Management
Missouri
$239K +$3.01K +69 +1%