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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
851
Huntington National Bank
Ohio
$384K -$17.4K -384 -5%
ATPW
852
Ashton Thomas Private Wealth
Arizona
$377K +$52.9K +1,168 +20%
RI
853
Ridgewood Investments
New Jersey
$377K
BPB
854
Badgley, Phelps & Bell
Washington
$377K +$21K +464 +7%
NB
855
NBT Bank
New York
$377K +$58.9K +1,300 +22%
QPWM
856
Quadrant Private Wealth Management
Pennsylvania
$374K -$14.3K -316 -4%
CA
857
Cetera Advisors
Colorado
$374K +$15.8K +350 +5%
FMLI
858
Fukoku Mutual Life Insurance
Japan
$369K
OCG
859
Opus Capital Group
Ohio
$368K
GC
860
GFG Capital
Florida
$368K +$314K +6,937 New
Edgewood Management
861
Edgewood Management
Connecticut
$366K -$99.6K -2,200 -24%
BDF
862
Balasa Dinverno & Foltz
$366K -$55.5K -1,227 -15%
CAN
863
Cetera Advisor Networks
California
$364K +$20.5K +452 +7%
SSWM
864
Sheets Smith Wealth Management
North Carolina
$361K +$91 +2 +0%
CA
865
Capital Advantage
California
$360K -$3.4K -75 -1%
PWPS
866
Pinnacle Wealth Planning Services
Ohio
$358K +$34.3K +758 +13%
HCM
867
Hollencrest Capital Management
California
$355K
CWM
868
Concentric Wealth Management
California
$351K +$3.98K +88 +1%
AWM
869
Altium Wealth Management
New York
$351K +$13.4K +296 +5%
LJAC
870
L.J. Altfest & Co
New York
$350K -$1.4M -30,876 -82%
NSB
871
Norway Savings Bank
Maine
$349K
FFN
872
Focus Financial Network
Minnesota
$348K -$89K -1,965 -23%
PMFA
873
Plante Moran Financial Advisors
Michigan
$347K +$32.8K +725 +12%
CWC
874
Carolinas Wealth Consulting
North Carolina
$345K +$10.4K +230 +4%
MMA
875
Miracle Mile Advisors
California
$345K +$295K +6,512 New