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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
851
Doheny Asset Management
California
$1.02M +$985K +14,194 New
CFB
852
Cullen/Frost Bankers
Texas
$1.01M +$11K +158 +1%
MFG
853
Merit Financial Group
Georgia
$1.01M -$511K -7,360 -34%
PAS
854
Park Avenue Securities
New York
$1.01M +$125K +1,807 +15%
SHA
855
Seneca House Advisors
Virginia
$1M +$229K +3,296 +31%
PFA
856
Professional Financial Advisors
Nebraska
$982K +$17.1K +246 +2%
CP
857
Cumberland Partners
Ontario, Canada
$982K +$949K +13,672 New
CCA
858
Checchi Capital Advisers
California
$971K +$17.1K +246 +2%
BG
859
Bollard Group
Massachusetts
$960K -$1.35M -19,388 -59%
BPCA
860
Bank Pictet & Cie (Asia)
Singapore
$950K -$38.5K -554 -4%
FA
861
Faithward Advisors
Pennsylvania
$950K -$211K -3,038 -19%
CPO
862
Cerity Partners OCIO
New York
$945K +$55.6K +801 +6%
BMCM
863
Burns Matteson Capital Management
New York
$937K +$14.9K +215 +2%
EWM
864
Evermay Wealth Management
Virginia
$930K
OPCM
865
Osborne Partners Capital Management
California
$927K +$126K +1,813 +16%
FFM
866
Forum Financial Management
Illinois
$920K -$2.85K -41 -0.3%
AG
867
Ascent Group
Virginia
$913K +$217K +3,130 +38%
LTI
868
Laffer Tengler Investments
Tennessee
$906K +$20K +288 +2%
WFA
869
West Financial Advisors
Iowa
$906K
GAM
870
Gemmer Asset Management
California
$904K
Credit Agricole
871
Credit Agricole
France
$902K +$488K +7,032 +128%
SAM
872
Summit Asset Management
Tennessee
$898K -$9.03K -130 -1%
FC
873
Financial Consulate
Maryland
$898K +$868K +12,496 New
SS
874
Simplicity Solutions
Minnesota
$893K +$138K +1,986 +19%
APA
875
American Portfolios Advisors
New York
$886K +$479K +6,895 +127%