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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
901
Dakota Wealth Management
Florida
$221K -$291K -6,441 -56%
CFA
902
Carroll Financial Associates
North Carolina
$221K – – –
BWL
903
Bogart Wealth LLC
Virginia
$221K +$61.8K +1,369 +36%
WB
904
WesBanco Bank
West Virginia
$219K -$128K -2,832 -36%
SCA
905
Snowden Capital Advisors
New York
$219K -$36.7K -812 -14%
BMO
906
Beck Mack & Oliver
New York
$218K – – –
PA
907
Parkside Advisors
California
$216K -$29.3K -650 -11%
CPA
908
Clear Perspective Advisors
Illinois
$216K +$214K +4,729 New
FWCM
909
Ferguson Wellman Capital Management
Oregon
$215K – – –
HC
910
Henshaw Capital
Massachusetts
$214K +$858 +19 +0.4%
SGAM
911
Steinberg Global Asset Management
Florida
$213K +$224K +4,971 New
PCMC
912
Private Capital Management (Colorado)
Colorado
$211K – – –
MWC
913
MBM Wealth Consultants
Missouri
$211K +$61.3K +1,357 +38%
PCM
914
Pointe Capital Management
Michigan
$211K +$222K +4,928 New
SWA
915
SFMG Wealth Advisors
Texas
$208K -$2.94K -65 -1%
AIA
916
Armor Investment Advisors
North Carolina
$207K – – –
CAW
917
Cornerstone Advisors (Washington)
Washington
$203K +$88.8K +1,967 +71%
PFS
918
Physicians Financial Services
North Carolina
$203K +$215K +4,752 New
ACM
919
Azimuth Capital Management
Michigan
$201K -$4.1M -90,860 -95%
WAG
920
Winthrop Advisory Group
Massachusetts
$201K -$50.9K -1,127 -20%
PWPS
921
Pinnacle Wealth Planning Services
Ohio
$200K -$24.2K -535 -10%
CQS
922
Credential Qtrade Securities
$195K -$131K -2,899 -39%
DZ Bank
923
DZ Bank
Germany
$192K – – –
SWM
924
SeaCrest Wealth Management
New York
$184K +$6.86K +152 +4%
PCG
925
Private Capital Group
Connecticut
$184K +$86.5K +1,916 +80%