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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
901
Bogart Wealth LLC
Virginia
$221K +$61.8K +1,369 +36%
WB
902
WesBanco Bank
West Virginia
$219K -$128K -2,832 -36%
SCA
903
Snowden Capital Advisors
New York
$219K -$36.7K -812 -14%
BMO
904
Beck Mack & Oliver
New York
$218K
PA
905
Parkside Advisors
California
$216K -$29.3K -650 -11%
CPA
906
Clear Perspective Advisors
Illinois
$216K +$214K +4,729 New
FWCM
907
Ferguson Wellman Capital Management
Oregon
$215K
HC
908
Henshaw Capital
Massachusetts
$214K +$858 +19 +0.4%
SGAM
909
Steinberg Global Asset Management
Florida
$213K +$224K +4,971 New
PCMC
910
Private Capital Management (Colorado)
Colorado
$211K
MWC
911
MBM Wealth Consultants
Missouri
$211K +$61.3K +1,357 +38%
PCM
912
Pointe Capital Management
Michigan
$211K +$222K +4,928 New
SWA
913
SFMG Wealth Advisors
Texas
$208K -$2.94K -65 -1%
AIA
914
Armor Investment Advisors
North Carolina
$207K
CAW
915
Cornerstone Advisors (Washington)
Washington
$203K +$88.8K +1,967 +71%
PFS
916
Physicians Financial Services
North Carolina
$203K +$215K +4,752 New
ACM
917
Azimuth Capital Management
Michigan
$201K -$4.1M -90,860 -95%
WAG
918
Winthrop Advisory Group
Massachusetts
$201K -$50.9K -1,127 -20%
PWPS
919
Pinnacle Wealth Planning Services
Ohio
$200K -$24.2K -535 -10%
CQS
920
Credential Qtrade Securities
$195K -$131K -2,899 -39%
DZ Bank
921
DZ Bank
Germany
$192K
SWM
922
SeaCrest Wealth Management
New York
$184K +$6.86K +152 +4%
PCG
923
Private Capital Group
Connecticut
$184K +$86.5K +1,916 +80%
FCMT
924
Founders Capital Management (Texas)
Texas
$177K
AWM
925
Avior Wealth Management
Nebraska
$172K +$178K +3,942 +3,942%