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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
901
Private Capital Group
Connecticut
$184K +$71.2K +1,765 +67%
CCA
902
Catalyst Capital Advisors
New York
$176K -$174K -4,300 -51%
FCMT
903
Founders Capital Management (Texas)
Texas
$174K
CFG
904
CKW Financial Group
Hawaii
$174K +$4.04K +100 +2%
SWA
905
Sutton Wealth Advisors
Florida
$168K +$1.57K +39 +1%
PCM
906
Penserra Capital Management
California
$167K +$34.9K +864 +28%
Acadian Asset Management
907
Acadian Asset Management
Massachusetts
$164K -$166K -4,116 -51%
HNB
908
Huntington National Bank
Ohio
$164K -$95.7K -2,371 -38%
JFGIW
909
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$32K -793 -17%
TFS
910
TrustCore Financial Services
Tennessee
$160K
PMFA
911
Plante Moran Financial Advisors
Michigan
$153K
Marshall Wace
912
Marshall Wace
United Kingdom
$152K +$146K +3,623 New
FGAM
913
Financial Gravity Asset Management
Texas
$149K -$81.3K -2,014 -36%
FBT
914
First Bank & Trust
South Dakota
$146K -$1.49K -37 -1%
DP
915
Denver PWM
Colorado
$144K +$153K +3,785 New
GLI
916
Guardian Life Insurance
New York
$142K -$1.13K -28 -0.8%
FANJ
917
Financial Architects (New Jersey)
New Jersey
$139K
SIM
918
Sonora Investment Management
Arizona
$137K +$807 +20 +0.6%
BFEC
919
Benjamin F. Edwards & Company
Missouri
$133K +$120K +2,967 +1,361%
RA
920
Rational Advisors
New York
$132K -$66.6K -1,651 -34%
TC
921
Truvestments Capital
Florida
$125K
ONST
922
Old North State Trust
North Carolina
$124K -$26.2K -650 -18%
GWAG
923
Garrett Wealth Advisory Group
Texas
$115K +$111K +2,756 New
AIM
924
Anchor Investment Management
South Carolina
$115K
LC
925
Lindbrook Capital
California
$115K -$13K -323 -10%