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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
926
Kiley Juergens Wealth Management
Washington
$896K +$264 +3 +0%
VCM
927
Violich Capital Management
California
$894K -$33K -375 -3%
HCM
928
Hall Capital Management
Rhode Island
$892K +$51.6K +587 +6%
DA
929
DCM Advisors
New York
$879K -$25.6K -291 -3%
CCM
930
Coldstream Capital Management
Washington
$877K -$28.2K -321 -3%
CA
931
Capital Advantage
California
$870K +$907K +10,316 New
KA
932
Kovack Advisors
Florida
$867K -$24.2K -275 -3%
DTL
933
Dynamic Technology Lab
Singapore
$865K +$357K +4,058 +65%
WPW
934
Waldron Private Wealth
Pennsylvania
$863K +$31.1K +354 +4%
VAS
935
Vestmark Advisory Solutions
Massachusetts
$858K +$87.8K +998 +11%
AAS
936
Avantax Advisory Services
Texas
$854K +$164K +1,861 +23%
FIM
937
Freedom Investment Management
Connecticut
$852K -$1.23M -13,987 -58%
SHA
938
Seneca House Advisors
Virginia
$848K +$46.9K +533 +6%
FCH
939
Freestone Capital Holdings
Washington
$847K +$329K +3,742 +59%
CAG
940
Compass Advisory Group
New York
$843K – – –
AWM
941
Apollon Wealth Management
South Carolina
$833K +$147K +1,670 +20%
AA
942
Apriem Advisors
California
$829K -$99.6K -1,132 -10%
LCM
943
Logan Capital Management
Pennsylvania
$829K – – –
IB
944
Intrust Bank
Kansas
$812K -$2.81K -32 -0.3%
AWM
945
Avior Wealth Management
Nebraska
$810K -$290K -3,300 -26%
CWM
946
Chemistry Wealth Management
New York
$805K +$840K +9,544 New
CA
947
Clearstead Advisors
Ohio
$801K +$176K +1,998 +27%
BWM
948
BerganKDV Wealth Management
Minnesota
$801K +$762K +8,665 +1,038%
GT
949
Glenview Trust
Kentucky
$798K +$70.4K +800 +9%
MFG
950
Monte Financial Group
Connecticut
$796K -$5.48M -62,282 -87%
36 37
38
39 40