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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
976
Bragg Financial Advisors
North Carolina
$558K
SPI
977
Sutton Place Investors
New York
$555K +$534K +6,603 New
BDF
978
Balasa Dinverno & Foltz
$554K -$81 -1 -0%
DP
979
Denver PWM
Colorado
$552K +$82.6K +1,021 +19%
PMFA
980
Plante Moran Financial Advisors
Michigan
$551K +$4.13K +51 +0.8%
AMM
981
American Money Management
California
$549K +$55.2K +682 +12%
SWA
982
Stratos Wealth Advisors
Ohio
$548K -$23.1K -286 -4%
BG
983
Bahl & Gaynor
Ohio
$548K
Fiera Capital (Canada)
984
Fiera Capital (Canada)
Quebec, Canada
$547K
NB
985
NBT Bank
New York
$547K
BOTW
986
Bank of the West
California
$543K -$14K -173 -3%
Fayez Sarofim & Co
987
Fayez Sarofim & Co
Texas
$537K
SHGA
988
Sand Hill Global Advisors
California
$534K
SIM
989
Studio Investment Management
Illinois
$534K +$40.4K +500 +9%
BWP
990
BSW Wealth Partners
Colorado
$533K +$19.5K +241 +4%
ACM
991
Advisors Capital Management
New Jersey
$533K +$32.1K +397 +7%
QPWM
992
Quadrant Private Wealth Management
Pennsylvania
$533K +$71.5K +884 +16%
ZIG
993
Zullo Investment Group
Pennsylvania
$533K +$513K +6,340 New
FCH
994
Freestone Capital Holdings
Washington
$531K +$288K +3,564 +130%
CCM
995
Chilton Capital Management
Texas
$528K -$130K -1,606 -20%
SBIA
996
Sheaff Brock Investment Advisors
Indiana
$526K +$202K +2,495 +66%
TF
997
Tompkins Financial
New York
$524K
DTL
998
Dynamic Technology Lab
Singapore
$521K +$501K +6,197 New
SPC
999
Sigma Planning Corp
Michigan
$520K -$3.15K -39 -0.6%
CPA
1000
Clear Perspective Advisors
Illinois
$520K +$47.3K +585 +10%