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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
976
Lyell Wealth Management
California
$786K -$1.55K -20 -0.2%
ATPW
977
Ashton Thomas Private Wealth
Arizona
$785K -$33.8K -436 -4%
SRWM
978
Shira Ridge Wealth Management
California
$782K +$729K +9,389 New
SFG
979
SNS Financial Group
Minnesota
$780K +$6.67K +86 +0.9%
CC
980
Cannell & Co
New York
$778K -$40.9K -527 -5%
PAG
981
Private Advisor Group
New Jersey
$774K -$63.9K -823 -1%
BIM
982
Baldwin Investment Management
Pennsylvania
$774K +$77.2K +995 +12%
CAM
983
Cozad Asset Management
Illinois
$771K +$20K +258 +3%
AA
984
Apriem Advisors
California
$770K -$2.72K -35 -0.4%
KPWS
985
Kestra Private Wealth Services
Texas
$768K +$34.4K +443 +5%
BEW
986
Burton Enright Welch
California
$765K +$19.5K +251 +3%
HAG
987
HF Advisory Group
Maryland
$764K +$712K +9,176 New
VCM
988
Violich Capital Management
California
$764K -$5.82K -75 -0.8%
OFG
989
Omega Financial Group
California
$761K
IF
990
Ironwood Financial
Arizona
$759K
AWM
991
Axxcess Wealth Management
California
$756K -$45.2K -582 -6%
Los Angeles Capital Management
992
Los Angeles Capital Management
California
$755K -$3.27M -42,100 -82%
KA
993
Kearns & Associates
California
$749K +$698K +9,000 New
CSS
994
Cubist Systematic Strategies
Connecticut
$747K +$509K +6,557 +272%
IB
995
Intrust Bank
Kansas
$745K
BFM
996
Boston Financial Management
Massachusetts
$744K +$24.1K +310 +4%
CAM
997
Cresset Asset Management
Illinois
$729K -$508K -6,541 -35%
GBT
998
Grove Bank & Trust
Florida
$715K -$142K -1,834 -18%
CWM
999
Concentric Wealth Management
California
$714K -$28.9K -373 -4%
PWPS
1000
Pinnacle Wealth Planning Services
Ohio
$712K +$19.9K +257 +3%