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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1026
Prospera Financial Services
Texas
$263K +$3.82K +63 +2%
FPS
1027
Fieldpoint Private Securities
Connecticut
$263K +$88K +1,452 +56%
GA
1028
Geller Advisors
New York
$263K +$115K +1,899 +89%
AGA
1029
Accuvest Global Advisors
Utah
$263K +$245K +4,037 New
WIC
1030
Whitegate Investment Counselors
New Hampshire
$262K
CC
1031
Centiva Capital
New York
$262K +$243K +4,013 New
CA
1032
Claro Advisors
Massachusetts
$261K -$303 -5 -0.1%
PA
1033
Parkside Advisors
California
$261K
WCM
1034
Wisconsin Capital Management
Wisconsin
$261K
ACA
1035
Affinity Capital Advisors
California
$261K +$364 +6 +0.2%
CFA
1036
CWS Financial Advisors
Michigan
$260K +$3.4K +56 +1%
HB
1037
Homrich & Berg
Georgia
$259K -$74.5K -1,229 -24%
FFS
1038
Founders Financial Securities
Maryland
$259K +$667 +11 +0.3%
APWM
1039
Atlas Private Wealth Management
New York
$259K +$33.2K +547 +16%
LNC
1040
Lincoln National Corp
Pennsylvania
$259K +$241K +3,978 New
LTI
1041
Laffer Tengler Investments
Tennessee
$258K
SWM
1042
SeaCrest Wealth Management
New York
$258K -$658K -10,854 -73%
BFPW
1043
BOK Financial Private Wealth
Colorado
$253K +$236K +3,889 New
HPWM
1044
Highland Private Wealth Management
Washington
$252K +$234K +3,857 New
ECG
1045
Edge Capital Group
Georgia
$251K -$42.9K -708 -16%
GD
1046
Grandfield & Dodd
New York
$250K
CBT
1047
CoreFirst Bank & Trust
Kansas
$249K
GAM
1048
Gould Asset Management
California
$249K
FA
1049
Fagan Associates
New York
$249K +$231K +3,813 New
PFWA
1050
Paces Ferry Wealth Advisors
Georgia
$247K -$73.8K -1,217 -24%