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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1026
Lake Street Advisors Group
New Hampshire
$954K +$17.8K +271 +2%
HR
1027
Hardy Reed
Mississippi
$951K -$62.6K -951 -7%
PS
1028
Portfolio Strategies
New York
$951K +$866K +13,145 New
WAP
1029
Wealthcare Advisory Partners
Pennsylvania
$950K +$5.99K +91 +0.7%
WPC
1030
Wedmont Private Capital
Pennsylvania
$949K +$94.2K +1,430 +12%
SRC
1031
Sage Rhino Capital
California
$947K +$66.3K +1,006 +8%
IB
1032
Intrust Bank
Kansas
$939K -$36.9K -560 -4%
GC
1033
Guidance Capital
Kentucky
$928K +$858K +13,023 New
PG
1034
Proffitt & Goodson
Tennessee
$919K -$42.7K -649 -5%
CFP
1035
Catalyst Financial Partners
Massachusetts
$917K -$3.03K -46 -0.4%
BFEC
1036
Benjamin F. Edwards & Company
Missouri
$915K +$433K +6,574 +108%
WFA
1037
West Financial Advisors
Iowa
$911K
MC
1038
Matisse Capital
Oregon
$908K
SMC
1039
Smith, Moore & Co
Missouri
$901K -$66.4K -1,009 -7%
HHRDM
1040
H&H Retirement Design & Management
Nevada
$898K +$796K +12,094 New
LGF
1041
LGT Group Foundation
Liechtenstein
$894K +$35.9K +545 +5%
D.E. Shaw & Co
1042
D.E. Shaw & Co
New York
$893K -$16.3M -247,932 -95%
PCS
1043
Personal CFO Solutions
New Jersey
$887K +$38.2K +580 +5%
CNBTD
1044
Citizens National Bank Trust Department
Mississippi
$885K +$21.1K +320 +3%
PPG
1045
Peak Planning Group
Colorado
$885K +$1.05K +16 +0.1%
OC
1046
Opinicus Capital
Florida
$883K +$44.5K +675 +6%
IAIM
1047
International Assets Investment Management
Florida
$878K +$75.1K +1,141 +10%
FCFC
1048
First Commonwealth Financial Corp
Pennsylvania
$872K +$461 +7 +0.1%
NC
1049
Nightview Capital
Texas
$870K -$330K -5,018 -29%
PI
1050
Parkside Investments
Illinois
$868K -$198K -3,000 -20%