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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1151
Carson Advisory
Georgia
$320K +$308K +3,803 New
DJSG
1152
D.J. St. Germain
Massachusetts
$319K – – –
CS
1153
Comerica Securities
Michigan
$317K +$29.4K +363 +11%
FCMT
1154
Founders Capital Management (Texas)
Texas
$315K – – –
MFW
1155
Meristem Family Wealth
Minnesota
$314K -$177K -2,183 -37%
APWM
1156
Atlas Private Wealth Management
New York
$314K -$90.4K -1,117 -23%
KAM
1157
Knightsbridge Asset Management
California
$313K -$40.3K -498 -12%
SFA
1158
Souders Financial Advisors
Ohio
$310K +$81 +1 +0%
CI
1159
CX Institutional
Indiana
$310K +$36.6K +452 +14%
FC
1160
Forte Capital
New York
$309K -$2.59K -32 -0.9%
CK
1161
Cohen Klingenstein
New York
$308K – – –
OIA
1162
OneDigital Investment Advisors
Kansas
$307K -$60.3K -745 -17%
VF
1163
Virtu Financial
New York
$307K +$295K +3,649 New
CRC
1164
Curi RMB Capital
Illinois
$306K – – –
AssetMark Inc
1165
AssetMark Inc
California
$306K +$246K +3,040 +509%
WAM
1166
WNY Asset Management
New York
$305K – – –
KFC
1167
Klingenstein Fields & Co
New York
$304K – – –
KA
1168
Klingman & Associates
New York
$303K +$4.93K +61 +2%
EB
1169
Eastern Bank
Massachusetts
$302K -$3.24K -40 -1%
CIA
1170
Capital Investment Advisors
Georgia
$302K +$647 +8 +0.2%
CIC
1171
Crawford Investment Counsel
Georgia
$302K +$5.34K +66 +2%
YMRC
1172
Yorktown Management & Research Company
Virginia
$301K -$52.6K -650 -15%
CCM
1173
Carlson Capital Management
Minnesota
$301K -$28.5K -352 -9%
SIC
1174
Sigma Investment Counselors
Michigan
$301K – – –
MCM
1175
Maryland Capital Management
Maryland
$300K +$17.6K +218 +7%