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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1226
Parkside Advisors
California
-$216K -4,535 Closed
AMC
1227
Asset Management Corp
Illinois
-$216K -4,532 Closed
MGWM
1228
Marks Group Wealth Management
Minnesota
-$212K -4,468 Closed
PWAG
1229
Polaris Wealth Advisory Group
California
-$217K -4,428 Closed
FWCM
1230
Ferguson Wellman Capital Management
Oregon
-$210K -4,420 Closed
CT
1231
Cambridge Trust
Massachusetts
-$205K -4,317 Closed
FIM
1232
Fruth Investment Management
Texas
-$204K -4,300 Closed
AAS
1233
Avantax Advisory Services
Texas
-$203K -4,277 Closed
TMAM
1234
Tokio Marine Asset Management
Japan
-$202K -4,249 Closed
CWS
1235
Cypress Wealth Services
California
-$201K -4,219 Closed
JSL
1236
JT Stratford LLC
Georgia
-$200K -4,209 Closed
CB
1237
Cadence Bank
Mississippi
-$200K -4,206 Closed
ONST
1238
Old North State Trust
North Carolina
-$187K -3,932 Closed
KWM
1239
Keebeck Wealth Management
Illinois
-$176K -3,709 Closed
GLI
1240
Guardian Life Insurance
New York
-$160K -3,368 Closed
BCA
1241
Bray Capital Advisors
Florida
-$151K -3,185 Closed
ACM
1242
Allred Capital Management
Texas
-$135K -2,837 Closed
RMAM
1243
Raab & Moskowitz Asset Management
New Jersey
-$127K -2,679 Closed
GDP
1244
Great Diamond Partners
Maine
-$117K -2,464 Closed
HFM
1245
Harvest Fund Management
China
-$106K -2,249 Closed
AIM
1246
Acropolis Investment Management
Missouri
-$107K -2,247 Closed
MIFH
1247
Migdal Insurance & Financial Holdings
Israel
-$72K -1,517 Closed
Capstone Investment Advisors
1248
Capstone Investment Advisors
New York
-$42.2K -1,006 Closed
CCA
1249
Catalyst Capital Advisors
New York
-$33K -700 Closed
LWM
1250
Lionsbridge Wealth Management
Florida
-$23K -500 Closed