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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1226
Klingman & Associates
New York
$241K +$13.3K +193 +5%
DJSG
1227
D.J. St. Germain
Massachusetts
$240K -$12.4K -180 -5%
CA
1228
Carson Advisory
Georgia
$240K
CC
1229
Centiva Capital
New York
$239K -$115K -1,665 -31%
CIC
1230
Crawford Investment Counsel
Georgia
$239K -$7.79K -113 -3%
ACA
1231
Affinity Capital Advisors
California
$238K
KFS
1232
Kaizen Financial Strategies
California
$238K +$4.07K +59 +2%
CIA
1233
Capital Investment Advisors
Georgia
$238K +$6.55K +95 +3%
SFA
1234
Souders Financial Advisors
Ohio
$237K +$2.48K +36 +1%
Koshinski Asset Management
1235
Koshinski Asset Management
Illinois
$236K +$49.4K +717 +24%
FCMT
1236
Founders Capital Management (Texas)
Texas
$235K -$2.48K -36 -1%
BJL
1237
Brighton Jones LLC
Washington
$233K -$8.48K -123 -3%
CCM
1238
Carlson Capital Management
Minnesota
$233K +$7.52K +109 +3%
APWM
1239
Atlas Private Wealth Management
New York
$232K +$621 +9 +0.2%
BFA
1240
Beaumont Financial Advisors
Massachusetts
$232K +$21.4K +310 +9%
BFS
1241
Bradley Foster & Sargent
Connecticut
$232K +$31K +450 +14%
HTC
1242
Haverford Trust Company
Pennsylvania
$232K +$253K +3,669 New
TNBTD
1243
Trustmark National Bank Trust Department
Mississippi
$232K +$253K +3,672 New
WG
1244
Welch Group
Alabama
$232K +$253K +3,675 New
FCH
1245
Freestone Capital Holdings
Washington
$231K -$441K -6,393 -64%
CK
1246
Cohen Klingenstein
New York
$231K
EFG
1247
Everhart Financial Group
Ohio
$231K +$252K +3,648 New
FPS
1248
Fieldpoint Private Securities
Connecticut
$230K -$6.69K -97 -3%
GCM
1249
Glaxis Capital Management
Florida
$230K +$690 +10 +0.3%
WAM
1250
WNY Asset Management
New York
$229K