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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CK
1276
Cohen Klingenstein
New York
$305K – – –
BWM
1277
Baron Wealth Management
Michigan
$304K +$283K +3,651 New
QFA
1278
Quantum Financial Advisors
California
$304K +$698 +9 +0.2%
SQA
1279
Simon Quick Advisors
New Jersey
$303K +$282K +3,638 New
HIIFS
1280
Harel Insurance Investments & Financial Services
Israel
$302K – – –
KFC
1281
Klingenstein Fields & Co
New York
$301K – – –
IWM
1282
IHT Wealth Management
Illinois
$300K -$25.5K -328 -8%
VCA
1283
Verdence Capital Advisors
Maryland
$299K +$278K +3,588 New
WA
1284
Waddell & Associates
Tennessee
$298K +$24.5K +316 +10%
CFGS
1285
Concourse Financial Group Securities
Alabama
$298K +$51.5K +663 +23%
SIC
1286
Sigma Investment Counselors
Michigan
$298K – – –
WW
1287
Westshore Wealth
California
$297K – – –
TCM
1288
Telos Capital Management
California
$296K +$276K +3,553 New
SAG
1289
SageView Advisory Group
California
$295K +$275K +3,549 New
Pacer Advisors
1290
Pacer Advisors
Pennsylvania
$293K +$31.7K +408 +13%
GIA
1291
Gladstone Institutional Advisory
Florida
$293K -$20.6K -265 -7%
PVH
1292
Psagot Value Holdings
Israel
$291K -$355K -4,570 -57%
HTC
1293
Haverford Trust Company
Pennsylvania
$291K -$31K -399 -10%
LCM
1294
LCM Capital Management
Illinois
$289K – – –
MW
1295
Marcum Wealth
Ohio
$288K +$269K +3,461 New
CWS
1296
Cypress Wealth Services
California
$287K +$2.95K +38 +1%
TIA
1297
Tandem Investment Advisors
South Carolina
$286K +$266K +3,432 New
MFGM
1298
Marshall Financial Group (Maryland)
Maryland
$285K -$22.1K -285 -8%
BFA
1299
Buttonwood Financial Advisors
Maryland
$285K +$38.2K +492 +17%
NFP
1300
Narus Financial Partners
Utah
$283K – – –