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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BL
1526
Balentine LLC
Georgia
$254K +$231K +3,515 New
PP
1527
Paloma Partners
Connecticut
$254K +$231K +3,514 New
FAFN
1528
First Affirmative Financial Network
Colorado
$253K -$9.09K -138 -4%
Edgewood Management
1529
Edgewood Management
Connecticut
$253K -$52.7K -800 -19%
WCM
1530
Wisconsin Capital Management
Wisconsin
$253K
TA
1531
TFG Advisers
Michigan
$253K +$21.3K +324 +10%
SCP
1532
Sivia Capital Partners
California
$252K +$988 +15 +0.4%
FC
1533
Forte Capital
New York
$252K +$66 +1 +0%
LCM
1534
LCM Capital Management
Illinois
$251K
CMAI
1535
Capital Management Associates Inc
Minnesota
$249K +$2.17K +33 +1%
JHCP
1536
Jackson Hole Capital Partners
Oklahoma
$249K -$304K -4,612 -57%
FMP
1537
Financial Management Professionals
Texas
$249K +$38.5K +585 +20%
KWS
1538
Keystone Wealth Services
California
$248K +$527 +8 +0.2%
ODG
1539
O'Dell Group
Ohio
$247K
LPT
1540
Legacy Private Trust
Wisconsin
$246K -$8.69K -132 -4%
SFG
1541
SNS Financial Group
Minnesota
$245K +$922 +14 +0.4%
SWP
1542
Semus Wealth Partners
Florida
$245K +$724 +11 +0.3%
1WM
1543
1858 Wealth Management
Ohio
$245K
LFA
1544
Legacy Financial Advisors
Kentucky
$244K -$43.9K -667 -17%
CCFM
1545
Clear Creek Financial Management
Washington
$243K +$221K +3,363 New
AO
1546
Advisor OS
Illinois
$243K -$7.05K -107 -3%
CCG
1547
Cypress Capital Group
Florida
$243K -$47.7K -725 -18%
CFA
1548
CWS Financial Advisors
Michigan
$242K -$3.29K -50 -1%
LS
1549
Livforsakringsbolaget Skandia
Sweden
$241K
CCM
1550
Chilton Capital Management
Texas
$241K -$118K -1,786 -35%