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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1526
Private Client Services
Kentucky
$265K -$25K -338 -9%
B
1527
Birchbrook
Maine
$264K -$93.1K -1,260 -26%
IFPG
1528
Intrepid Financial Planning Group
Indiana
$263K – – –
HTIM
1529
Harbour Trust & Investment Management
Indiana
$263K -$11.9K -161 -4%
SIG
1530
Sargent Investment Group
Maryland
$260K +$261K +3,530 New
CCA
1531
Childress Capital Advisors
Texas
$260K -$4.73K -64 -2%
LSA
1532
Leonteq Securities AG
Switzerland
$258K -$2.29K -31 -0.9%
Edgewood Management
1533
Edgewood Management
Connecticut
$258K – – –
WCM
1534
Wisconsin Capital Management
Wisconsin
$258K – – –
CA
1535
Calton & Associates
Florida
$257K -$59.1K -800 -19%
FC
1536
Forte Capital
New York
$256K +$74 +1 +0%
LCM
1537
LCM Capital Management
Illinois
$255K – – –
SL
1538
Sentinus LLC
Illinois
$255K -$6.87K -93 -3%
MA
1539
MONECO Advisors
Connecticut
$255K +$17.1K +231 +7%
VCA
1540
Verdence Capital Advisors
Maryland
$255K -$5.91K -80 -2%
PCA
1541
Pallas Capital Advisors
Massachusetts
$254K -$31.2K -423 -9%
JHCP
1542
Jackson Hole Capital Partners
Oklahoma
$254K – – –
KWS
1543
Keystone Wealth Services
California
$254K +$591 +8 +0.2%
WF
1544
Wayfinding Financial
Washington
$253K +$443 +6 +0.2%
FAFN
1545
First Affirmative Financial Network
Colorado
$252K -$6.28K -85 -2%
DPIM
1546
Duff & Phelps Investment Management
Illinois
$252K -$1.02M -13,755 -80%
PF
1547
Prosperitas Financial
California
$251K -$29.8K -403 -11%
SFG
1548
SNS Financial Group
Minnesota
$251K +$1.7K +23 +0.7%
LPT
1549
Legacy Private Trust
Wisconsin
$250K – – –
FCH
1550
Freestone Capital Holdings
Washington
$250K -$14.8K -201 -6%