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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WS
1701
Wilian Securities
Minnesota
$355K +$371K +3,779 New
RPCONE
1702
Retirement Planning Company of New England
Rhode Island
$355K +$1.37K +14 +0.4%
MWM
1703
MOR Wealth Management
Pennsylvania
$355K +$97.8K +997 +36%
SFG
1704
Southern Financial Group
Alabama
$354K +$29.9K +305 +9%
GA
1705
Greenspring Advisors
Maryland
$353K +$25.8K +263 +8%
Forum Financial Management
1706
Forum Financial Management
Illinois
$353K -$1.67M -17,041 -82%
RA
1707
Range Advisory
Virginia
$353K +$368K +3,751 New
GWAG
1708
Garrett Wealth Advisory Group
Texas
$352K +$119K +1,215 +48%
NHT
1709
New Hampshire Trust
New Hampshire
$350K -$80.7K -823 -18%
Klingenstein Fields & Co
1710
Klingenstein Fields & Co
New York
$348K -$18.8K -192 -5%
AIFAIM
1711
American Institute for Advanced Investment Management
Arizona
$347K – – –
KA
1712
Kovack Advisors
Florida
$346K -$23K -235 -6%
TWM
1713
TriaGen Wealth Management
California
$346K – – –
CA
1714
Cornerstone Advisory
Maryland
$346K +$41.1K +419 +13%
CCG
1715
Coastwise Capital Group
California
$345K -$107K -1,091 -23%
SIM
1716
Studio Investment Management
Illinois
$345K -$588 -6 -0.2%
CoreCap Advisors
1717
CoreCap Advisors
Michigan
$345K -$97.3K -992 -21%
MGWM
1718
Marks Group Wealth Management
Minnesota
$345K -$4.9K -50 -1%
CK
1719
Cohen Klingenstein
New York
$344K – – –
SFC
1720
SYM Financial Corp
Indiana
$343K +$29.5K +301 +9%
QC
1721
Quent Capital
New York
$342K +$4.41K +45 +1%
PCS
1722
Private Client Services
Kentucky
$341K +$1.47K +15 +0.4%
FWA
1723
Fulcrum Wealth Advisors
Washington
$339K +$981 +10 +0.3%
FCM
1724
Fire Capital Management
California
$338K – – –
FCMT
1725
Founders Capital Management (Texas)
Texas
$337K – – –