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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2151
Logan Capital Management
Pennsylvania
$23.6K +$23.3K +256 New
VFM
2152
Vision Financial Markets
Connecticut
$23.3K
GCM
2153
Gables Capital Management
Florida
$23K
GP
2154
Guardian Partners
Canada
$22.4K +$22.2K +243 New
BHWM
2155
Bay Harbor Wealth Management
Maryland
$22.4K +$2.28K +25 +12%
TCM
2156
TD Capital Management
Tennessee
$22.1K -$20.5K -225 -48%
LFASL
2157
Lugano Financial Advisors SA (LFA)
Switzerland
$21.7K
RF
2158
Roxbury Financial
New Jersey
$21K
POIA
2159
Pin Oak Investment Advisors
Texas
$21K +$456 +5 +2%
HC
2160
Hurley Capital
New York
$20.9K +$91 +1 +0.4%
BFPW
2161
BOK Financial Private Wealth
Colorado
$20.9K +$10.2K +112 +98%
MWM
2162
Mascoma Wealth Management
New Hampshire
$20.1K +$91 +1 +0.5%
BBPWM
2163
Blue Bell Private Wealth Management
Pennsylvania
$19.8K -$1.92K -21 -9%
SL
2164
Salomon & Ludwin
Virginia
$19.5K -$1K -11 -5%
CFM
2165
Cornerstone Financial Management
Massachusetts
$19.5K +$4.01K +44 +26%
FRA
2166
Front Row Advisors
California
$19.4K
PSB
2167
Piscataqua Savings Bank
New Hampshire
$19.1K -$4.56K -50 -19%
OCM
2168
Osbon Capital Management
Massachusetts
$19K +$9.48K +104 +102%
VWM
2169
Vermillion Wealth Management
Minnesota
$18.5K -$9.57K -105 -34%
AEPWM
2170
Atlantic Edge Private Wealth Management
Florida
$18.5K
Kayne Anderson Rudnick Investment Management
2171
Kayne Anderson Rudnick Investment Management
California
$18K -$2.74K -30 -13%
BFS
2172
Bare Financial Services
Pennsylvania
$17.8K +$7.2K +79 +69%
SFS
2173
Sunrise Financial Services
Washington
$17.7K -$6.84K -75 -28%
MNA
2174
Manning & Napier Advisors
New York
$17.6K -$3.1K -34 -15%
FNWA
2175
Financial Network Wealth Advisors
Utah
$17.5K +$2.65K +29 +18%