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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
501
Private Trust Company
Ohio
$110K +$7.74K +356 +7%
TC
502
TradeLink Capital
Illinois
$108K +$111K +5,100 New
CFA
503
Carroll Financial Associates
North Carolina
$95K
CAM
504
Cacti Asset Management
Georgia
$85K
RFA
505
Reilly Financial Advisors
California
$82K -$8.09K -372 -9%
Creative Planning
506
Creative Planning
Kansas
$79K +$22.5K +1,037 +38%
LIA
507
LS Investment Advisors
Michigan
$78K +$44.2K +2,033 +123%
SF
508
Synovus Financial
Georgia
$77K -$2.83K -130 -3%
MUMSS
509
Mitsubishi UFJ Morgan Stanley Securities
Japan
$70K +$54.4K +2,500 +305%
HFM
510
Hartford Financial Management
Connecticut
$65K -$21.7K -1,000 -25%
TF
511
Tompkins Financial
New York
$63K +$13.6K +624 +27%
MAM
512
Mizuho Asset Management
Japan
$62K +$21.6K +994 +52%
PR
513
Payden & Rygel
California
$56K
BPBT
514
Boston Private Bank & Trust
Massachusetts
$52K -$6.52K -300 -11%
WA
515
WealthTrust-Arizona
Arizona
$52K -$5.3K -244 -9%
FBC
516
Fairfield, Bush & Co
Connecticut
$48K -$375K -17,225 -88%
Parallax Volatility Advisers
517
Parallax Volatility Advisers
California
$47K +$29.9K +1,374 +162%
MCM
518
Manchester Capital Management
Vermont
$46K +$11.5K +531 +32%
ECM
519
ETrade Capital Management
Virginia
$39K +$8.52K +392 +27%
HRIA
520
Haberer Registered Investment Advisor
Ohio
$38K -$21.7K -1,000 -36%
S
521
SignatureFD
Georgia
$32K
P
522
Pitcairn
Pennsylvania
$32K +$32.6K +1,498 New
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$32K +$33.1K +1,522 New
IMS
524
Index Management Solutions
Pennsylvania
$28K +$28.8K +1,325 New
AA
525
Alta Advisers
United Kingdom
$27K -$28.6K -1,316 -50%