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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
501
Advisors Asset Management
Colorado
$134K -$2.17K -100 -2%
SAMC
502
Shinko Asset Management Company
Japan
$118K -$19.6K -900 -14%
PTC
503
Private Trust Company
Ohio
$110K +$7.74K +356 +7%
TC
504
TradeLink Capital
Illinois
$108K +$111K +5,100 New
CFA
505
Carroll Financial Associates
North Carolina
$95K – – –
CAM
506
Cacti Asset Management
Georgia
$85K – – –
RFA
507
Reilly Financial Advisors
California
$82K -$8.09K -372 -9%
Creative Planning
508
Creative Planning
Kansas
$79K +$22.5K +1,037 +38%
LIA
509
LS Investment Advisors
Michigan
$78K +$44.2K +2,033 +123%
SF
510
Synovus Financial
Georgia
$77K -$2.83K -130 -3%
MUMSS
511
Mitsubishi UFJ Morgan Stanley Securities
Japan
$70K +$54.4K +2,500 +305%
HFM
512
Hartford Financial Management
Connecticut
$65K -$21.7K -1,000 -25%
TF
513
Tompkins Financial
New York
$63K +$13.6K +624 +27%
MAM
514
Mizuho Asset Management
Japan
$62K +$21.6K +994 +52%
PR
515
Payden & Rygel
California
$56K – – –
BPBT
516
Boston Private Bank & Trust
Massachusetts
$52K -$6.52K -300 -11%
WA
517
WealthTrust-Arizona
Arizona
$52K -$5.3K -244 -9%
FBC
518
Fairfield, Bush & Co
Connecticut
$48K -$375K -17,225 -88%
Parallax Volatility Advisers
519
Parallax Volatility Advisers
California
$47K +$29.9K +1,374 +162%
MCM
520
Manchester Capital Management
Vermont
$46K +$11.5K +531 +32%
ECM
521
ETrade Capital Management
Virginia
$39K +$8.52K +392 +27%
HRIA
522
Haberer Registered Investment Advisor
Ohio
$38K -$21.7K -1,000 -36%
S
523
SignatureFD
Georgia
$32K – – –
P
524
Pitcairn
Pennsylvania
$32K +$32.6K +1,498 New
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$32K +$33.1K +1,522 New