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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CICI
501
Capital Investment Counsel Inc
North Carolina
$478K -$31.6K -1,000 -6%
EFS
502
Essex Financial Services
Connecticut
$473K
AI
503
Atria Investments
North Carolina
$471K -$39.9K -1,264 -8%
PAMG
504
Patton Albertson Miller Group
Tennessee
$465K -$67.3K -2,131 -13%
OHS
505
Odey Holdings (Switzerland)
Switzerland
$464K -$194K -6,150 -30%
HMS
506
Hanseatic Management Services
New Mexico
$460K +$445K +14,090 New
GCP
507
GSA Capital Partners
United Kingdom
$458K +$443K +14,015 New
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$453K +$141K +4,456 +47%
BDF
509
Balasa Dinverno & Foltz
$452K -$13.2K -418 -3%
DAM
510
Doheny Asset Management
California
$451K +$66.4K +2,100 +18%
LTFS
511
Ladenburg Thalmann Financial Services
Florida
$444K -$15.6K -495 -4%
WS
512
Wedbush Securities
California
$431K +$40.6K +1,286 +11%
CWM
513
Confluence Wealth Management
Oregon
$428K +$35.6K +1,128 +9%
AFG
514
Albion Financial Group
Utah
$418K
Baird Financial Group
515
Baird Financial Group
Wisconsin
$418K +$405K +12,814 New
DC
516
Davenport & Co
Virginia
$410K +$89.3K +2,825 +29%
RCM
517
Reynolds Capital Management
Nevada
$408K -$44.2K -1,400 -10%
DY
518
Dowling & Yahnke
California
$407K +$70.5K +2,230 +22%
LBG
519
Lloyds Banking Group
United Kingdom
$398K -$906K -28,671 -70%
NIMI
520
Natixis Investment Managers International
France
$395K +$11.9K +378 +3%
BAM
521
Barrett Asset Management
New York
$384K
PWM
522
Perigon Wealth Management
California
$378K +$366K +11,580 New
CC
523
Cornerstone Capital
California
$376K +$364K +11,514 New
EWM
524
Evermay Wealth Management
Virginia
$373K
SAM
525
Summit Asset Management
Tennessee
$372K