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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
M
551
MOTCO
Texas
$115K -$4.62M -193,735 -98%
HF
552
Hoxton Financial
West Virginia
$115K +$106K +4,425 New
CAM
553
Cacti Asset Management
Georgia
$104K – – –
SF
554
Synovus Financial
Georgia
$97K – – –
PTC
555
Private Trust Company
Ohio
$95K -$36.8K -1,543 -30%
BPBT
556
Boston Private Bank & Trust
Massachusetts
$86K +$20.5K +858 +35%
CCS
557
Crosspoint Capital Strategies
California
$83K +$73.9K +3,100 New
JIC
558
Joel Isaacson & Co
New York
$78K -$477K -20,000 -87%
TF
559
Tompkins Financial
New York
$77K – – –
Creative Planning
560
Creative Planning
Kansas
$75K -$20.2K -848 -23%
PR
561
Payden & Rygel
California
$68K – – –
PI
562
PineBridge Investments
New York
$64K +$58.9K +2,469 New
MCM
563
Manchester Capital Management
Vermont
$56K – – –
IC
564
IKOS CIF
Cyprus
$55K -$1.28M -53,818 -96%
HFM
565
Hartford Financial Management
Connecticut
$54K -$23.8K -1,000 -32%
MAM
566
Mizuho Asset Management
Japan
$53K -$20.9K -875 -30%
LWM
567
Lenox Wealth Management
Ohio
$49K +$45.2K +1,895 New
WA
568
WealthTrust-Arizona
Arizona
$48K -$14.6K -611 -25%
HRIA
569
Haberer Registered Investment Advisor
Ohio
$47K – – –
ECM
570
ETrade Capital Management
Virginia
$46K -$1.93K -81 -4%
IMS
571
Index Management Solutions
Pennsylvania
$45K +$9.49K +398 +30%
Carson Wealth (CWM LLC)
572
Carson Wealth (CWM LLC)
Nebraska
$40K +$334 +14 +0.9%
S
573
SignatureFD
Georgia
$39K – – –
PIM
574
Progressive Investment Management
Oregon
$29K +$72 +3 +0.3%
LWCFA
575
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –