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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
551
Fred Alger Management
New York
$134K +$129K +4,920 New
CFA
552
Carroll Financial Associates
North Carolina
$126K +$2.61K +100 +2%
JWM
553
Jacobus Wealth Management
Wisconsin
$117K -$91.5K -3,500 -45%
CAM
554
Cacti Asset Management
Georgia
$109K
TF
555
Tompkins Financial
New York
$105K +$23.3K +890 +30%
TDC
556
Thompson Davis & Co
Virginia
$100K +$95.4K +3,650 New
RFA
557
Reilly Financial Advisors
California
$97K -$30.1K -1,150 -24%
PTC
558
Private Trust Company
Ohio
$93K -$6.43K -246 -7%
Creative Planning
559
Creative Planning
Kansas
$93K +$13.5K +518 +18%
BPBT
560
Boston Private Bank & Trust
Massachusetts
$92K +$1.59K +61 +2%
CCS
561
Crosspoint Capital Strategies
California
$85K
SF
562
Synovus Financial
Georgia
$82K -$17K -652 -18%
JIC
563
Joel Isaacson & Co
New York
$82K
PR
564
Payden & Rygel
California
$72K
W
565
Wealthfront
California
$71K +$68K +2,603 New
AR
566
Advisory Research
Illinois
$71K +$68.2K +2,608 New
HMS
567
Hanseatic Management Services
New Mexico
$68K -$1.68M -64,460 -97%
WAM
568
Wolverine Asset Management
Illinois
$65K +$62.7K +2,400 New
MCM
569
Manchester Capital Management
Vermont
$59K
HFM
570
Hartford Financial Management
Connecticut
$56K
MAM
571
Mizuho Asset Management
Japan
$56K
FBT
572
Founders Bank & Trust
Michigan
$56K +$32.7K +1,251 +154%
LWM
573
Lenox Wealth Management
Ohio
$52K
WA
574
WealthTrust-Arizona
Arizona
$51K
ECM
575
ETrade Capital Management
Virginia
$50K +$1.91K +73 +4%