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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
576
Lenox Wealth Management
Ohio
$56K
WA
577
WealthTrust-Arizona
Arizona
$55K
Parallax Volatility Advisers
578
Parallax Volatility Advisers
California
$53K -$435K -15,363 -89%
S
579
SignatureFD
Georgia
$44K -$2.49K -88 -6%
MFS
580
MSI Financial Services
Massachusetts
$40K -$14.3K -506 -27%
Manulife (Manufacturers Life Insurance)
581
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.2K -$855K -30,210 -3%
EFSCE
582
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$1.87K -66 -5%
CG
583
Colony Group
Massachusetts
$30K
NCM
584
Nelson Capital Management
California
$27K
First Eagle Investment Management
585
First Eagle Investment Management
New York
$26K
HF
586
Hoxton Financial
West Virginia
$26K
TFO
587
Tarbox Family Office
California
$24K +$1.08K +38 +5%
PIA
588
Peachtree Investment Advisors
Georgia
$24K +$22.6K +800 New
FANJ
589
Financial Architects (New Jersey)
New Jersey
$23K
HCM
590
Highlander Capital Management
New Jersey
$21.8K +$3.85K +136 +22%
TCOV
591
Trust Company of Vermont
Vermont
$20K
WEC
592
Winslow Evans & Crocker
Massachusetts
$18.8K +$28 +1 +0.2%
JWA
593
JFS Wealth Advisors
Pennsylvania
$18K -$481 -17 -3%
PSI
594
Pinnacle Summer Investments
Virginia
$17K -$5.92K -209 -26%
HR
595
Howe & Rusling
New York
$16K +$12.6K +445 +478%
BAM
596
Barrett Asset Management
New York
$15K
PMFA
597
Plante Moran Financial Advisors
Michigan
$15K
LNB
598
Ledyard National Bank
$14K
RIA
599
Regal Investment Advisors
Michigan
$13K -$2.49K -88 -17%
HRIA
600
Haberer Registered Investment Advisor
Ohio
$13K