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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SF
576
Synovus Financial
Georgia
$63K -$12.7K -447 -17%
HFM
577
Hartford Financial Management
Connecticut
$61K – – –
GSC
578
Ground Swell Capital
South Carolina
$57K +$17.7K +624 +48%
LWM
579
Lenox Wealth Management
Ohio
$56K – – –
WA
580
WealthTrust-Arizona
Arizona
$55K – – –
Parallax Volatility Advisers
581
Parallax Volatility Advisers
California
$53K -$435K -15,363 -89%
S
582
SignatureFD
Georgia
$44K -$2.49K -88 -6%
MFS
583
MSI Financial Services
Massachusetts
$40K -$14.3K -506 -27%
EFSCE
584
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$1.87K -66 -5%
CG
585
Colony Group
Massachusetts
$30K – – –
NCM
586
Nelson Capital Management
California
$27K – – –
First Eagle Investment Management
587
First Eagle Investment Management
New York
$26K – – –
HF
588
Hoxton Financial
West Virginia
$26K – – –
TFO
589
Tarbox Family Office
California
$24K +$1.08K +38 +5%
PIA
590
Peachtree Investment Advisors
Georgia
$24K +$22.6K +800 New
FANJ
591
Financial Architects (New Jersey)
New Jersey
$23K – – –
HCM
592
Highlander Capital Management
New Jersey
$21.8K +$3.85K +136 +22%
TCOV
593
Trust Company of Vermont
Vermont
$20K – – –
WEC
594
Winslow Evans & Crocker
Massachusetts
$18.8K +$28 +1 +0.2%
JWA
595
JFS Wealth Advisors
Pennsylvania
$18K -$481 -17 -3%
PSI
596
Pinnacle Summer Investments
Virginia
$17K -$5.92K -209 -26%
HR
597
Howe & Rusling
New York
$16K +$12.6K +445 +478%
BAM
598
Barrett Asset Management
New York
$15K – – –
PMFA
599
Plante Moran Financial Advisors
Michigan
$15K – – –
LNB
600
Ledyard National Bank
$14K – – –