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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
576
Reilly Financial Advisors
California
$111K
TF
577
Tompkins Financial
New York
$107K -$9.12K -321 -8%
Royal London Asset Management
578
Royal London Asset Management
United Kingdom
$107K +$2.29M +80,428 +30%
NPC
579
National Planning Corporation
California
$98.1K -$111K -3,904 -53%
CCS
580
Crosspoint Capital Strategies
California
$94K
JIC
581
Joel Isaacson & Co
New York
$91K
PAI
582
Pittenger & Anderson Inc
Nebraska
$85K
PAM
583
PT Asset Management
Illinois
$81K +$76K +2,675 New
PR
584
Payden & Rygel
California
$79K
RMAM
585
Raab & Moskowitz Asset Management
New Jersey
$74K +$70.1K +2,467 New
SF
586
Synovus Financial
Georgia
$70K +$3.41K +120 +6%
HFM
587
Hartford Financial Management
Connecticut
$62K
IC
588
Intersect Capital
California
$61K +$57.2K +2,012 New
LWM
589
Lenox Wealth Management
Ohio
$57K
WA
590
WealthTrust-Arizona
Arizona
$56K
S
591
SignatureFD
Georgia
$45K
Fuller & Thaler Asset Management
592
Fuller & Thaler Asset Management
California
$42K -$56.8K -2,000 -59%
PCM
593
Prelude Capital Management
New York
$37K +$34.4K +1,210 New
Manulife (Manufacturers Life Insurance)
594
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.7K +$1.44M +50,811 +4%
EFSCE
595
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
MFS
596
MSI Financial Services
Massachusetts
$34K -$6.62K -233 -17%
SIG
597
Stanford Investment Group
California
$34K +$32K +1,126 New
NCM
598
Nelson Capital Management
California
$28K
First Eagle Investment Management
599
First Eagle Investment Management
New York
$27K
HF
600
Hoxton Financial
West Virginia
$27K