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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
601
Cable Hill Partners
Oregon
$26K +$24.2K +852 New
PIA
602
Peachtree Investment Advisors
Georgia
$24K
FANJ
603
Financial Architects (New Jersey)
New Jersey
$24K +$739 +26 +3%
TFO
604
Tarbox Family Office
California
$23K -$1.22K -43 -5%
BAM
605
Barrett Asset Management
New York
$23K +$6.79K +239 +46%
HCM
606
Highlander Capital Management
New Jersey
$22K
CHC
607
City Holding Co
West Virginia
$21K +$46.2K +1,625 New
TCOV
608
Trust Company of Vermont
Vermont
$20K
WEC
609
Winslow Evans & Crocker
Massachusetts
$19.3K
JWA
610
JFS Wealth Advisors
Pennsylvania
$18K
MUMSS
611
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$15.9K +560 New
HR
612
Howe & Rusling
New York
$16K -$28 -1 -0.2%
PMFA
613
Plante Moran Financial Advisors
Michigan
$16K
RIA
614
Regal Investment Advisors
Michigan
$16K +$2.64K +93 +21%
LNB
615
Ledyard National Bank
$15K
PSI
616
Pinnacle Summer Investments
Virginia
$15K +$57 +2 +0.3%
RA
617
Rational Advisors
New York
$15K +$13.9K +490 New
HW
618
Hedeker Wealth
Illinois
$15K +$421K +14,830 New
MCA
619
Mercer Capital Advisers
New Jersey
$12K +$11.4K +400 New
MWP
620
MYCIO Wealth Partners
Pennsylvania
$10K
WF
621
WealthTrust Fairport
Ohio
$10K
TCM
622
Tradewinds Capital Management
Washington
$10K +$2.02K +71 +27%
NG
623
NatWest Group
United Kingdom
$9.29K -$48.2K -1,696 -0.5%
Bessemer Group
624
Bessemer Group
New Jersey
$9K
DBT
625
Dubuque Bank & Trust
Iowa
$9K