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SCHW

Charles Schwab

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