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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
601
Nelson Capital Management
California
$28K
First Eagle Investment Management
602
First Eagle Investment Management
New York
$27K
HF
603
Hoxton Financial
West Virginia
$27K
CHP
604
Cable Hill Partners
Oregon
$24K -$1.01K -35 -4%
FANJ
605
Financial Architects (New Jersey)
New Jersey
$24K
PIA
606
Peachtree Investment Advisors
Georgia
$24K
TFO
607
Tarbox Family Office
California
$24K +$29 +1 +0.1%
HCM
608
Highlander Capital Management
New Jersey
$23K
TCOV
609
Trust Company of Vermont
Vermont
$21K
IMS
610
Index Management Solutions
Pennsylvania
$21K +$17.4K +602 +762%
PI
611
PineBridge Investments
New York
$20K +$19.2K +661 New
WEC
612
Winslow Evans & Crocker
Massachusetts
$19.5K
ASN
613
Advisory Services Network
Georgia
$19K +$11.7K +405 +176%
PSI
614
Pinnacle Summer Investments
Virginia
$18K +$29 +1 +0.2%
BL
615
Balentine LLC
Georgia
$17K +$44.9K +1,548 New
PMFA
616
Plante Moran Financial Advisors
Michigan
$16K
LNB
617
Ledyard National Bank
$15K
DIA
618
Davidson Investment Advisors
Montana
$15K +$14.5K +500 New
RFS
619
Rockefeller Financial Services
New York
$15K +$14.5K +500 New
DAM
620
Delta Asset Management
Tennessee
$12K +$11.6K +400 New
MWP
621
MYCIO Wealth Partners
Pennsylvania
$11K +$29 +1 +0.3%
RIA
622
Regal Investment Advisors
Michigan
$10K -$5.59K -193 -36%
TCM
623
Tradewinds Capital Management
Washington
$10K
TFA
624
Transamerica Financial Advisors
Florida
$10K +$8.7K +300 New
RA
625
Rational Advisors
New York
$9K -$5.68K -196 -40%