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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KT
601
Kanaly Trust
Texas
$28K -$488K -16,835 -95%
MCM
602
Manchester Capital Management
Vermont
$28K -$103K -3,542 -79%
NCM
603
Nelson Capital Management
California
$28K – – –
First Eagle Investment Management
604
First Eagle Investment Management
New York
$27K – – –
HF
605
Hoxton Financial
West Virginia
$27K – – –
CHP
606
Cable Hill Partners
Oregon
$24K -$1.01K -35 -4%
FANJ
607
Financial Architects (New Jersey)
New Jersey
$24K – – –
PIA
608
Peachtree Investment Advisors
Georgia
$24K – – –
TFO
609
Tarbox Family Office
California
$24K +$29 +1 +0.1%
HCM
610
Highlander Capital Management
New Jersey
$23K – – –
TCOV
611
Trust Company of Vermont
Vermont
$21K – – –
IMS
612
Index Management Solutions
Pennsylvania
$21K +$17.4K +602 +762%
PI
613
PineBridge Investments
New York
$20K +$19.2K +661 New
WEC
614
Winslow Evans & Crocker
Massachusetts
$19.5K – – –
ASN
615
Advisory Services Network
Georgia
$19K +$11.7K +405 +176%
PSI
616
Pinnacle Summer Investments
Virginia
$18K +$29 +1 +0.2%
BL
617
Balentine LLC
Georgia
$17K +$44.9K +1,548 New
PMFA
618
Plante Moran Financial Advisors
Michigan
$16K – – –
LNB
619
Ledyard National Bank
$15K – – –
DIA
620
Davidson Investment Advisors
Montana
$15K +$14.5K +500 New
RFS
621
Rockefeller Financial Services
New York
$15K +$14.5K +500 New
DAM
622
Delta Asset Management
Tennessee
$12K +$11.6K +400 New
MWP
623
MYCIO Wealth Partners
Pennsylvania
$11K +$29 +1 +0.3%
RIA
624
Regal Investment Advisors
Michigan
$10K -$5.59K -193 -36%
TCM
625
Tradewinds Capital Management
Washington
$10K – – –