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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
626
Hartford Financial Management
Connecticut
$67K +$65.6K +2,077 New
IWMPD
627
Integrated Wealth Management (Palm Desert)
California
$64K -$7.93K -251 -11%
LWM
628
Lenox Wealth Management
Ohio
$62K – – –
WA
629
WealthTrust-Arizona
Arizona
$61K – – –
DBT
630
Dubuque Bank & Trust
Iowa
$60K +$48.4K +1,530 +510%
BL
631
Balentine LLC
Georgia
$59K +$8.6K +272 +18%
IMS
632
Index Management Solutions
Pennsylvania
$55K +$31.9K +1,008 +148%
CGT
633
Capital Guardian Trust
California
$54K -$68.3K -2,160 -57%
WTB
634
Washington Trust Bank
Washington
$54K – – –
CHC
635
City Holding Co
West Virginia
$53K – – –
S
636
SignatureFD
Georgia
$50K +$885 +28 +2%
PFO
637
Pathstone Family Office
New Jersey
$48K +$46.1K +1,460 New
CIM
638
Cambria Investment Management
California
$44K +$35.2K +1,115 +459%
WA
639
Waverly Advisors
Alabama
$33K – – –
RWA
640
Ropes Wealth Advisors
Massachusetts
$33K +$31.6K +1,000 New
MCM
641
Manchester Capital Management
Vermont
$31K – – –
TCOV
642
Trust Company of Vermont
Vermont
$31K +$8.85K +280 +41%
NCM
643
Nelson Capital Management
California
$30K – – –
WEC
644
Winslow Evans & Crocker
Massachusetts
$29.2K +$8.09K +256 +40%
SIG
645
Stanford Investment Group
California
$29K -$7.17K -227 -20%
First Eagle Investment Management
646
First Eagle Investment Management
New York
$29K – – –
HF
647
Hoxton Financial
West Virginia
$29K – – –
VCM
648
Vigilant Capital Management
Maine
$28K +$27.3K +865 New
FANJ
649
Financial Architects (New Jersey)
New Jersey
$26K – – –
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$12.3K -389 -34%