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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
626
Joel Isaacson & Co
New York
$86K – – –
AF
627
Allworth Financial
California
$85K – – –
PAI
628
Pittenger & Anderson Inc
Nebraska
$80K -$2.57K -80 -3%
HNB
629
Huntington National Bank
Ohio
$78K -$519K -16,168 -86%
PR
630
Payden & Rygel
California
$75K – – –
AIM
631
Advantage Investment Management
Iowa
$73K -$3.47K -108 -4%
IWMPD
632
Integrated Wealth Management (Palm Desert)
California
$73K +$19.7K +615 +31%
SF
633
Synovus Financial
Georgia
$68K +$2.86K +89 +4%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$67K -$9.5K -296 -11%
KT
635
Kanaly Trust
Texas
$65K – – –
RFS
636
Rockefeller Financial Services
New York
$65K +$57.5K +1,791 +358%
BL
637
Balentine LLC
Georgia
$63K +$12.2K +381 +21%
S
638
SignatureFD
Georgia
$63K +$21.5K +669 +44%
QCG
639
Quadrant Capital Group
Ohio
$60K +$546 +17 +0.8%
HFM
640
Hartford Financial Management
Connecticut
$59K – – –
WA
641
WealthTrust-Arizona
Arizona
$59K +$6.42K +200 +11%
LWM
642
Lenox Wealth Management
Ohio
$54K – – –
IMS
643
Index Management Solutions
Pennsylvania
$52K +$4.62K +144 +9%
MGIA
644
Moneta Group Investment Advisors
Missouri
$51K +$57K +1,775 New
CGT
645
Capital Guardian Trust
California
$47K – – –
WTB
646
Washington Trust Bank
Washington
$47K – – –
CHC
647
City Holding Co
West Virginia
$46K – – –
ZB
648
Zions Bancorporation
Utah
$43K +$41.1K +1,282 New
PFO
649
Pathstone Family Office
New Jersey
$42K – – –
SIG
650
Stanford Investment Group
California
$35K +$10.4K +325 +36%
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