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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
651
Burt Wealth Advisors
Maryland
$18K +$17.2K +545 New
LNB
652
Ledyard National Bank
$16K
RFS
653
Rockefeller Financial Services
New York
$16K
DAM
654
Delta Asset Management
Tennessee
$16K +$3.16K +100 +25%
AH
655
Achievement Holdings
Illinois
$15.4K +$14.9M +470,900 New
ASN
656
Advisory Services Network
Georgia
$14K -$6.48K -205 -32%
KA
657
Klingman & Associates
New York
$14K +$13.2K +419 New
AP
658
Atwood & Palmer
Missouri
$14K +$13.5K +426 New
Bessemer Group
659
Bessemer Group
New Jersey
$12K -$24.2K -767 -67%
TCM
660
Tradewinds Capital Management
Washington
$11K
MWP
661
MYCIO Wealth Partners
Pennsylvania
$11K +$32 +1 +0.3%
PMFA
662
Plante Moran Financial Advisors
Michigan
$10K -$7.14K -226 -43%
RA
663
Rational Advisors
New York
$10K
TFA
664
Transamerica Financial Advisors
Florida
$10K
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$9K
ANBT
666
American National Bank & Trust
Texas
$9K +$8.53K +270 New
WTC
667
WhitTier Trust Company
Nevada
$9K +$8.69K +275 New
NC
668
NewSquare Capital
Pennsylvania
$8K
KCM
669
Karp Capital Management
California
$8K +$7.3K +231 New
MBT
670
Monroe Bank & Trust
Michigan
$7K
AssetMark Inc
671
AssetMark Inc
California
$7K +$6.76K +214 New
GXMC
672
Global X Management Company
New York
$7K +$7.08K +224 New
Nuveen
673
Nuveen
North Carolina
$6.14K +$43.4K +1,372 +0.7%
MJP
674
Michael J. Puzo
$6K +$5.37K +170 New
AWS
675
Aris Wealth Services
Pennsylvania
$5K