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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
651
Tarbox Family Office
California
$25K – – –
HCM
652
Highlander Capital Management
New Jersey
$24K – – –
CHP
653
Cable Hill Partners
Oregon
$23K -$4.74K -150 -18%
PSI
654
Pinnacle Summer Investments
Virginia
$19K +$32 +1 +0.2%
BWA
655
Burt Wealth Advisors
Maryland
$18K +$17.2K +545 New
LNB
656
Ledyard National Bank
$16K – – –
RFS
657
Rockefeller Financial Services
New York
$16K – – –
DAM
658
Delta Asset Management
Tennessee
$16K +$3.16K +100 +25%
ASN
659
Advisory Services Network
Georgia
$14K -$6.48K -205 -32%
KA
660
Klingman & Associates
New York
$14K +$13.2K +419 New
AP
661
Atwood & Palmer
Missouri
$14K +$13.5K +426 New
Bessemer Group
662
Bessemer Group
New Jersey
$12K -$24.2K -767 -67%
TCM
663
Tradewinds Capital Management
Washington
$11K – – –
MWP
664
MYCIO Wealth Partners
Pennsylvania
$11K +$32 +1 +0.3%
PMFA
665
Plante Moran Financial Advisors
Michigan
$10K -$7.14K -226 -43%
RA
666
Rational Advisors
New York
$10K – – –
TFA
667
Transamerica Financial Advisors
Florida
$10K – – –
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
ANBT
669
American National Bank & Trust
Texas
$9K +$8.53K +270 New
WTC
670
WhitTier Trust Company
Nevada
$9K +$8.69K +275 New
NC
671
NewSquare Capital
Pennsylvania
$8K – – –
KCM
672
Karp Capital Management
California
$8K +$7.3K +231 New
MBT
673
Monroe Bank & Trust
Michigan
$7K – – –
AssetMark Inc
674
AssetMark Inc
California
$7K +$6.76K +214 New
GXMC
675
Global X Management Company
New York
$7K +$7.08K +224 New