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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
651
Cornerstone Advisors (Washington)
Washington
$102K -$107K -3,387 -52%
JIC
652
Joel Isaacson & Co
New York
$99K – – –
AF
653
Allworth Financial
California
$98K – – –
CG
654
Colony Group
Massachusetts
$96K -$35.9K -1,136 -28%
ASN
655
Advisory Services Network
Georgia
$96K +$79.1K +2,500 +581%
PAI
656
Pittenger & Anderson Inc
Nebraska
$92K – – –
HNB
657
Huntington National Bank
Ohio
$92K +$1.9K +60 +2%
AssetMark Inc
658
AssetMark Inc
California
$90K +$79.6K +2,517 +1,176%
BFEC
659
Benjamin F. Edwards & Company
Missouri
$80K +$1.93K +61 +3%
NCM
660
Nelson Capital Management
California
$80K +$47.5K +1,500 +163%
SF
661
Synovus Financial
Georgia
$79K – – –
QCG
662
Quadrant Capital Group
Ohio
$77K +$9.3K +294 +14%
BL
663
Balentine LLC
Georgia
$75K +$2.53K +80 +4%
MWM
664
MinichMacGregor Wealth Management
New York
$73K +$73.3K +2,315 New
KT
665
Kanaly Trust
Texas
$69K -$5.47K -173 -8%
S
666
SignatureFD
Georgia
$69K -$3.23K -102 -5%
HFM
667
Hartford Financial Management
Connecticut
$68K – – –
WA
668
WealthTrust-Arizona
Arizona
$68K – – –
CCS
669
Crosspoint Capital Strategies
California
$59K -$84.6K -2,674 -59%
RFS
670
Rockefeller Financial Services
New York
$59K -$15.8K -500 -22%
CHC
671
City Holding Co
West Virginia
$54K – – –
PAM
672
PT Asset Management
Illinois
$51K -$206K -6,500 -81%
CGT
673
Capital Guardian Trust
California
$49K -$5.19K -164 -10%
WAM
674
Wealthspire Advisors (Maryland)
Maryland
$49K +$47.3K +1,496 New
WTB
675
Washington Trust Bank
Washington
$47K -$7.78K -246 -15%