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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
651
Huntington National Bank
Ohio
$164K -$362K -12,753 -66%
IC
652
IKOS CIF
Cyprus
$159K +$180K +6,328 New
MFS
653
MSI Financial Services
Massachusetts
$153K -$28.1K -990 -14%
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$147K -$744K -26,182 -82%
PFS
655
Physicians Financial Services
North Carolina
$147K
SRP
656
Saddle Road Partners
Nebraska
$128K
CFG
657
CKW Financial Group
Hawaii
$127K
SIG
658
Schooner Investment Group
Pennsylvania
$126K
IIC
659
Integrated Investment Consultants
Michigan
$125K +$35.6K +1,252 +34%
CFA
660
Carroll Financial Associates
North Carolina
$116K -$5.12K -180 -4%
GLI
661
Guardian Life Insurance
New York
$114K +$2.13K +75 +2%
RFA
662
Reilly Financial Advisors
California
$108K +$11.4K +400 +10%
LWM
663
Lenox Wealth Management
Ohio
$104K +$12.6K +445 +12%
CAM
664
Cacti Asset Management
Georgia
$101K
SWA
665
Sutton Wealth Advisors
Florida
$98.2K
JIC
666
Joel Isaacson & Co
New York
$98K +$24.7K +870 +29%
FANJ
667
Financial Architects (New Jersey)
New Jersey
$95K
AssetMark Inc
668
AssetMark Inc
California
$91K +$5.6K +197 +6%
CBOA
669
Commonwealth Bank of Australia
Australia
$82K -$1.31K -46 -1%
CAW
670
Cornerstone Advisors (Washington)
Washington
$82K
CG
671
Cutler Group
California
$81K -$694K -24,408 -88%
SAMC
672
Shinko Asset Management Company
Japan
$78K
GWM
673
Geneos Wealth Management
Colorado
$78K +$28 +1 +0%
CCS
674
Crosspoint Capital Strategies
California
$76K
QCG
675
Quadrant Capital Group
Ohio
$76K +$8.38K +295 +10%