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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MJP
676
Michael J. Puzo
$6K +$5.37K +170 New
AWS
677
Aris Wealth Services
Pennsylvania
$5K – – –
TC
678
Trust Company
Kansas
$5K – – –
CBT
679
Central Bank & Trust
Kentucky
$5K +$4.8K +152 New
FPFS
680
First Personal Financial Services
North Carolina
$4K – – –
JFA
681
JNBA Financial Advisors
Minnesota
$4K – – –
KTC
682
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
SHJ
683
Sharkey, Howes & Javer
Colorado
$4K – – –
JWA
684
JFS Wealth Advisors
Pennsylvania
$3K -$664 -21 -20%
AA
685
Apriem Advisors
California
$3K – – –
GWS
686
Glassman Wealth Services
Virginia
$3K – – –
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
WA
688
WFG Advisors
Texas
$3K – – –
VIA
689
Vident Investment Advisory
Georgia
$3K +$2.78K +88 New
BCA
690
Bray Capital Advisors
Florida
$3K +$2.84K +90 New
TDC
691
Thompson Davis & Co
Virginia
$2K -$506 -16 -25%
SA
692
SRH Advisors
Kansas
$2K – – –
EWM
693
Edge Wealth Management
New York
$1K – – –
SAM
694
Solaris Asset Management
New York
$1K +$569 +18 New
UFA
695
US Financial Advisors
Massachusetts
$1K +$664 +21 New
MSFP
696
Mark Sheptoff Financial Planning
Connecticut
$1K +$1.04K +33 New
RWM
697
Raffa Wealth Management
District of Columbia
$849 – – –
PHS
698
PFM Health Sciences
California
– -$30.6M -1,004,371 Closed
ACM
699
Aviance Capital Management
Florida
– -$15.7M -514,202 Closed
Millennium Management
700
Millennium Management
New York
– -$14M -459,402 Closed