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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
676
Stanford Investment Group
California
$40K – – –
ZB
677
Zions Bancorporation
Utah
$34K +$3.83K +121 +9%
AIM
678
Advantage Investment Management
Iowa
$33K -$49.4K -1,561 -61%
RWA
679
Ropes Wealth Advisors
Massachusetts
$33K – – –
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$2.72K +86 +9%
SIM
681
Sonora Investment Management
Arizona
$33K +$14.7K +465 +87%
WEC
682
Winslow Evans & Crocker
Massachusetts
$32.8K +$2.09K +66 +7%
LWM
683
Lenox Wealth Management
Ohio
$31K -$30.3K -959 -51%
MCM
684
Manchester Capital Management
Vermont
$31K – – –
FIB
685
First Interstate Bank
Montana
$30K -$244K -7,720 -89%
IWMPD
686
Integrated Wealth Management (Palm Desert)
California
$30K -$52.1K -1,645 -64%
First Eagle Investment Management
687
First Eagle Investment Management
New York
$30K – – –
HF
688
Hoxton Financial
West Virginia
$30K – – –
DBT
689
Dubuque Bank & Trust
Iowa
$28K +$17.1K +541 +180%
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$21.9K +691 +557%
AIA
691
Allegis Investment Advisors
Idaho
$25K +$24K +759 New
HCM
692
Highlander Capital Management
New Jersey
$24K – – –
TFO
693
Tarbox Family Office
California
$23K -$2.6K -82 -11%
CHP
694
Cable Hill Partners
Oregon
$22K – – –
CRM
695
Cramer Rosenthal McGlynn
Connecticut
$22K – – –
AIM
696
Arcadia Investment Management
Michigan
$22K +$20.7K +653 New
PCP
697
Proficio Capital Partners
Massachusetts
$22K +$21K +665 New
PSI
698
Pinnacle Summer Investments
Virginia
$20K +$570 +18 +3%
DAM
699
Delta Asset Management
Tennessee
$16K – – –
LNB
700
Ledyard National Bank
$16K – – –