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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
701
Financial Management Professionals
Texas
$14K +$2.85K +90 +25%
ADL
702
Asset Dedication LLC
California
$13K +$12.7K +401 New
OC
703
Oakworth Capital
Alabama
$12K +$11.1K +352 New
PMFA
704
Plante Moran Financial Advisors
Michigan
$11K -$6.77K -214 -40%
MWP
705
MYCIO Wealth Partners
Pennsylvania
$11K -$2.31K -73 -17%
CB
706
Community Bank
New York
$11K +$10.3K +327 New
BCM
707
Blume Capital Management
California
$11K +$10.8K +342 New
TFA
708
Transamerica Financial Advisors
Florida
$10K
TSU
709
TD Securities (USA)
New York
$9K -$13.1K -415 -61%
BWA
710
Burt Wealth Advisors
Maryland
$9K
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$9K
LWA
712
Lenox Wealth Advisors
New York
$9K +$8.26K +261 New
CBT
713
Central Bank & Trust
Kentucky
$9K +$8.89K +281 New
GXMC
714
Global X Management Company
New York
$8K -$633 -20 -8%
NC
715
NewSquare Capital
Pennsylvania
$8K
Loomis, Sayles & Company
716
Loomis, Sayles & Company
Massachusetts
$8K +$7.5K +237 New
MBT
717
Monroe Bank & Trust
Michigan
$7K
AF
718
Arrow Financial
New York
$7K +$6.36K +201 New
PCM
719
Penserra Capital Management
California
$7K +$6.96K +220 New
Nuveen
720
Nuveen
North Carolina
$6.47K -$6.64K -210 -0.1%
PFBT
721
Parkside Financial Bank & Trust
Missouri
$6K +$1.71K +54 +39%
TC
722
Trust Company
Kansas
$5.4K
JFA
723
JNBA Financial Advisors
Minnesota
$4K
KTC
724
Kistler-Tiffany Companies
Pennsylvania
$4K
SHJ
725
Sharkey, Howes & Javer
Colorado
$4K