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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
701
Stevens First Principles Investment Advisors
California
$16K – – –
AP
702
Atwood & Palmer
Missouri
$14K – – –
FMP
703
Financial Management Professionals
Texas
$14K +$2.85K +90 +25%
ADL
704
Asset Dedication LLC
California
$13K +$12.7K +401 New
OC
705
Oakworth Capital
Alabama
$12K +$11.1K +352 New
PMFA
706
Plante Moran Financial Advisors
Michigan
$11K -$6.77K -214 -40%
MWP
707
MYCIO Wealth Partners
Pennsylvania
$11K -$2.31K -73 -17%
CB
708
Community Bank
New York
$11K +$10.3K +327 New
BCM
709
Blume Capital Management
California
$11K +$10.8K +342 New
TFA
710
Transamerica Financial Advisors
Florida
$10K – – –
TSU
711
TD Securities (USA)
New York
$9K -$13.1K -415 -61%
BWA
712
Burt Wealth Advisors
Maryland
$9K – – –
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
LWA
714
Lenox Wealth Advisors
New York
$9K +$8.26K +261 New
CBT
715
Central Bank & Trust
Kentucky
$9K +$8.89K +281 New
GXMC
716
Global X Management Company
New York
$8K -$633 -20 -8%
NC
717
NewSquare Capital
Pennsylvania
$8K – – –
Loomis, Sayles & Company
718
Loomis, Sayles & Company
Massachusetts
$8K +$7.5K +237 New
MBT
719
Monroe Bank & Trust
Michigan
$7K – – –
AF
720
Arrow Financial
New York
$7K +$6.36K +201 New
PCM
721
Penserra Capital Management
California
$7K +$6.96K +220 New
PFBT
722
Parkside Financial Bank & Trust
Missouri
$6K +$1.71K +54 +39%
TC
723
Trust Company
Kansas
$5.4K – – –
JFA
724
JNBA Financial Advisors
Minnesota
$4K – – –
KTC
725
Kistler-Tiffany Companies
Pennsylvania
$4K – – –