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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AF
701
Arrow Financial
New York
$17K +$10.5K +399 +199%
NC
702
NewSquare Capital
Pennsylvania
$15K +$8.1K +307 +133%
DAM
703
Delta Asset Management
Tennessee
$14K
LNB
704
Ledyard National Bank
$14K
AWM
705
AllSquare Wealth Management
New York
$14K +$13.2K +501 New
FMP
706
Financial Management Professionals
Texas
$13K
KF
707
Krilogy Financial
Missouri
$13K +$12.4K +469 New
WA
708
Winfield Associates
Ohio
$13K +$12.7K +480 New
PCP
709
Proficio Capital Partners
Massachusetts
$12K -$5.88K -223 -34%
MWP
710
MYCIO Wealth Partners
Pennsylvania
$11K +$1K +38 +11%
BCM
711
Blume Capital Management
California
$10K
OC
712
Oakworth Capital
Alabama
$10K
CB
713
Community Bank
New York
$9K
SGAM
714
Smith Group Asset Management
Texas
$9K +$8.18K +310 New
PMFA
715
Plante Moran Financial Advisors
Michigan
$8K -$1.27K -48 -15%
FMII
716
Farmers & Merchants Investments Inc
Nebraska
$8K
TSU
717
TD Securities (USA)
New York
$8K +$53 +2 +0.7%
MBT
718
Monroe Bank & Trust
Michigan
$7K +$1.69K +64 +32%
PFBT
719
Parkside Financial Bank & Trust
Missouri
$7K +$1.85K +70 +36%
NSIM
720
North Star Investment Management
Illinois
$7K +$6.6K +250 New
PCM
721
Prelude Capital Management
New York
$6K -$160K -6,056 -97%
Nuveen
722
Nuveen
North Carolina
$5.26K -$229K -8,667 -4%
BWA
723
Burt Wealth Advisors
Maryland
$4K -$3.96K -150 -50%
MIM
724
Marco Investment Management
Georgia
$3.09K
AOWM
725
Alpha Omega Wealth Management
Virginia
$3K