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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CGT
701
Capital Guardian Trust
California
$31K – – –
SIM
702
Sonora Investment Management
Arizona
$30.4K -$14.2K -500 -29%
MWM
703
MinichMacGregor Wealth Management
New York
$29K -$171 -6 -0.5%
AIM
704
Advantage Investment Management
Iowa
$25K – – –
BAM
705
Barrett Asset Management
New York
$24K – – –
MCM
706
Manchester Capital Management
Vermont
$24K – – –
First Eagle Investment Management
707
First Eagle Investment Management
New York
$23K – – –
EFSCE
708
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
FIB
709
First Interstate Bank
Montana
$20K – – –
HCM
710
Highlander Capital Management
New Jersey
$19K – – –
AF
711
Arrow Financial
New York
$19K +$4.83K +170 +28%
WEC
712
Winslow Evans & Crocker
Massachusetts
$18.3K -$3.61K -127 -15%
ANBT
713
American National Bank & Trust
Texas
$17K +$18.6K +655 New
JSAM
714
J. Safra Asset Management
New York
$17K +$18.8K +662 New
CHP
715
Cable Hill Partners
Oregon
$16K – – –
TFO
716
Tarbox Family Office
California
$16K +$227 +8 +1%
MWP
717
MYCIO Wealth Partners
Pennsylvania
$14K +$4.41K +155 +40%
NC
718
NewSquare Capital
Pennsylvania
$13K -$1.08K -38 -7%
AWM
719
AllSquare Wealth Management
New York
$13K – – –
DAM
720
Delta Asset Management
Tennessee
$13K – – –
PCP
721
Proficio Capital Partners
Massachusetts
$13K +$512 +18 +4%
WA
722
WFG Advisors
Texas
$13K +$11.9K +418 +510%
LNB
723
Ledyard National Bank
$12K – – –
PI
724
PineBridge Investments
New York
$12K +$13.8K +484 New
BFEC
725
Benjamin F. Edwards & Company
Missouri
$11K -$12.5K -440 -51%