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SCHW

Charles Schwab

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