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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
726
Woodmont Investment Counsel
Tennessee
$22K +$20.6K +702 New
ANBT
727
American National Bank & Trust
Texas
$21K – – –
JSAM
728
J. Safra Asset Management
New York
$21K – – –
FIB
729
First Interstate Bank
Montana
$20K -$4.4K -150 -19%
TFO
730
Tarbox Family Office
California
$20K +$411 +14 +2%
ATC
731
Adirondack Trust Company
New York
$19K +$17.3K +590 New
PCM
732
Penserra Capital Management
California
$17K +$6.63K +226 +66%
AWM
733
AllSquare Wealth Management
New York
$16K – – –
DAM
734
Delta Asset Management
Tennessee
$16K – – –
LNB
735
Ledyard National Bank
$16K – – –
NC
736
NewSquare Capital
Pennsylvania
$16K – – –
WA
737
WFG Advisors
Texas
$16K – – –
PCP
738
Proficio Capital Partners
Massachusetts
$15K – – –
FMP
739
Financial Management Professionals
Texas
$14K – – –
CCM
740
Cribstone Capital Management
Maine
$14K +$557 +19 +4%
BFEC
741
Benjamin F. Edwards & Company
Missouri
$13K – – –
WA
742
Winfield Associates
Ohio
$13K +$1.76K +60 +18%
JCM
743
Jacobi Capital Management
Pennsylvania
$12K – – –
BCM
744
Blume Capital Management
California
$11K – – –
OC
745
Oakworth Capital
Alabama
$11K – – –
TCM
746
Tradewinds Capital Management
Washington
$11K +$29 +1 +0.3%
WEC
747
Winslow Evans & Crocker
Massachusetts
$10.4K -$11.6K -396 -55%
CHP
748
Cable Hill Partners
Oregon
$10K -$8.3K -283 -48%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$10K +$762 +26 +10%
TDC
750
Thompson Davis & Co
Virginia
$10K +$7.92K +270 +491%