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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CS
751
Credential Securities
$8.27K +$6.92K +236 +908%
Loomis, Sayles & Company
752
Loomis, Sayles & Company
Massachusetts
$8K -$3.37K -115 -31%
CRC
753
Curi RMB Capital
Illinois
$8K
NSIM
754
North Star Investment Management
Illinois
$8K
GBT
755
Grove Bank & Trust
Florida
$7K
KTC
756
Kistler-Tiffany Companies
Pennsylvania
$7K +$2.99K +102 +91%
KT
757
Kanaly Trust
Texas
$6K -$41.8K -1,424 -88%
GWA
758
Guidant Wealth Advisors
Illinois
$6K +$5.87K +200 New
CB
759
Community Bank
New York
$5K
MFW
760
Mosaic Family Wealth
Missouri
$5K
ADL
761
Asset Dedication LLC
California
$5K +$4.63K +158 New
AIM
762
Arcadia Investment Management
Michigan
$4K
BWA
763
Burt Wealth Advisors
Maryland
$4K
HCM
764
Herndon Capital Management
Georgia
$4K
MA
765
MCF Advisors
Kentucky
$4K
SHJ
766
Sharkey, Howes & Javer
Colorado
$4K
FPFS
767
First Personal Financial Services
North Carolina
$4K +$4.11K +140 New
AOWM
768
Alpha Omega Wealth Management
Virginia
$3K
AA
769
Apriem Advisors
California
$3K
GWS
770
Glassman Wealth Services
Virginia
$3K
RWG
771
Regal Wealth Group
California
$3K
DPA
772
Delphi Private Advisors
California
$3K +$2.2K +75 +682%
CIM
773
Contravisory Investment Management
Massachusetts
$3K +$2.4K +82 New
ACS
774
Archford Capital Strategies
Illinois
$2K -$1.91K -65 -50%
BWP
775
Baldwin Wealth Partners
Massachusetts
$2K