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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$9K -$2.79K -95 -26%
FMII
752
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
CS
753
Credential Securities
$8.27K +$6.92K +236 +908%
Loomis, Sayles & Company
754
Loomis, Sayles & Company
Massachusetts
$8K -$3.37K -115 -31%
CRC
755
Curi RMB Capital
Illinois
$8K – – –
NSIM
756
North Star Investment Management
Illinois
$8K – – –
GBT
757
Grove Bank & Trust
Florida
$7K – – –
KTC
758
Kistler-Tiffany Companies
Pennsylvania
$7K +$2.99K +102 +91%
KT
759
Kanaly Trust
Texas
$6K -$41.8K -1,424 -88%
GWA
760
Guidant Wealth Advisors
Illinois
$6K +$5.87K +200 New
CB
761
Community Bank
New York
$5K – – –
MFW
762
Mosaic Family Wealth
Missouri
$5K – – –
ADL
763
Asset Dedication LLC
California
$5K +$4.63K +158 New
AIM
764
Arcadia Investment Management
Michigan
$4K – – –
BWA
765
Burt Wealth Advisors
Maryland
$4K – – –
HCM
766
Herndon Capital Management
Georgia
$4K – – –
MA
767
MCF Advisors
Kentucky
$4K – – –
SHJ
768
Sharkey, Howes & Javer
Colorado
$4K – – –
FPFS
769
First Personal Financial Services
North Carolina
$4K +$4.11K +140 New
AOWM
770
Alpha Omega Wealth Management
Virginia
$3K – – –
AA
771
Apriem Advisors
California
$3K – – –
GWS
772
Glassman Wealth Services
Virginia
$3K – – –
RWG
773
Regal Wealth Group
California
$3K – – –
DPA
774
Delphi Private Advisors
California
$3K +$2.2K +75 +682%
CIM
775
Contravisory Investment Management
Massachusetts
$3K +$2.4K +82 New