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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AF
776
Allworth Financial
California
$72K – – –
RFS
777
Rockefeller Financial Services
New York
$71K – – –
SIG
778
Stanford Investment Group
California
$70K +$5.25K +147 +9%
Carson Wealth (CWM LLC)
779
Carson Wealth (CWM LLC)
Nebraska
$69K +$30.1K +842 +93%
CPA
780
Clear Perspective Advisors
Illinois
$69K +$62.5K +1,750 New
AIM
781
Advantage Investment Management
Iowa
$68K +$26.2K +734 +73%
CHC
782
City Holding Co
West Virginia
$64K – – –
TFO
783
Tarbox Family Office
California
$64K +$35.7K +1,000 +158%
MPWT
784
MassMutual Private Wealth & Trust
Connecticut
$58K +$52.5K +1,470 New
MRCM
785
M&R Capital Management
New Jersey
$57K +$71 +2 +0.1%
WPA
786
West Paces Advisors
Georgia
$56.2K +$50.9K +1,424 New
FQ
787
First Quadrant
California
$55K – – –
KF
788
Krilogy Financial
Missouri
$54K -$4.36K -122 -8%
NCM
789
Nelson Capital Management
California
$51K – – –
SAM
790
Solaris Asset Management
New York
$46K – – –
BAM
791
Barrett Asset Management
New York
$44K +$6.65K +186 +20%
ST
792
Smithfield Trust
Pennsylvania
$41K +$36.8K +1,030 New
SPIA
793
Steward Partners Investment Advisory
New York
$40K +$36.5K +1,021 New
MCM
794
Manchester Capital Management
Vermont
$37K – – –
MWM
795
MinichMacGregor Wealth Management
New York
$36K -$8.82K -247 -21%
First Eagle Investment Management
796
First Eagle Investment Management
New York
$36K – – –
CF
797
CenterStar Fund
Illinois
$34K – – –
TI
798
Turner Investments
Pennsylvania
$34K +$30.4K +850 New
ZB
799
Zions Bancorporation
Utah
$33K -$9.07K -254 -24%
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$1.79K -50 -6%