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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
801
Hartford Financial Management
Connecticut
$84K
WAM
802
Watermark Asset Management
California
$82K +$83.3K +2,018 New
IWM
803
IHT Wealth Management
Illinois
$80K -$47.3K -1,146 -36%
WTB
804
Washington Trust Bank
Washington
$78K -$1.2K -29 -1%
AIM
805
Anchor Investment Management
South Carolina
$75.5K -$28.9K -700 -27%
AF
806
Allworth Financial
California
$75K
RFS
807
Rockefeller Financial Services
New York
$73K
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K -$252K -6,103 -77%
CPA
809
Clear Perspective Advisors
Illinois
$71K
TFO
810
Tarbox Family Office
California
$67K
CHC
811
City Holding Co
West Virginia
$66K
Carson Wealth (CWM LLC)
812
Carson Wealth (CWM LLC)
Nebraska
$61K -$11K -266 -15%
MRCM
813
M&R Capital Management
New Jersey
$59K +$83 +2 +0.1%
FDCDDQ
814
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K +$56.8K +1,376 New
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$55.5K -$4.54K -110 -7%
KF
816
Krilogy Financial
Missouri
$54K
SBL
817
Sargent Bickham Lagudis
Colorado
$54K +$26K +630 +91%
NCM
818
Nelson Capital Management
California
$53K
FMA
819
FNY Managed Accounts
New York
$51K +$51.6K +1,250 New
CS
820
Credential Securities
$50.8K +$38.6K +935 +301%
HCA
821
Harbour Capital Advisors
Virginia
$47.7K +$48.3K +1,170 New
SAM
822
Solaris Asset Management
New York
$47K
BAM
823
Barrett Asset Management
New York
$46K
ST
824
Smithfield Trust
Pennsylvania
$42K
MCM
825
Manchester Capital Management
Vermont
$39K