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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K +$9.13K +228 +13%
AIM
802
Anchor Investment Management
South Carolina
$79.5K
AF
803
Allworth Financial
California
$79K
LWM
804
Lenox Wealth Management
Ohio
$78K -$19.3K -482 -21%
RFS
805
Rockefeller Financial Services
New York
$77K
CBT
806
Capital Bank & Trust
California
$77K +$71.6K +1,788 New
CPA
807
Clear Perspective Advisors
Illinois
$75K
NSIM
808
North Star Investment Management
Illinois
$73K +$38.4K +960 +128%
LCM
809
Liberty Capital Management
Michigan
$69K +$35.8K +895 +127%
MPWT
810
MassMutual Private Wealth & Trust
Connecticut
$66.5K +$7.57K +189 +14%
WIM
811
Westside Investment Management
California
$62.6K +$37.6K +938 +189%
FDCDDQ
812
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.1K
MRCM
813
M&R Capital Management
New Jersey
$59K +$120 +3 +0.2%
CHC
814
City Holding Co
West Virginia
$56K -$12.9K -322 -20%
SBL
815
Sargent Bickham Lagudis
Colorado
$56K -$761 -19 -1%
NCM
816
Nelson Capital Management
California
$56K
KF
817
Krilogy Financial
Missouri
$55K -$3.4K -85 -6%
WTB
818
Washington Trust Bank
Washington
$51K -$29K -725 -38%
EMG
819
ETF Managers Group
New Jersey
$51K +$47.5K +1,187 New
SAM
820
Solaris Asset Management
New York
$50K
ST
821
Smithfield Trust
Pennsylvania
$45K
MCM
822
Manchester Capital Management
Vermont
$41K
First Eagle Investment Management
823
First Eagle Investment Management
New York
$39K
LNB
824
Ledyard National Bank
$39K
RAM
825
Riggs Asset Management
Pennsylvania
$39K +$36K +900 New