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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
801
Watermark Asset Management
California
$87K +$40 +1 +0%
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K +$9.13K +228 +13%
IWM
803
IHT Wealth Management
Illinois
$83K +$28.3K +706 +35%
AIM
804
Anchor Investment Management
South Carolina
$79.5K – – –
AF
805
Allworth Financial
California
$79K – – –
LWM
806
Lenox Wealth Management
Ohio
$78K -$19.3K -482 -21%
RFS
807
Rockefeller Financial Services
New York
$77K – – –
CBT
808
Capital Bank & Trust
California
$77K +$71.6K +1,788 New
CPA
809
Clear Perspective Advisors
Illinois
$75K – – –
NSIM
810
North Star Investment Management
Illinois
$73K +$38.4K +960 +128%
LCM
811
Liberty Capital Management
Michigan
$69K +$35.8K +895 +127%
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$66.5K +$7.57K +189 +14%
WIM
813
Westside Investment Management
California
$62.6K +$37.6K +938 +189%
FDCDDQ
814
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.1K – – –
MRCM
815
M&R Capital Management
New Jersey
$59K +$120 +3 +0.2%
CHC
816
City Holding Co
West Virginia
$56K -$12.9K -322 -20%
SBL
817
Sargent Bickham Lagudis
Colorado
$56K -$761 -19 -1%
NCM
818
Nelson Capital Management
California
$56K – – –
KF
819
Krilogy Financial
Missouri
$55K -$3.4K -85 -6%
WTB
820
Washington Trust Bank
Washington
$51K -$29K -725 -38%
EMG
821
ETF Managers Group
New Jersey
$51K +$47.5K +1,187 New
SAM
822
Solaris Asset Management
New York
$50K – – –
ST
823
Smithfield Trust
Pennsylvania
$45K – – –
MCM
824
Manchester Capital Management
Vermont
$41K – – –
First Eagle Investment Management
825
First Eagle Investment Management
New York
$39K – – –