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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DI
801
Diligent Investors
California
$347K -$17.7K -320 -5%
PWM
802
Perigon Wealth Management
California
$347K +$44.3K +800 +13%
SAM
803
Silvercrest Asset Management
New York
$343K -$38.7K -698 -9%
SFG
804
SNS Financial Group
Minnesota
$337K +$11.4K +206 +3%
ECM
805
ETrade Capital Management
Virginia
$336K +$48.5K +875 +15%
FMLI
806
Fukoku Mutual Life Insurance
Japan
$335K – – –
BG
807
Bahl & Gaynor
Ohio
$334K +$19.2K +346 +6%
WAS
808
WESPAC Advisors SoCal
California
$332K -$27.7K -500 -7%
HSA
809
HBK Sorce Advisory
Pennsylvania
$332K +$360K +6,505 New
TCM
810
Traynor Capital Management
Pennsylvania
$329K +$166 +3 +0%
FSA
811
Franklin Street Advisors
North Carolina
$329K +$357K +6,445 New
PP
812
Prudential plc
United Kingdom
$326K -$467K -8,432 -57%
WSCM
813
Wellington Shields Capital Management
New York
$326K – – –
RMDI
814
R.M. Davis Inc
Maine
$326K +$3.05K +55 +0.9%
CAPTRUST Financial Advisors
815
CAPTRUST Financial Advisors
North Carolina
$325K -$14.3K -259 -4%
TC
816
Telemus Capital
Michigan
$324K – – –
WKWM
817
Walter & Keenan Wealth Management
Indiana
$322K – – –
Tudor Investment Corp
818
Tudor Investment Corp
Connecticut
$322K +$349K +6,297 New
CPA
819
Court Place Advisors
Maryland
$321K -$8.31K -150 -2%
BCM
820
BTR Capital Management
California
$318K -$76.2K -1,375 -18%
MF
821
Magnetar Financial
Illinois
$317K +$343K +6,198 New
CIA
822
Choate Investment Advisors
Massachusetts
$315K -$69.6K -1,256 -17%
OMC
823
Overbrook Management Corp
New York
$311K -$161K -2,905 -32%
SWP
824
Stratos Wealth Partners
Ohio
$310K -$68.5K -1,237 -17%
PWPS
825
Pinnacle Wealth Planning Services
Ohio
$309K -$11.6K -209 -3%