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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Mascoma Wealth Management
New Hampshire
$95K -$61.5K -1,360 -37%
FCA
902
FinTrust Capital Advisors
South Carolina
$95K +$103K +2,288 New
AJ
903
Ashburton (Jersey)
Jersey
$94K +$64.9K +1,435 +171%
NCM
904
Next Capital Management
New York
$91K +$99.5K +2,200 New
PAM
905
Paradigm Asset Management
New York
$89.3K -$74.6K -1,650 -43%
LWM
906
Lenox Wealth Management
Ohio
$85K -$26.3K -581 -22%
LC
907
Lavaca Capital
Texas
$82K +$89.2K +1,971 New
HFM
908
Hartford Financial Management
Connecticut
$81K -$12.5K -277 -12%
ST
909
Smithfield Trust
Pennsylvania
$81K – – –
BWM
910
Baystate Wealth Management
Massachusetts
$81K +$7.83K +173 +11%
ATC
911
Adirondack Trust Company
New York
$80K -$6.06K -134 -7%
JG
912
Jefferies Group
New York
$79K +$86.4K +1,910 New
WANY
913
Wealthspire Advisors (New York)
New York
$75K +$81.9K +1,810 New
RE
914
RBC Europe
United Kingdom
$74.8K – – –
JFGIW
915
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K – – –
NSIM
916
North Star Investment Management
Illinois
$72K +$136 +3 +0.2%
LBG
917
Lloyds Banking Group
United Kingdom
$68K -$1.9K -42 -2%
CG
918
Cutler Group
California
$67K -$209K -4,616 -74%
APA
919
American Portfolios Advisors
New York
$66.7K -$374K -8,272 -84%
DSC
920
Duncker Streett & Co
Missouri
$65K +$18.1K +400 +34%
AC
921
Avestar Capital
New York
$64K -$12.1K -268 -12%
SBL
922
Sargent Bickham Lagudis
Colorado
$61K +$90 +2 +0.1%
WAM
923
Watermark Asset Management
California
$58K +$45 +1 +0.1%
PHK
924
Point72 Hong Kong
Hong Kong
$58K +$61.7K +1,365 +3,329%
Pacer Advisors
925
Pacer Advisors
Pennsylvania
$57K -$2.85M -63,105 -98%