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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
901
Lenox Wealth Management
Ohio
$85K -$26.3K -581 -22%
LC
902
Lavaca Capital
Texas
$82K +$89.2K +1,971 New
HFM
903
Hartford Financial Management
Connecticut
$81K -$12.5K -277 -12%
ST
904
Smithfield Trust
Pennsylvania
$81K
BWM
905
Baystate Wealth Management
Massachusetts
$81K +$7.83K +173 +11%
ATC
906
Adirondack Trust Company
New York
$80K -$6.06K -134 -7%
JG
907
Jefferies Group
New York
$79K +$86.4K +1,910 New
WANY
908
Wealthspire Advisors (New York)
New York
$75K +$81.9K +1,810 New
RE
909
RBC Europe
United Kingdom
$74.8K
JFGIW
910
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K
NSIM
911
North Star Investment Management
Illinois
$72K +$136 +3 +0.2%
LBG
912
Lloyds Banking Group
United Kingdom
$68K -$1.9K -42 -2%
CG
913
Cutler Group
California
$67K -$209K -4,616 -74%
APA
914
American Portfolios Advisors
New York
$66.7K -$374K -8,272 -84%
DSC
915
Duncker Streett & Co
Missouri
$65K +$18.1K +400 +34%
AC
916
Avestar Capital
New York
$64K -$12.1K -268 -12%
SBL
917
Sargent Bickham Lagudis
Colorado
$61K +$90 +2 +0.1%
WAM
918
Watermark Asset Management
California
$58K +$45 +1 +0.1%
PHK
919
Point72 Hong Kong
Hong Kong
$58K +$61.7K +1,365 +3,329%
Pacer Advisors
920
Pacer Advisors
Pennsylvania
$57K -$2.85M -63,105 -98%
TL
921
TrueWealth LLC
Georgia
$55K
LNB
922
Ledyard National Bank
$54K +$4.52K +100 +8%
MRCM
923
M&R Capital Management
New Jersey
$53K +$136 +3 +0.2%
EWM
924
Executive Wealth Management
Michigan
$53K +$58K +1,283 New
GRP
925
Global Retirement Partners
California
$52K -$588 -13 -1%