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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
926
Hartford Financial Management
Connecticut
$106K – – –
RWP
927
RWA Wealth Partners
Massachusetts
$104K +$42.7K +771 +61%
AC
928
Avestar Capital
New York
$101K -$3.43K -62 -3%
CBT
929
Capital Bank & Trust
California
$100K – – –
LWA
930
Lenox Wealth Advisors
New York
$96K -$9.14K -165 -8%
RE
931
RBC Europe
United Kingdom
$92K – – –
NSIM
932
North Star Investment Management
Illinois
$88K +$111 +2 +0.1%
JFGIW
933
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87K -$3.82K -69 -4%
MRCM
934
M&R Capital Management
New Jersey
$85K +$111 +2 +0.1%
MMG
935
Monetary Management Group
Missouri
$82K +$22.2K +400 +33%
MPWT
936
MassMutual Private Wealth & Trust
Connecticut
$81.6K +$7.59K +137 +9%
AssetMark Inc
937
AssetMark Inc
California
$81K -$11.5K -208 -12%
WTB
938
Washington Trust Bank
Washington
$80K +$3.32K +60 +4%
EMG
939
ETF Managers Group
New Jersey
$76K +$11.5K +208 +12%
TFS
940
TrustCore Financial Services
Tennessee
$74K +$5.87K +106 +8%
FMB
941
Field & Main Bank
Kentucky
$71K – – –
WAM
942
Watermark Asset Management
California
$71K +$55 +1 +0.1%
FDCDDQ
943
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.3K -$6.37K -115 -8%
MSE
944
MUFG Securities EMEA
United Kingdom
$69K +$74.5K +1,345 New
ATC
945
Adirondack Trust Company
New York
$68K +$10.2K +185 +16%
TL
946
TrueWealth LLC
Georgia
$67K +$3.88K +70 +6%
CHC
947
City Holding Co
West Virginia
$63K – – –
LNB
948
Ledyard National Bank
$63K – – –
OIA
949
Optimum Investment Advisors
Illinois
$62K – – –
MWM
950
MinichMacGregor Wealth Management
New York
$62K +$9.25K +167 +16%