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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
626
Transamerica Financial Advisors
Florida
$10K +$8.7K +300 New
RA
627
Rational Advisors
New York
$9K -$5.68K -196 -40%
DBT
628
Dubuque Bank & Trust
Iowa
$9K – – –
FMII
629
Farmers & Merchants Investments Inc
Nebraska
$9K +$7.71K +266 +1,209%
CIM
630
Cambria Investment Management
California
$7K – – –
NC
631
NewSquare Capital
Pennsylvania
$7K – – –
MWAN
632
Mariner Wealth Advisors (NYC)
Kansas
$7K +$6.58K +227 New
MBT
633
Monroe Bank & Trust
Michigan
$6K – – –
GI
634
Gradient Investments
Minnesota
$6K +$5.62K +194 New
AWS
635
Aris Wealth Services
Pennsylvania
$5K +$4.75K +164 New
TC
636
Trust Company
Kansas
$5K +$4.75K +164 New
FPFS
637
First Personal Financial Services
North Carolina
$4K – – –
SHJ
638
Sharkey, Howes & Javer
Colorado
$4K +$3.48K +120 New
IPC
639
Independent Portfolio Consultants
Florida
$4K +$4.17K +144 New
JWA
640
JFS Wealth Advisors
Pennsylvania
$3K -$14.5K -500 -83%
HR
641
Howe & Rusling
New York
$3K -$13.1K -451 -84%
JFA
642
JNBA Financial Advisors
Minnesota
$3K -$5.8K -200 -64%
AA
643
Apriem Advisors
California
$3K – – –
JFGIW
644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
KTC
645
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
GWS
646
Glassman Wealth Services
Virginia
$3K +$2.9K +100 New
TDC
647
Thompson Davis & Co
Virginia
$2K -$116 -4 -6%
SA
648
SRH Advisors
Kansas
$2K – – –
WA
649
WFG Advisors
Texas
$2K – – –
WCM
650
Wealthcare Capital Management
Virginia
$2K +$1.8K +62 New