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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
701
Dubuque Bank & Trust
Iowa
$18K -$5.38K -204 -24%
CHP
702
Cable Hill Partners
Oregon
$18K -$871 -33 -5%
TFO
703
Tarbox Family Office
California
$17K -$2.08K -79 -11%
AF
704
Arrow Financial
New York
$17K +$10.5K +399 +199%
NC
705
NewSquare Capital
Pennsylvania
$15K +$8.1K +307 +133%
DAM
706
Delta Asset Management
Tennessee
$14K – – –
LNB
707
Ledyard National Bank
$14K – – –
AWM
708
AllSquare Wealth Management
New York
$14K +$13.2K +501 New
FMP
709
Financial Management Professionals
Texas
$13K – – –
KF
710
Krilogy Financial
Missouri
$13K +$12.4K +469 New
WA
711
Winfield Associates
Ohio
$13K +$12.7K +480 New
PCP
712
Proficio Capital Partners
Massachusetts
$12K -$5.88K -223 -34%
MWP
713
MYCIO Wealth Partners
Pennsylvania
$11K +$1K +38 +11%
BCM
714
Blume Capital Management
California
$10K – – –
OC
715
Oakworth Capital
Alabama
$10K – – –
CB
716
Community Bank
New York
$9K – – –
SGAM
717
Smith Group Asset Management
Texas
$9K +$8.18K +310 New
PMFA
718
Plante Moran Financial Advisors
Michigan
$8K -$1.27K -48 -15%
FMII
719
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
TSU
720
TD Securities (USA)
New York
$8K +$53 +2 +0.7%
MBT
721
Monroe Bank & Trust
Michigan
$7K +$1.69K +64 +32%
PFBT
722
Parkside Financial Bank & Trust
Missouri
$7K +$1.85K +70 +36%
NSIM
723
North Star Investment Management
Illinois
$7K +$6.6K +250 New
PCM
724
Prelude Capital Management
New York
$6K -$160K -6,056 -97%
PCM
725
Penserra Capital Management
California
$6K +$185 +7 +3%
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