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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
MinichMacGregor Wealth Management
New York
$38K -$1.04K -26 -3%
MCIA
827
Mountain Capital Investment Advisors
Colorado
$37K +$34.9K +871 New
CFD
828
Creative Financial Designs
Indiana
$35K +$40 +1 +0.1%
FC
829
Ferris Capital
Massachusetts
$35K +$32.8K +820 New
HT
830
Heritage Trust
Oklahoma
$34K – – –
AF
831
Arrow Financial
New York
$33K – – –
GWS
832
Glassman Wealth Services
Virginia
$31K +$25.1K +626 +596%
IPC
833
Independent Portfolio Consultants
Florida
$29K +$400 +10 +2%
IP
834
Intellectus Partners
California
$29K +$26.9K +671 New
ANBT
835
American National Bank & Trust
Texas
$28K – – –
WA
836
Winfield Associates
Ohio
$28K +$3.16K +79 +14%
GRP
837
Global Retirement Partners
California
$26K +$1.88K +47 +9%
DOA
838
D'Orazio & Associates
Virginia
$26K +$24K +599 New
PHK
839
Point72 Hong Kong
Hong Kong
$25K +$23.3K +581 New
DAM
840
Delta Asset Management
Tennessee
$24K – – –
FIB
841
First Interstate Bank
Montana
$23K – – –
MUS
842
Mitsubishi UFJ Securities
Japan
$23K +$21.2K +530 New
CAM
843
Close Asset Management
United Kingdom
$21K – – –
PK
844
Pflug Koory
Nebraska
$21K – – –
PFBT
845
Parkside Financial Bank & Trust
Missouri
$21K +$7.57K +189 +65%
RIA
846
RPG Investment Advisory
California
$21K +$20K +500 New
FPFS
847
First Personal Financial Services
North Carolina
$20K – – –
EFSCE
848
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$15.9K -396 -47%
PCP
849
Proficio Capital Partners
Massachusetts
$19K -$5.48K -137 -24%
FMP
850
Financial Management Professionals
Texas
$19K – – –
32 33
34
35 36