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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
826
Ledyard National Bank
$39K – – –
RAM
827
Riggs Asset Management
Pennsylvania
$39K +$36K +900 New
MWM
828
MinichMacGregor Wealth Management
New York
$38K -$1.04K -26 -3%
MCIA
829
Mountain Capital Investment Advisors
Colorado
$37K +$34.9K +871 New
CFD
830
Creative Financial Designs
Indiana
$35K +$40 +1 +0.1%
FC
831
Ferris Capital
Massachusetts
$35K +$32.8K +820 New
HT
832
Heritage Trust
Oklahoma
$34K – – –
AF
833
Arrow Financial
New York
$33K – – –
GWS
834
Glassman Wealth Services
Virginia
$31K +$25.1K +626 +596%
IPC
835
Independent Portfolio Consultants
Florida
$29K +$400 +10 +2%
IP
836
Intellectus Partners
California
$29K +$26.9K +671 New
ANBT
837
American National Bank & Trust
Texas
$28K – – –
WA
838
Winfield Associates
Ohio
$28K +$3.16K +79 +14%
GRP
839
Global Retirement Partners
California
$26K +$1.88K +47 +9%
DOA
840
D'Orazio & Associates
Virginia
$26K +$24K +599 New
PHK
841
Point72 Hong Kong
Hong Kong
$25K +$23.3K +581 New
DAM
842
Delta Asset Management
Tennessee
$24K – – –
FIB
843
First Interstate Bank
Montana
$23K – – –
MUS
844
Mitsubishi UFJ Securities
Japan
$23K +$21.2K +530 New
CAM
845
Close Asset Management
United Kingdom
$21K – – –
PK
846
Pflug Koory
Nebraska
$21K – – –
PFBT
847
Parkside Financial Bank & Trust
Missouri
$21K +$7.57K +189 +65%
RIA
848
RPG Investment Advisory
California
$21K +$20K +500 New
FPFS
849
First Personal Financial Services
North Carolina
$20K – – –
EFSCE
850
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$15.9K -396 -47%
32 33
34
35 36