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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
Close Asset Management
United Kingdom
$20K +$20.6K +500 New
WIM
852
Westside Investment Management
California
$19.6K -$3.84K -93 -16%
FPFS
853
First Personal Financial Services
North Carolina
$19K – – –
FMP
854
Financial Management Professionals
Texas
$18K – – –
TDC
855
Thompson Davis & Co
Virginia
$16K +$5.95K +144 +58%
BKA
856
Brick & Kyle Associates
Pennsylvania
$16K +$16.5K +400 New
ATC
857
Adirondack Trust Company
New York
$15K -$9.5K -230 -39%
JCM
858
Jacobi Capital Management
Pennsylvania
$15K +$3.3K +80 +28%
HCM
859
Highlander Capital Management
New Jersey
$14K -$16.8K -407 -55%
AWM
860
AllSquare Wealth Management
New York
$14K -$950 -23 -6%
BCM
861
Blume Capital Management
California
$14K – – –
OC
862
Oakworth Capital
Alabama
$14K – – –
TCM
863
Tradewinds Capital Management
Washington
$14K – – –
WEC
864
Winslow Evans & Crocker
Massachusetts
$13.4K – – –
AA
865
Apriem Advisors
California
$13K – – –
FMII
866
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
PFBT
867
Parkside Financial Bank & Trust
Missouri
$12K +$206 +5 +2%
MAS
868
Madden Advisory Services
Florida
$12K +$12.4K +300 New
ZB
869
Zions Bancorporation
Utah
$11K -$22.1K -536 -66%
PMFA
870
Plante Moran Financial Advisors
Michigan
$11K -$5.41K -131 -32%
SGAM
871
Smith Group Asset Management
Texas
$11K -$413 -10 -4%
GI
872
Gradient Investments
Minnesota
$10K – – –
EWM
873
Edge Wealth Management
New York
$10K +$8.26K +200 +571%
AIL
874
AGF Investments LLC
Ontario, Canada
$10K +$9.74K +236 New
APSP
875
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$10.1K +245 New
33 34
35
36 37