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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$118K +$109K +2,312 New
AIM
877
Anchor Investment Management
South Carolina
$116K +$4.7K +100 +5%
DBT
878
Dubuque Bank & Trust
Iowa
$113K – – –
OAMG
879
Odey Asset Management Group
United Kingdom
$113K – – –
HFP
880
Holistic Financial Partners
Indiana
$110K +$100K +2,136 New
LWM
881
Lenox Wealth Management
Ohio
$108K -$7.7K -164 -7%
HFM
882
Hartford Financial Management
Connecticut
$106K – – –
BWL
883
Bogart Wealth LLC
Virginia
$105K +$87.8K +1,870 +1,100%
CBT
884
Capital Bank & Trust
California
$100K -$24.4K -520 -21%
JFGIW
885
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K -$12.2K -260 -12%
AIM
886
Advantage Investment Management
Iowa
$97K -$11.8K -252 -12%
ST
887
Smithfield Trust
Pennsylvania
$93K +$8.93K +190 +12%
RE
888
RBC Europe
United Kingdom
$92.5K – – –
IWM
889
IHT Wealth Management
Illinois
$89K – – –
NSIM
890
North Star Investment Management
Illinois
$88K +$94 +2 +0.1%
MRCM
891
M&R Capital Management
New Jersey
$85K +$9.49K +202 +14%
AIM
892
ARK Investment Management
Florida
$85K +$78.1K +1,662 New
WTB
893
Washington Trust Bank
Washington
$84K +$4.7K +100 +7%
AC
894
Avestar Capital
New York
$84K +$89K +1,894 New
TL
895
TrueWealth LLC
Georgia
$82K +$75.3K +1,603 New
BCM
896
Blume Capital Management
California
$81K -$1.97K -42 -3%
PI
897
PineBridge Investments
New York
$79K -$788K -16,776 -92%
KF
898
Krilogy Financial
Missouri
$79K +$12.4K +263 +21%
EMG
899
ETF Managers Group
New Jersey
$78K +$10.1K +214 +17%
FDCDDQ
900
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.6K +$5.4K +115 +8%
34 35
36
37 38