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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
926
TrueWealth LLC
Georgia
$55K – – –
LNB
927
Ledyard National Bank
$54K +$4.52K +100 +8%
MRCM
928
M&R Capital Management
New Jersey
$53K +$136 +3 +0.2%
EWM
929
Executive Wealth Management
Michigan
$53K +$58K +1,283 New
GRP
930
Global Retirement Partners
California
$52K -$588 -13 -1%
SQA
931
Simon Quick Advisors
New Jersey
$52K +$12.9K +285 +29%
CHC
932
City Holding Co
West Virginia
$51K – – –
OIA
933
Optimum Investment Advisors
Illinois
$51K – – –
TFA
934
Toth Financial Advisory
Virginia
$49K -$8.96K -198 -14%
MCM
935
Manchester Capital Management
Vermont
$49K – – –
OC
936
Oakworth Capital
Alabama
$49K – – –
LWM
937
Liberty Wealth Management
California
$49K +$54.2K +1,199 New
BCM
938
Blume Capital Management
California
$48K -$2.26K -50 -4%
SFA
939
Semmax Financial Advisors
North Carolina
$47K +$50.8K +1,123 New
CLM
940
ClearBridge LLC (Maryland)
Maryland
$46K +$21.3K +470 +75%
FIB
941
First Interstate Bank
Montana
$46K +$47K +1,040 +1,486%
PCP
942
Proficio Capital Partners
Massachusetts
$43K +$19.2K +424 +70%
TAIM
943
TD Ameritrade Investment Management
Nebraska
$42K +$45.2K +1,000 New
MMG
944
Monetary Management Group
Missouri
$39K – – –
PFGIA
945
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
AF
946
Advisornet Financial
Minnesota
$38K -$7.87K -174 -16%
WTB
947
Washington Trust Bank
Washington
$37K -$2.85K -63 -6%
MFW
948
Mosaic Family Wealth
Missouri
$37K – – –
VCM
949
Vigilant Capital Management
Maine
$35K +$2.85K +63 +8%
KPW
950
Kore Private Wealth
New York
$35K +$38K +839 New
36 37
38
39 40