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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
951
RPG Investment Advisory
California
$26K – – –
PCP
952
Proficio Capital Partners
Massachusetts
$25K +$1.93K +41 +9%
WIM
953
Westside Investment Management
California
$23.9K -$2.35K -50 -10%
EFSCE
954
Enterprise Financial Services Corp (EFSC)
Missouri
$23K – – –
FMP
955
Financial Management Professionals
Texas
$23K – – –
M
956
MOTCO
Texas
$23K – – –
GTAM
957
Global Trust Asset Management
Florida
$22K +$20.2K +429 New
WPA
958
West Paces Advisors
Georgia
$21.3K – – –
AIS
959
AlphaOne Investment Services
Pennsylvania
$21K +$47 +1 +0.2%
FMII
960
Farmers & Merchants Investments Inc
Nebraska
$21K +$987 +21 +5%
ATC
961
Adirondack Trust Company
New York
$21K +$1.88K +40 +11%
OIA
962
OneDigital Investment Advisors
Kansas
$20K – – –
PFA
963
Pathway Financial Advisors
Vermont
$20K +$18.5K +393 New
WAP
964
Wealthcare Advisory Partners
Pennsylvania
$19K +$893 +19 +5%
TCM
965
Tradewinds Capital Management
Washington
$19K +$1.64K +35 +10%
AWM
966
AllSquare Wealth Management
New York
$18K – – –
PS
967
Portfolio Solutions
Michigan
$18K +$16.2K +344 New
PCM
968
Poehling Capital Management
Wisconsin
$18K +$16.4K +350 New
HCM
969
Highlander Capital Management
New Jersey
$17K – – –
WEC
970
Winslow Evans & Crocker
Massachusetts
$16.9K – – –
CFD
971
Creative Financial Designs
Indiana
$16K -$235 -5 -2%
PGWM
972
Parisi Gray Wealth Management
New Jersey
$15K +$13.2K +282 New
FIB
973
First Interstate Bank
Montana
$14K -$18.8K -400 -59%
PMFA
974
Plante Moran Financial Advisors
Michigan
$14K – – –
GI
975
Gradient Investments
Minnesota
$14K +$12.6K +268 New
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