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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
951
Toth Financial Advisory
Virginia
$68K -$822K -16,099 -92%
TL
952
TrueWealth LLC
Georgia
$65K – – –
MRCM
953
M&R Capital Management
New Jersey
$62K -$20.1K -394 -24%
GRP
954
Global Retirement Partners
California
$62K +$23.3K +456 +56%
CHC
955
City Holding Co
West Virginia
$60K – – –
OIA
956
Optimum Investment Advisors
Illinois
$60K – – –
LNB
957
Ledyard National Bank
$59K -$1.58K -31 -3%
MWM
958
MinichMacGregor Wealth Management
New York
$59K -$613 -12 -1%
BCM
959
Blume Capital Management
California
$59K – – –
OC
960
Oakworth Capital
Alabama
$59K – – –
DSC
961
Duncker Streett & Co
Missouri
$58K +$37.8K +740 +168%
FDCDDQ
962
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.2K -$12.9K -253 -18%
AF
963
Advisornet Financial
Minnesota
$54K +$2.55K +50 +5%
LWA
964
Lenox Wealth Advisors
New York
$51K -$42.8K -839 -45%
WTB
965
Washington Trust Bank
Washington
$48K -$30.8K -604 -38%
SQA
966
Simon Quick Advisors
New Jersey
$48K – – –
APP
967
Avantax Planning Partners
Iowa
$48K +$50.4K +986 New
MMG
968
Monetary Management Group
Missouri
$47K -$33.2K -650 -41%
MCM
969
Manchester Capital Management
Vermont
$47K – – –
PFGIA
970
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$7K +137 +17%
FHA
971
Flagship Harbor Advisors
Massachusetts
$45K -$1.48K -29 -3%
FC
972
Ferris Capital
Massachusetts
$43K -$5.97K -117 -12%
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$42.3K -$37.6K -737 -46%
MFW
974
Mosaic Family Wealth
Missouri
$42K +$20.4K +400 +80%
HT
975
Heritage Trust
Oklahoma
$39K – – –
37 38
39
40 41