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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
951
Shine Investment Advisory Services
Colorado
$97K -$18.2K -403 -15%
CBT
952
Capital Bank & Trust
California
$94K -$54.6K -1,209 -35%
NCM
953
Next Capital Management
New York
$94K – – –
PB
954
Pinnacle Bancorp
Nebraska
$93K -$14.5K -322 -13%
JFGIW
955
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K +$19.2K +425 +24%
CFGS
956
Concourse Financial Group Securities
Alabama
$92K +$71.7K +1,588 +268%
FEG
957
Financial Enhancement Group
Indiana
$90K -$126K -2,782 -57%
LWM
958
Lenox Wealth Management
Ohio
$89K +$632 +14 +0.7%
ST
959
Smithfield Trust
Pennsylvania
$88K +$5.42K +120 +6%
SLF
960
Sun Life Financial
Ontario, Canada
$86K -$58.8K -1,303 -39%
DSC
961
Duncker Streett & Co
Missouri
$85K +$18.1K +400 +25%
LC
962
Lavaca Capital
Texas
$84K – – –
SFA
963
Semmax Financial Advisors
North Carolina
$82K +$35.9K +796 +71%
AC
964
Avestar Capital
New York
$80K +$13.5K +299 +15%
HFM
965
Hartford Financial Management
Connecticut
$77K -$6.77K -150 -8%
RE
966
RBC Europe
United Kingdom
$77K – – –
BWM
967
Baystate Wealth Management
Massachusetts
$76K +$226 +5 +0.3%
IA
968
IFP Advisors
Florida
$75K -$284K -6,291 -78%
OIA
969
OneDigital Investment Advisors
Kansas
$70K +$40.9K +905 +125%
PCIA
970
Prime Capital Investment Advisors
Kansas
$68K -$160K -3,540 -69%
GRP
971
Global Retirement Partners
California
$67K +$13.9K +307 +24%
ED
972
Exane Derivatives
France
$63.9K +$67.5K +1,495 New
BWA
973
Burt Wealth Advisors
Maryland
$63K +$63.2K +1,400 +1,867%
TFS
974
TrustCore Financial Services
Tennessee
$62K +$65K +1,440 New
FGAM
975
Financial Gravity Asset Management
Texas
$59K +$60.4K +1,337 New
37 38
39
40 41