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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
951
Burt Wealth Advisors
Maryland
$59K -$3.03K -75 -5%
LWM
952
Lenox Wealth Management
Ohio
$58K -$6.26K -155 -10%
MMG
953
Monetary Management Group
Missouri
$56K – – –
HIIFS
954
Harel Insurance Investments & Financial Services
Israel
$55K -$225K -5,565 -81%
FPB
955
First PREMIER Bank
South Dakota
$55K +$4.04K +100 +8%
MRCM
956
M&R Capital Management
New Jersey
$53K +$202 +5 +0.4%
FMB
957
Field & Main Bank
Kentucky
$52K – – –
OC
958
Oakworth Capital
Alabama
$51K -$57.7K -1,430 -54%
CHC
959
City Holding Co
West Virginia
$51K – – –
OIA
960
Optimum Investment Advisors
Illinois
$51K – – –
TL
961
TrueWealth LLC
Georgia
$51K – – –
LWM
962
Liberty Wealth Management
California
$46K -$228K -5,651 -84%
AF
963
Arrow Financial
New York
$45K -$55.7K -1,381 -56%
GSWM
964
Golden State Wealth Management
California
$45K – – –
EFSCE
965
Enterprise Financial Services Corp (EFSC)
Missouri
$44K -$103K -2,561 -71%
BWA
966
BDO Wealth Advisors
Florida
$43K – – –
GWS
967
Glassman Wealth Services
Virginia
$40K -$5.65K -140 -13%
SLF
968
Sun Life Financial
Ontario, Canada
$40K -$202 -5 -0.5%
MCM
969
Manchester Capital Management
Vermont
$40K – – –
SIC
970
Salem Investment Counselors
North Carolina
$40K – – –
BCA
971
Berman Capital Advisors
Georgia
$39K -$20.7K -512 -35%
RFA
972
Reilly Financial Advisors
California
$37K -$36.2K -897 -50%
AF
973
Advisornet Financial
Minnesota
$37K -$11.9K -295 -25%
FPFS
974
First Personal Financial Services
North Carolina
$37K -$40 -1 -0.1%
CRC
975
Curi RMB Capital
Illinois
$36K -$544K -13,479 -94%
37 38
39
40 41