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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
951
Optimum Investment Advisors
Illinois
$41K – – –
GWS
952
Glassman Wealth Services
Virginia
$40K -$6.8K -162 -12%
OC
953
Oakworth Capital
Alabama
$40K – – –
CC
954
Cognios Capital
Kansas
$40K +$50.9K +1,213 New
SQA
955
Simon Quick Advisors
New Jersey
$39K -$26K -619 -35%
PCIA
956
Prime Capital Investment Advisors
Kansas
$38K -$47.5K -1,133 -50%
BWM
957
Baystate Wealth Management
Massachusetts
$38K -$8.9K -212 -16%
BCA
958
Berman Capital Advisors
Georgia
$37K -$546 -13 -1%
FHA
959
Flagship Harbor Advisors
Massachusetts
$37K +$12.6K +301 +37%
SIAS
960
Shine Investment Advisory Services
Colorado
$36K – – –
LWA
961
Lenox Wealth Advisors
New York
$36K +$7.85K +187 +21%
GSWM
962
Golden State Wealth Management
California
$36K +$44.9K +1,069 New
BWA
963
BDO Wealth Advisors
Florida
$35K – – –
VCP
964
Verus Capital Partners
Arizona
$33K +$11.1K +265 +36%
AIL
965
AGF Investments LLC
Ontario, Canada
$33K +$41.5K +990 New
MCM
966
Manchester Capital Management
Vermont
$32K – – –
MAWCM
967
Mine & Arao Wealth Creation & Management
California
$32K +$40.3K +961 New
LWM
968
Liberty Wealth Management
California
$31K -$7.85K -187 -17%
TFO
969
Tarbox Family Office
California
$31K +$10.6K +253 +38%
LC
970
Lindbrook Capital
California
$30K -$22.7K -540 -38%
AIC
971
Ameritas Investment Company
Nebraska
$29K +$35.7K +850 New
PGAM
972
Princeton Global Asset Management
New Jersey
$28K +$6.59K +157 +24%
PFBT
973
Parkside Financial Bank & Trust
Missouri
$27K +$1.13K +27 +4%
AF
974
Arrow Financial
New York
$26K – – –
BFEC
975
Benjamin F. Edwards & Company
Missouri
$25K -$102K -2,432 -76%
37 38
39
40 41