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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
976
Tradewinds Capital Management
Washington
$19K – – –
WAP
977
Wealthcare Advisory Partners
Pennsylvania
$18K -$1.07K -20 -5%
AWM
978
AllSquare Wealth Management
New York
$18K – – –
PCM
979
Poehling Capital Management
Wisconsin
$18K – – –
OAJ
980
Ogorek Anthony Joseph
New York
$18K +$19.4K +362 New
WEC
981
Winslow Evans & Crocker
Massachusetts
$17.1K – – –
HCM
982
Highlander Capital Management
New Jersey
$17K – – –
CCM
983
Cribstone Capital Management
Maine
$17K +$17.1K +319 New
SFM
984
Signet Financial Management
New Jersey
$17K +$17.9K +334 New
CFD
985
Creative Financial Designs
Indiana
$16K +$54 +1 +0.3%
GI
986
Gradient Investments
Minnesota
$16K +$1.98K +37 +14%
CCA
987
Clearwater Capital Advisors
Illinois
$16K +$16.1K +300 New
PI
988
PineBridge Investments
New York
$15K -$66.9K -1,249 -82%
PFA
989
Pathway Financial Advisors
Vermont
$15K -$5.36K -100 -25%
FIB
990
First Interstate Bank
Montana
$15K – – –
MUS
991
Mitsubishi UFJ Securities
Japan
$14K – – –
APSP
992
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
FAM
993
Fred Alger Management
New York
$13K +$13.3K +249 New
BFEC
994
Benjamin F. Edwards & Company
Missouri
$12K -$804 -15 -6%
EWM
995
Edge Wealth Management
New York
$12K – – –
MA
996
MCF Advisors
Kentucky
$12K +$12.1K +225 New
FCB
997
First Command Bank
Texas
$11.1K +$11.4K +213 New
KTC
998
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
SGAM
999
Smith Group Asset Management
Texas
$11K – – –
LFA
1000
Legacy Financial Advisors
Kentucky
$11K +$2.57K +48 +28%