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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
976
Next Financial Group
Texas
$19K -$47.6K -1,052 -70%
CH
977
Canton Hathaway
Rhode Island
$19K – – –
FMII
978
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
RAM
979
Riggs Asset Management
Pennsylvania
$19K – – –
WPA
980
West Paces Advisors
Georgia
$18.2K – – –
NIM
981
NuWave Investment Management
New Jersey
$18K -$429K -9,476 -96%
PFC
982
Phocas Financial Corp
California
$17K +$18.1K +400 New
CFA
983
Clarfeld Financial Advisors
New York
$17K +$18.9K +417 New
WAP
984
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
AWM
985
AllSquare Wealth Management
New York
$15K – – –
CCM
986
Cribstone Capital Management
Maine
$15K – – –
OAJ
987
Ogorek Anthony Joseph
New York
$15K +$45 +1 +0.3%
DWA
988
Dougherty Wealth Advisers
Minnesota
$15K +$14.9K +330 New
HCM
989
Highlander Capital Management
New Jersey
$14K – – –
WEC
990
Winslow Evans & Crocker
Massachusetts
$14K – – –
TCM
991
Tradewinds Capital Management
Washington
$14K +$45 +1 +0.3%
PWM
992
PRW Wealth Management
Massachusetts
$14K +$14.9K +329 New
M
993
MOTCO
Texas
$13K -$6.11K -135 -30%
CFD
994
Creative Financial Designs
Indiana
$13K +$45 +1 +0.3%
FGC
995
Financial Gravity Companies
Texas
$13K +$12.3K +273 New
WCM
996
Whitener Capital Management
North Carolina
$12K – – –
MA
997
MCF Advisors
Kentucky
$12K +$3.39K +75 +33%
CIAS
998
Capital Investment Advisory Services
North Carolina
$12K +$13.4K +296 New
AIM
999
Advantage Investment Management
Iowa
$11K – – –
AIA
1000
Alera Investment Advisors
Illinois
$11K +$12.3K +273 New
38 39
40
41 42