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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
976
Riggs Asset Management
Pennsylvania
$19K – – –
WPA
977
West Paces Advisors
Georgia
$18.2K – – –
NIM
978
NuWave Investment Management
New Jersey
$18K -$429K -9,476 -96%
PFC
979
Phocas Financial Corp
California
$17K +$18.1K +400 New
CFA
980
Clarfeld Financial Advisors
New York
$17K +$18.9K +417 New
WAP
981
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
AWM
982
AllSquare Wealth Management
New York
$15K – – –
CCM
983
Cribstone Capital Management
Maine
$15K – – –
OAJ
984
Ogorek Anthony Joseph
New York
$15K +$45 +1 +0.3%
DWA
985
Dougherty Wealth Advisers
Minnesota
$15K +$14.9K +330 New
HCM
986
Highlander Capital Management
New Jersey
$14K – – –
WEC
987
Winslow Evans & Crocker
Massachusetts
$14K – – –
TCM
988
Tradewinds Capital Management
Washington
$14K +$45 +1 +0.3%
PWM
989
PRW Wealth Management
Massachusetts
$14K +$14.9K +329 New
GT
990
Glenmede Trust
Pennsylvania
$13.1K +$239K +5,285 +2%
M
991
MOTCO
Texas
$13K -$6.11K -135 -30%
CFD
992
Creative Financial Designs
Indiana
$13K +$45 +1 +0.3%
FGC
993
Financial Gravity Companies
Texas
$13K +$12.3K +273 New
WCM
994
Whitener Capital Management
North Carolina
$12K – – –
MA
995
MCF Advisors
Kentucky
$12K +$3.39K +75 +33%
CIAS
996
Capital Investment Advisory Services
North Carolina
$12K +$13.4K +296 New
AIM
997
Advantage Investment Management
Iowa
$11K – – –
AIA
998
Alera Investment Advisors
Illinois
$11K +$12.3K +273 New
BCA
999
Berman Capital Advisors
Georgia
$11K +$13.1K +290 New
APSP
1000
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
38 39
40
41 42