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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
976
Reilly Financial Advisors
California
$72K -$54.9K -1,260 -41%
HFM
977
Hartford Financial Management
Connecticut
$72K – – –
ACS
978
Archford Capital Strategies
Illinois
$68K +$74K +1,698 New
LWM
979
Lenox Wealth Management
Ohio
$62K -$22.8K -523 -25%
WCM
980
Whitener Capital Management
North Carolina
$60K +$8.72K +200 +15%
BWM
981
Baystate Wealth Management
Massachusetts
$59K -$10.9K -250 -15%
BWA
982
Burt Wealth Advisors
Maryland
$59K – – –
BCA
983
Berman Capital Advisors
Georgia
$58K +$17.4K +399 +38%
GRP
984
Global Retirement Partners
California
$57K -$6.01K -138 -9%
BCM
985
Blume Capital Management
California
$56K +$10.9K +250 +22%
MMG
986
Monetary Management Group
Missouri
$54K – – –
M
987
Mirova
France
$53K +$57.7K +1,323 New
TFA
988
Toth Financial Advisory
Virginia
$52K +$4.4K +101 +8%
PCP
989
Proficio Capital Partners
Massachusetts
$52K +$10.9K +249 +24%
MRCM
990
M&R Capital Management
New Jersey
$51K +$131 +3 +0.2%
FMB
991
Field & Main Bank
Kentucky
$50K – – –
TL
992
TrueWealth LLC
Georgia
$49K -$4.36K -100 -8%
CHC
993
City Holding Co
West Virginia
$49K – – –
OIA
994
Optimum Investment Advisors
Illinois
$49K +$44 +1 +0.1%
FPB
995
First PREMIER Bank
South Dakota
$49K +$53.4K +1,225 New
AF
996
Advisornet Financial
Minnesota
$47K – – –
TRAM
997
Tuscan Ridge Asset Management
Illinois
$44K -$399K -9,150 -89%
GWS
998
Glassman Wealth Services
Virginia
$44K +$16.2K +371 +51%
GSWM
999
Golden State Wealth Management
California
$42K +$3.27K +75 +8%
BWA
1000
BDO Wealth Advisors
Florida
$41K – – –
38 39
40
41 42