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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1001
Duncker Streett & Co
Missouri
$22K +$24.4K +440 New
AF
1002
Allworth Financial
California
$21K +$11.1K +201 +99%
WAP
1003
Wealthcare Advisory Partners
Pennsylvania
$20K +$2.66K +48 +14%
KJWM
1004
Kiley Juergens Wealth Management
Washington
$19K +$21.2K +383 New
WIM
1005
Westside Investment Management
California
$18.7K -$2.55K -46 -11%
AWM
1006
AllSquare Wealth Management
New York
$18K – – –
PCM
1007
Poehling Capital Management
Wisconsin
$18K – – –
WEC
1008
Winslow Evans & Crocker
Massachusetts
$18K – – –
OAJ
1009
Ogorek Anthony Joseph
New York
$18K +$55 +1 +0.3%
TCM
1010
Tradewinds Capital Management
Washington
$17K -$1.88K -34 -9%
HCM
1011
Highlander Capital Management
New Jersey
$17K – – –
CFD
1012
Creative Financial Designs
Indiana
$16K – – –
CCM
1013
Cribstone Capital Management
Maine
$16K – – –
GI
1014
Gradient Investments
Minnesota
$15K -$388 -7 -2%
PFA
1015
Pathway Financial Advisors
Vermont
$15K – – –
APSP
1016
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
MUS
1017
Mitsubishi UFJ Securities
Japan
$13K – – –
SFM
1018
Signet Financial Management
New Jersey
$12K -$5.54K -100 -30%
EWM
1019
Edge Wealth Management
New York
$12K – – –
QCIG
1020
Quad-Cities Investment Group
Iowa
$12K +$12.8K +231 New
BFEC
1021
Benjamin F. Edwards & Company
Missouri
$11K – – –
FCB
1022
First Command Bank
Texas
$11K – – –
FCFS
1023
First Command Financial Services
Texas
$11K – – –
KTC
1024
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
MA
1025
MCF Advisors
Kentucky
$11K – – –