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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
1001
Farmers & Merchants Investments Inc
Nebraska
$23K -$11K -216 -32%
BFC
1002
Bedel Financial Consulting
Indiana
$23K
RAM
1003
Riggs Asset Management
Pennsylvania
$22K -$23K -450 -50%
FMP
1004
Financial Management Professionals
Texas
$22K
M
1005
MOTCO
Texas
$22K
CH
1006
Canton Hathaway
Rhode Island
$22K +$23K +450 New
WPA
1007
West Paces Advisors
Georgia
$21.5K
AF
1008
Allworth Financial
California
$20K +$204 +4 +1%
WAP
1009
Wealthcare Advisory Partners
Pennsylvania
$19K
WIM
1010
Westside Investment Management
California
$18.1K
WEC
1011
Winslow Evans & Crocker
Massachusetts
$18K
AWM
1012
AllSquare Wealth Management
New York
$17K
HCM
1013
Highlander Capital Management
New Jersey
$17K
TCM
1014
Tradewinds Capital Management
Washington
$17K
OAJ
1015
Ogorek Anthony Joseph
New York
$17K +$51 +1 +0.3%
CCM
1016
Cribstone Capital Management
Maine
$17K +$1.69K +33 +10%
CFD
1017
Creative Financial Designs
Indiana
$15K +$51 +1 +0.3%
1832 Asset Management
1018
1832 Asset Management
Ontario, Canada
$15K +$15.6K +306 New
TNBTD
1019
Trustmark National Bank Trust Department
Mississippi
$14K +$14K +275 New
WCM
1020
Whitener Capital Management
North Carolina
$14K +$15.3K +300 New
AIM
1021
Advantage Investment Management
Iowa
$13K -$16.7K -327 -55%
MUS
1022
Mitsubishi UFJ Securities
Japan
$13K
APSP
1023
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K
EWM
1024
Edge Wealth Management
New York
$12K
SFM
1025
Signet Financial Management
New Jersey
$12K