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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
1001
Joseph P. Lucia & Associates
New York
$21K +$40 +1 +0.2%
PHK
1002
Point72 Hong Kong
Hong Kong
$18K -$1.98M -48,969 -99%
SBL
1003
Sargent Bickham Lagudis
Colorado
$18K +$81 +2 +0.5%
RWA
1004
Ropes Wealth Advisors
Massachusetts
$18K +$17.8K +442 New
AF
1005
Allworth Financial
California
$17K – – –
WAP
1006
Wealthcare Advisory Partners
Pennsylvania
$17K – – –
BCI
1007
Brinker Capital Investments
Pennsylvania
$17K +$14.9K +370 +974%
AIC
1008
Ameritas Investment Company
Nebraska
$17K +$16.3K +404 New
AWM
1009
AllSquare Wealth Management
New York
$15K – – –
OAJ
1010
Ogorek Anthony Joseph
New York
$15K +$40 +1 +0.3%
RWM
1011
Raffa Wealth Management
District of Columbia
$14.5K +$14K +347 New
WEC
1012
Winslow Evans & Crocker
Massachusetts
$14K -$2.02K -50 -13%
HCM
1013
Highlander Capital Management
New Jersey
$14K – – –
WCG
1014
Weaver Consulting Group
California
$14K – – –
CIAS
1015
Capital Investment Advisory Services
North Carolina
$13K – – –
GWA
1016
Guidant Wealth Advisors
Illinois
$13K – – –
CI
1017
CX Institutional
Indiana
$13K +$7.34K +182 +132%
BL
1018
Balentine LLC
Georgia
$12K -$4.72K -117 -29%
MPWT
1019
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
IRC
1020
Investors Research Corp
Georgia
$12K +$11.7K +290 New
APSP
1021
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
QCIG
1022
Quad-Cities Investment Group
Iowa
$10K +$40 +1 +0.4%
NFG
1023
Next Financial Group
Texas
$9K -$123K -3,040 -94%
CLOS
1024
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
KTC
1025
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
39 40
41
42 43