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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1001
Ropes Wealth Advisors
Massachusetts
$18K +$17.8K +442 New
GT
1002
Glenmede Trust
Pennsylvania
$17.7K +$233K +5,763 +1%
AF
1003
Allworth Financial
California
$17K – – –
WAP
1004
Wealthcare Advisory Partners
Pennsylvania
$17K – – –
BCI
1005
Brinker Capital Investments
Pennsylvania
$17K +$14.9K +370 +974%
AIC
1006
Ameritas Investment Company
Nebraska
$17K +$16.3K +404 New
AWM
1007
AllSquare Wealth Management
New York
$15K – – –
OAJ
1008
Ogorek Anthony Joseph
New York
$15K +$40 +1 +0.3%
RWM
1009
Raffa Wealth Management
District of Columbia
$14.5K +$14K +347 New
WEC
1010
Winslow Evans & Crocker
Massachusetts
$14K -$2.02K -50 -13%
HCM
1011
Highlander Capital Management
New Jersey
$14K – – –
WCG
1012
Weaver Consulting Group
California
$14K – – –
CIAS
1013
Capital Investment Advisory Services
North Carolina
$13K – – –
GWA
1014
Guidant Wealth Advisors
Illinois
$13K – – –
CI
1015
CX Institutional
Indiana
$13K +$7.34K +182 +132%
BL
1016
Balentine LLC
Georgia
$12K -$4.72K -117 -29%
MPWT
1017
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
IRC
1018
Investors Research Corp
Georgia
$12K +$11.7K +290 New
APSP
1019
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
QCIG
1020
Quad-Cities Investment Group
Iowa
$10K +$40 +1 +0.4%
NFG
1021
Next Financial Group
Texas
$9K -$123K -3,040 -94%
CLOS
1022
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
KTC
1023
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
TCM
1024
Tradewinds Capital Management
Washington
$9K – – –
PWP
1025
Personal Wealth Partners
Minnesota
$9K +$565 +14 +7%
39 40
41
42 43