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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
1001
Joseph P. Lucia & Associates
New York
$17K – – –
MCF Advisors
1002
MCF Advisors
Kentucky
$17K – – –
BAM
1003
Bellevue Asset Management
Washington
$17K +$19.6K +466 New
CFO
1004
CVA Family Office
Colorado
$16K +$19.4K +462 New
AP
1005
Atwood & Palmer
Missouri
$16K +$19.9K +475 New
Loomis, Sayles & Company
1006
Loomis, Sayles & Company
Massachusetts
$15K -$69K -1,643 -79%
HFA
1007
HC Financial Advisors
California
$15K +$19K +452 New
WAP
1008
Wealthcare Advisory Partners
Pennsylvania
$14K +$378 +9 +2%
Procyon Advisors
1009
Procyon Advisors
Connecticut
$14K +$6.42K +153 +60%
Balentine LLC
1010
Balentine LLC
Georgia
$13K -$77.6K -1,849 -83%
DWM
1011
Darwin Wealth Management
Florida
$13K +$17.9K +427 New
AWM
1012
AllSquare Wealth Management
New York
$12K – – –
Advisory Alpha
1013
Advisory Alpha
Michigan
$11.2K -$19.1K -455 -59%
HCM
1014
Highlander Capital Management
New Jersey
$11K – – –
WCG
1015
Weaver Consulting Group
California
$11K – – –
Washington Trust
1016
Washington Trust
Rhode Island
$11K +$13.8K +329 New
IRC
1017
Investors Research Corp
Georgia
$10K – – –
KTC
1018
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
MassMutual Private Wealth & Trust
1019
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
SAM
1020
S.A. Mason
Michigan
$10K +$4.2K +100 +50%
CAN
1021
Claraphi Advisory Network
United States
$10K +$12K +286 New
WPA
1022
West Paces Advisors
Georgia
$9.01K -$15.3K -365 -58%
Bogart Wealth LLC
1023
Bogart Wealth LLC
Virginia
$9K – – –
SWM
1024
Sugarloaf Wealth Management
Georgia
$9K – – –
Gradient Investments
1025
Gradient Investments
Minnesota
$9K +$881 +21 +9%