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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1026
Signet Financial Management
New Jersey
$12K – – –
KTC
1027
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
MA
1028
MCF Advisors
Kentucky
$11K – – –
QCIG
1029
Quad-Cities Investment Group
Iowa
$11K – – –
BFEC
1030
Benjamin F. Edwards & Company
Missouri
$11K +$51 +1 +0.4%
CGT
1031
Capital Guardian Trust
California
$11K +$11K +215 New
BI
1032
Bramshill Investments
Florida
$11K +$11.1K +217 New
BL
1033
Balentine LLC
Georgia
$11K +$11.7K +229 New
LFA
1034
Legacy Financial Advisors
Kentucky
$10K +$1.33K +26 +13%
TC
1035
Truvestments Capital
Florida
$10K +$10.4K +204 New
AAP
1036
Arax Advisory Partners
Colorado
$9K -$31.3K -613 -77%
GWA
1037
Guidant Wealth Advisors
Illinois
$9K -$1.53K -30 -13%
BA
1038
Ballew Advisors
Mississippi
$9K – – –
PGWM
1039
Parisi Gray Wealth Management
New Jersey
$9K – – –
SGAM
1040
Smith Group Asset Management
Texas
$8K -$1.53K -30 -15%
CFGS
1041
Concourse Financial Group Securities
Alabama
$8K +$8.27K +162 New
HWA
1042
Heritage Wealth Advisors
Virginia
$8K +$8.84K +173 New
GEA
1043
Glen Eagle Advisors
New Jersey
$7.37K – – –
CAG
1044
Csenge Advisory Group
Florida
$7K +$8.53K +167 New
CWA
1045
Clarus Wealth Advisors
Arizona
$6K -$1.12K -22 -16%
AIM
1046
Arcadia Investment Management
Michigan
$6K – – –
CAC
1047
Certified Advisory Corp
Florida
$6K – – –
SHJ
1048
Sharkey, Howes & Javer
Colorado
$6K – – –
GP
1049
Girard Partners
Pennsylvania
$6K +$6.74K +132 New
ADL
1050
Asset Dedication LLC
California
$5K -$21.5K -421 -81%
40 41
42
43 44