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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1026
Bedel Financial Consulting
Indiana
$20K
WEC
1027
Winslow Evans & Crocker
Massachusetts
$20K +$4.33K +96 +29%
CH
1028
Canton Hathaway
Rhode Island
$19K
RAM
1029
Riggs Asset Management
Pennsylvania
$19K
SWP
1030
Strategic Wealth Partners
Ohio
$19K +$15.8K +350 +500%
WPA
1031
West Paces Advisors
Georgia
$18.7K
GT
1032
Glenmede Trust
Pennsylvania
$17.9K +$4.62M +102,350 +32%
AF
1033
Allworth Financial
California
$17K -$5.64K -125 -23%
WAP
1034
Wealthcare Advisory Partners
Pennsylvania
$17K
MA
1035
MCF Advisors
Kentucky
$17K +$4.51K +100 +33%
AWM
1036
AllSquare Wealth Management
New York
$15K
OAJ
1037
Ogorek Anthony Joseph
New York
$15K +$45 +1 +0.3%
DWA
1038
Dougherty Wealth Advisers
Minnesota
$14K
HCM
1039
Highlander Capital Management
New Jersey
$14K
TCM
1040
Tradewinds Capital Management
Washington
$14K
CIAS
1041
Capital Investment Advisory Services
North Carolina
$14K +$1.08K +24 +8%
AIA
1042
Alera Investment Advisors
Illinois
$14K +$2.66K +59 +22%
WCG
1043
Weaver Consulting Group
California
$14K +$14.6K +323 New
WF
1044
WealthTrust Fairport
Ohio
$14K +$14.9K +330 New
MWM
1045
Mascoma Wealth Management
New Hampshire
$13K -$89.6K -1,985 -87%
CCM
1046
Cribstone Capital Management
Maine
$13K -$1.81K -40 -11%
GWA
1047
Guidant Wealth Advisors
Illinois
$13K +$4.7K +104 +52%
Parallax Volatility Advisers
1048
Parallax Volatility Advisers
California
$12K -$26M -576,364 -100%
GTAM
1049
Global Trust Asset Management
Florida
$12K -$10.4K -231 -46%
AIM
1050
Advantage Investment Management
Iowa
$11K