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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
1026
Farmers & Merchants Investments Inc
Nebraska
$23K +$3.16K +70 +15%
CI
1027
CX Institutional
Indiana
$21K +$22.2K +492 New
BFC
1028
Bedel Financial Consulting
Indiana
$20K – – –
WEC
1029
Winslow Evans & Crocker
Massachusetts
$20K +$4.33K +96 +29%
CH
1030
Canton Hathaway
Rhode Island
$19K – – –
RAM
1031
Riggs Asset Management
Pennsylvania
$19K – – –
SWP
1032
Strategic Wealth Partners
Ohio
$19K +$15.8K +350 +500%
WPA
1033
West Paces Advisors
Georgia
$18.7K – – –
AF
1034
Allworth Financial
California
$17K -$5.64K -125 -23%
WAP
1035
Wealthcare Advisory Partners
Pennsylvania
$17K – – –
MA
1036
MCF Advisors
Kentucky
$17K +$4.51K +100 +33%
JPLA
1037
Joseph P. Lucia & Associates
New York
$15.7K +$15.8K +350 New
AWM
1038
AllSquare Wealth Management
New York
$15K – – –
OAJ
1039
Ogorek Anthony Joseph
New York
$15K +$45 +1 +0.3%
DWA
1040
Dougherty Wealth Advisers
Minnesota
$14K – – –
HCM
1041
Highlander Capital Management
New Jersey
$14K – – –
TCM
1042
Tradewinds Capital Management
Washington
$14K – – –
CIAS
1043
Capital Investment Advisory Services
North Carolina
$14K +$1.08K +24 +8%
AIA
1044
Alera Investment Advisors
Illinois
$14K +$2.66K +59 +22%
WCG
1045
Weaver Consulting Group
California
$14K +$14.6K +323 New
WF
1046
WealthTrust Fairport
Ohio
$14K +$14.9K +330 New
MWM
1047
Mascoma Wealth Management
New Hampshire
$13K -$89.6K -1,985 -87%
CCM
1048
Cribstone Capital Management
Maine
$13K -$1.81K -40 -11%
GWA
1049
Guidant Wealth Advisors
Illinois
$13K +$4.7K +104 +52%
Parallax Volatility Advisers
1050
Parallax Volatility Advisers
California
$12K -$26M -576,364 -100%