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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1026
Bedel Financial Consulting
Indiana
$22K +$3.09K +71 +15%
MA
1027
MCF Advisors
Kentucky
$20K +$4.36K +100 +25%
JPLA
1028
Joseph P. Lucia & Associates
New York
$20K +$6.19K +142 +41%
CH
1029
Canton Hathaway
Rhode Island
$18K – – –
RAM
1030
Riggs Asset Management
Pennsylvania
$18K – – –
WPA
1031
West Paces Advisors
Georgia
$17.6K – – –
SBL
1032
Sargent Bickham Lagudis
Colorado
$17K -$16.4K -376 -47%
WEC
1033
Winslow Evans & Crocker
Massachusetts
$16K -$2K -46 -11%
AF
1034
Allworth Financial
California
$16K – – –
WAP
1035
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
AIM
1036
Advantage Investment Management
Iowa
$16K +$5.93K +136 +51%
BL
1037
Balentine LLC
Georgia
$16K +$7.58K +174 +76%
AWM
1038
AllSquare Wealth Management
New York
$14K – – –
CIAS
1039
Capital Investment Advisory Services
North Carolina
$14K – – –
HCM
1040
Highlander Capital Management
New Jersey
$14K – – –
OAJ
1041
Ogorek Anthony Joseph
New York
$14K +$87 +2 +0.5%
M
1042
MOTCO
Texas
$14K +$15.2K +349 New
TIM
1043
Tortoise Investment Management
New York
$14K +$15.3K +350 New
CCM
1044
Cribstone Capital Management
Maine
$13K – – –
DWA
1045
Dougherty Wealth Advisers
Minnesota
$13K – – –
WCG
1046
Weaver Consulting Group
California
$13K – – –
MPWT
1047
MassMutual Private Wealth & Trust
Connecticut
$12K -$15.3K -350 -55%
MWM
1048
Mascoma Wealth Management
New Hampshire
$12K – – –
GWA
1049
Guidant Wealth Advisors
Illinois
$12K +$44 +1 +0.3%
GTAM
1050
Global Trust Asset Management
Florida
$11K – – –
40 41
42
43 44