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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1026
West Paces Advisors
Georgia
$17.6K – – –
SBL
1027
Sargent Bickham Lagudis
Colorado
$17K -$16.4K -376 -47%
GT
1028
Glenmede Trust
Pennsylvania
$16.8K -$66K -1,514 -0.4%
WEC
1029
Winslow Evans & Crocker
Massachusetts
$16K -$2K -46 -11%
AF
1030
Allworth Financial
California
$16K – – –
WAP
1031
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
AIM
1032
Advantage Investment Management
Iowa
$16K +$5.93K +136 +51%
BL
1033
Balentine LLC
Georgia
$16K +$7.58K +174 +76%
AWM
1034
AllSquare Wealth Management
New York
$14K – – –
CIAS
1035
Capital Investment Advisory Services
North Carolina
$14K – – –
HCM
1036
Highlander Capital Management
New Jersey
$14K – – –
OAJ
1037
Ogorek Anthony Joseph
New York
$14K +$87 +2 +0.5%
M
1038
MOTCO
Texas
$14K +$15.2K +349 New
TIM
1039
Tortoise Investment Management
New York
$14K +$15.3K +350 New
CCM
1040
Cribstone Capital Management
Maine
$13K – – –
DWA
1041
Dougherty Wealth Advisers
Minnesota
$13K – – –
WCG
1042
Weaver Consulting Group
California
$13K – – –
MPWT
1043
MassMutual Private Wealth & Trust
Connecticut
$12K -$15.3K -350 -55%
MWM
1044
Mascoma Wealth Management
New Hampshire
$12K – – –
GWA
1045
Guidant Wealth Advisors
Illinois
$12K +$44 +1 +0.3%
GTAM
1046
Global Trust Asset Management
Florida
$11K – – –
APSP
1047
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
TCM
1048
Tradewinds Capital Management
Washington
$9K -$5.1K -117 -35%
KTC
1049
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
QCIG
1050
Quad-Cities Investment Group
Iowa
$9K +$44 +1 +0.4%
40 41
42
43 44