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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
1051
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
BL
1052
Balentine LLC
Georgia
$10K – – –
EWM
1053
Edge Wealth Management
New York
$10K – – –
QCIG
1054
Quad-Cities Investment Group
Iowa
$10K +$45 +1 +0.4%
SCM
1055
Shelton Capital Management
Colorado
$9.32K -$407K -9,019 -96%
CLOS
1056
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
KTC
1057
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
RIA
1058
RPG Investment Advisory
California
$9K – – –
PFGIA
1059
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$33.8K -748 -80%
FHA
1060
Flagship Harbor Advisors
Massachusetts
$8K – – –
PGWM
1061
Parisi Gray Wealth Management
New Jersey
$8K – – –
HWA
1062
Heritage Wealth Advisors
Virginia
$7.4K – – –
PWM
1063
PRW Wealth Management
Massachusetts
$7K -$7.22K -160 -49%
SGAM
1064
Smith Group Asset Management
Texas
$7K – – –
PCA
1065
Providence Capital Advisors
North Carolina
$6K +$1.81K +40 +40%
TFGT
1066
TS Financial Group (TSFG)
Illinois
$6K +$6.64K +147 New
GEA
1067
Glen Eagle Advisors
New Jersey
$5K +$1.63K +36 +44%
CWA
1068
Clarus Wealth Advisors
Arizona
$5K – – –
ESB
1069
Essex Savings Bank
Connecticut
$5K – – –
SHJ
1070
Sharkey, Howes & Javer
Colorado
$5K – – –
CAC
1071
Certified Advisory Corp
Florida
$5K +$45 +1 +0.8%
FNB
1072
Farmers National Bank
Kentucky
$5K +$4.83K +107 New
IWP
1073
Icon Wealth Partners
Texas
$5K +$5.42K +120 New
CAL
1074
Capital Analysts LLC
Pennsylvania
$5K +$5.55K +123 New
RWM
1075
Raffa Wealth Management
District of Columbia
$4.15K – – –
41 42
43
44 45