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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1051
Global Trust Asset Management
Florida
$12K -$10.4K -231 -46%
AIM
1052
Advantage Investment Management
Iowa
$11K – – –
APSP
1053
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
BL
1054
Balentine LLC
Georgia
$10K – – –
EWM
1055
Edge Wealth Management
New York
$10K – – –
QCIG
1056
Quad-Cities Investment Group
Iowa
$10K +$45 +1 +0.4%
SCM
1057
Shelton Capital Management
Colorado
$9.32K -$407K -9,019 -96%
CLOS
1058
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
KTC
1059
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
RIA
1060
RPG Investment Advisory
California
$9K – – –
PFGIA
1061
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$33.8K -748 -80%
FHA
1062
Flagship Harbor Advisors
Massachusetts
$8K – – –
PGWM
1063
Parisi Gray Wealth Management
New Jersey
$8K – – –
HWA
1064
Heritage Wealth Advisors
Virginia
$7.4K – – –
PWM
1065
PRW Wealth Management
Massachusetts
$7K -$7.22K -160 -49%
SGAM
1066
Smith Group Asset Management
Texas
$7K – – –
PCA
1067
Providence Capital Advisors
North Carolina
$6K +$1.81K +40 +40%
TFGT
1068
TS Financial Group (TSFG)
Illinois
$6K +$6.64K +147 New
GEA
1069
Glen Eagle Advisors
New Jersey
$5K +$1.63K +36 +44%
CWA
1070
Clarus Wealth Advisors
Arizona
$5K – – –
ESB
1071
Essex Savings Bank
Connecticut
$5K – – –
SHJ
1072
Sharkey, Howes & Javer
Colorado
$5K – – –
CAC
1073
Certified Advisory Corp
Florida
$5K +$45 +1 +0.8%
FNB
1074
Farmers National Bank
Kentucky
$5K +$4.83K +107 New
IWP
1075
Icon Wealth Partners
Texas
$5K +$5.42K +120 New
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43
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