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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1101
Allworth Financial
California
$19K – – –
WAP
1102
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
CDIA
1103
Capital Directions Investment Advisors
Georgia
$19K +$17.6K +400 New
AWM
1104
AllSquare Wealth Management
New York
$17K – – –
OAJ
1105
Ogorek Anthony Joseph
New York
$17K +$88 +2 +0.5%
CI
1106
CX Institutional
Indiana
$17K +$1.54K +35 +11%
RWM
1107
Raffa Wealth Management
District of Columbia
$16.5K – – –
HCM
1108
Highlander Capital Management
New Jersey
$16K – – –
CFGS
1109
Concourse Financial Group Securities
Alabama
$15K -$196K -4,457 -93%
IRC
1110
Investors Research Corp
Georgia
$14K – – –
MPWT
1111
MassMutual Private Wealth & Trust
Connecticut
$14K – – –
WCG
1112
Weaver Consulting Group
California
$14K – – –
BWL
1113
Bogart Wealth LLC
Virginia
$13K +$3.66K +83 +43%
SWM
1114
Sugarloaf Wealth Management
Georgia
$13K +$12.1K +275 New
GI
1115
Gradient Investments
Minnesota
$12K -$25.1K -569 -70%
PA
1116
Procyon Advisors
Connecticut
$12K +$11.3K +256 New
TCM
1117
Tradewinds Capital Management
Washington
$11K – – –
CWM
1118
Cedar Wealth Management
California
$11K +$9.87K +224 New
CLOS
1119
Compagnie Lombard Odier SCmA
Switzerland
$10K – – –
EWM
1120
Edge Wealth Management
New York
$10K – – –
KTC
1121
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
NFG
1122
Next Financial Group
Texas
$10K – – –
PWP
1123
Personal Wealth Partners
Minnesota
$10K – – –
RIA
1124
RPG Investment Advisory
California
$10K – – –
SAM
1125
S.A. Mason
Michigan
$10K +$8.82K +200 New
43 44
45
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