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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1126
Endurance Wealth Management
Rhode Island
$19K – – –
MPWT
1127
MassMutual Private Wealth & Trust
Connecticut
$19K +$6.7K +148 +71%
FGAM
1128
Financial Gravity Asset Management
Texas
$19K +$15.7K +346 New
EIM
1129
Essex Investment Management
Massachusetts
$18K – – –
HCM
1130
Highlander Capital Management
New Jersey
$18K – – –
TAIM
1131
TD Ameritrade Investment Management
Nebraska
$18K +$15.5K +342 New
IAIM
1132
International Assets Investment Management
Florida
$18K +$15.6K +344 New
WEC
1133
Winslow Evans & Crocker
Massachusetts
$17K -$13K -287 -47%
BWA
1134
BDO Wealth Advisors
Florida
$17K +$11.3K +250 +373%
DOA
1135
D'Orazio & Associates
Virginia
$17K +$14.7K +324 New
MI
1136
Markston International
New York
$17K +$14.7K +325 New
BWL
1137
Bogart Wealth LLC
Virginia
$16K +$1.27K +28 +10%
CWA
1138
Carolina Wealth Advisors
South Carolina
$15K – – –
HCP
1139
Hexagon Capital Partners
Arkansas
$15K – – –
IRC
1140
Investors Research Corp
Georgia
$15K – – –
SWM
1141
Sugarloaf Wealth Management
Georgia
$15K – – –
FRA
1142
Front Row Advisors
California
$13K – – –
BWM
1143
BerganKDV Wealth Management
Minnesota
$13K +$860 +19 +9%
WPA
1144
West Paces Advisors
Georgia
$13K – – –
PWMG
1145
Prestige Wealth Management Group
New Jersey
$12K +$6.84K +151 +196%
CFN
1146
Cordasco Financial Network
Florida
$11K – – –
KTC
1147
Kistler-Tiffany Companies
Pennsylvania
$11K +$45 +1 +0.5%
ME
1148
McIlrath & Eck
Washington
$11K +$6.02K +133 +190%
AP
1149
Arlington Partners
Alabama
$11K +$9.14K +202 New
BFG
1150
Baron Financial Group
New Jersey
$10.6K – – –
44 45
46
47 48