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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1126
First Bank & Trust
South Dakota
$20K – – –
HI
1127
Human Investing
Oregon
$20K – – –
AWG
1128
Altus Wealth Group
Colorado
$20K +$17.2K +379 New
SIAG
1129
Safeguard Investment Advisory Group
California
$20K +$17.3K +383 New
AWM
1130
AllSquare Wealth Management
New York
$19K – – –
EWM
1131
Endurance Wealth Management
Rhode Island
$19K – – –
MPWT
1132
MassMutual Private Wealth & Trust
Connecticut
$19K +$6.7K +148 +71%
FGAM
1133
Financial Gravity Asset Management
Texas
$19K +$15.7K +346 New
EIM
1134
Essex Investment Management
Massachusetts
$18K – – –
HCM
1135
Highlander Capital Management
New Jersey
$18K – – –
TAIM
1136
TD Ameritrade Investment Management
Nebraska
$18K +$15.5K +342 New
IAIM
1137
International Assets Investment Management
Florida
$18K +$15.6K +344 New
WEC
1138
Winslow Evans & Crocker
Massachusetts
$17K -$13K -287 -47%
BWA
1139
BDO Wealth Advisors
Florida
$17K +$11.3K +250 +373%
DOA
1140
D'Orazio & Associates
Virginia
$17K +$14.7K +324 New
MI
1141
Markston International
New York
$17K +$14.7K +325 New
BWL
1142
Bogart Wealth LLC
Virginia
$16K +$1.27K +28 +10%
CWA
1143
Carolina Wealth Advisors
South Carolina
$15K – – –
HCP
1144
Hexagon Capital Partners
Arkansas
$15K – – –
IRC
1145
Investors Research Corp
Georgia
$15K – – –
SWM
1146
Sugarloaf Wealth Management
Georgia
$15K – – –
FRA
1147
Front Row Advisors
California
$13K – – –
BWM
1148
BerganKDV Wealth Management
Minnesota
$13K +$860 +19 +9%
WPA
1149
West Paces Advisors
Georgia
$13K – – –
PWMG
1150
Prestige Wealth Management Group
New Jersey
$12K +$6.84K +151 +196%
44 45
46
47 48