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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1176
Creative Financial Designs
Indiana
$150K +$2.14K +30 +1%
GWS
1177
Glassman Wealth Services
Virginia
$149K +$8.93K +125 +7%
EW
1178
Evoke Wealth
California
$148K -$8.07K -113 -5%
TF
1179
TimeScale Financial
Massachusetts
$148K +$286 +4 +0.2%
FCM
1180
Firestone Capital Management
Florida
$146K – – –
RTC
1181
Riverview Trust Company
Washington
$144K – – –
LWCFA
1182
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K -$14.7K -206 -10%
EBA
1183
Eagle Bay Advisors
New York
$140K +$37.4K +523 +30%
MS
1184
Mizuho Securities
Japan
$140K +$137K +1,920 New
FWM
1185
Focused Wealth Management
New York
$138K +$136K +1,900 New
HBT
1186
Hills Bank & Trust
Iowa
$136K +$71 +1 +0.1%
CFGS
1187
Concourse Financial Group Securities
Alabama
$136K +$14K +196 +12%
HFS
1188
Hantz Financial Services
Michigan
$134K -$1.85M -25,931 -93%
LS
1189
Leelyn Smith
Illinois
$134K -$189K -2,644 -59%
HFM
1190
Hartford Financial Management
Connecticut
$134K +$3K +42 +2%
OIA
1191
Optimum Investment Advisors
Illinois
$129K – – –
TG
1192
TCW Group
California
$128K -$981K -13,730 -0.8%
NSIM
1193
North Star Investment Management
Illinois
$128K +$143 +2 +0.1%
ZB
1194
Zions Bancorporation
Utah
$124K +$10.3K +144 +9%
DAM
1195
Delta Asset Management
Tennessee
$122K – – –
CCC
1196
Crescent Capital Consulting
Louisiana
$115K – – –
FMP
1197
Financial Management Professionals
Texas
$114K – – –
FPB
1198
First PREMIER Bank
South Dakota
$112K +$35.7K +500 +49%
CWP
1199
Concord Wealth Partners
Virginia
$111K -$8.71K -122 -7%
CC
1200
Corsicana & Co
Texas
$109K – – –
46 47
48
49 50