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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1201
Private Trust Company
Ohio
$1.02M -$64.2K -704 -6%
IA
1202
Integrity Alliance
Iowa
$1.02M -$5.84K -64 -0.6%
FAT
1203
First American Trust
California
$1.02M -$274 -3 -0%
FC
1204
Financial Consulate
Maryland
$1.01M -$20.7K -227 -2%
DBIA
1205
Dumont & Blake Investment Advisors
New Jersey
$1.01M -$42.1K -462 -4%
AFC
1206
Avise Financial Cooperative
California
$1.01M +$105K +1,155 +12%
OIM
1207
Oder Investment Management
California
$1.01M -$3.46K -38 -0.3%
SSW
1208
Stone Summit Wealth
Florida
$1.01M – – –
IFWM
1209
Institute for Wealth Management
Colorado
$1M -$14.5K -159 -1%
IF
1210
Ironwood Financial
Arizona
$1M – – –
SRWM
1211
Shira Ridge Wealth Management
California
$1M -$11.4K -125 -1%
TIM
1212
Thor Investment Management
Ohio
$1M +$3.46K +38 +0.4%
RIG
1213
RiverFront Investment Group
Virginia
$1M +$61.2K +671 +7%
EFG
1214
Ethos Financial Group
Pennsylvania
$1M -$1.73K -19 -0.2%
NP
1215
NorthRock Partners
Minnesota
$1M +$48.2K +529 +5%
SGF
1216
S&G Foundation
Wyoming
$1,000K – – –
FFL
1217
Future Fund LLC
Illinois
$1,000K +$12.6K +138 +1%
SL
1218
Sentinus LLC
Illinois
$995K +$511K +5,608 +108%
ARC
1219
Advisor Resource Council
Texas
$992K +$29.5K +324 +3%
CFG
1220
Cooper Financial Group
California
$991K -$680K -7,458 -41%
RWM
1221
Revisor Wealth Management
Ohio
$989K -$28.1K -308 -3%
VDC
1222
Van Diest Capital
Iowa
$986K -$1.51M -16,609 -61%
KWA
1223
Kingswood Wealth Advisors
California
$986K +$85K +932 +10%
ORC
1224
O'Rourke & Company
Massachusetts
$985K -$30.4K -333 -3%
NCM
1225
Novare Capital Management
North Carolina
$984K -$11.4K -125 -1%
47 48
49
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