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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1251
Vigilant Capital Management
Maine
– -$24K -500 Closed
FPS
1252
Fieldpoint Private Securities
Connecticut
– -$23K -476 Closed
BCI
1253
Brinker Capital Investments
Pennsylvania
– -$20K -425 Closed
CDIA
1254
Capital Directions Investment Advisors
Georgia
– -$19K -400 Closed
OAJ
1255
Ogorek Anthony Joseph
New York
– -$17K -371 Closed
CFGS
1256
Concourse Financial Group Securities
Alabama
– -$13.6K -324 Closed
PWP
1257
Personal Wealth Partners
Minnesota
– -$10K -218 Closed
SC
1258
Solstein Capital
California
– -$10K -216 Closed
NFG
1259
Next Financial Group
Texas
– -$10K -208 Closed
CHAM
1260
Clear Harbor Asset Management
Connecticut
– -$9.51K -200 Closed
CI
1261
Cordant Inc
Oregon
– -$8K -170 Closed
HWM
1262
Howard Wealth Management
Connecticut
– -$8K -170 Closed
WB
1263
West Bancorporation
Iowa
– -$6K -119 Closed
FIB
1264
First Interstate Bank
Montana
– -$4K -90 Closed
WCM
1265
Wealthcare Capital Management
Virginia
– -$4K -90 Closed
EWA
1266
Evolution Wealth Advisors
Florida
– -$4K -89 Closed
FPFS
1267
First Personal Financial Services
North Carolina
– -$3K -58 Closed
CCM
1268
Cribstone Capital Management
Maine
– -$2K -33 Closed
WQ
1269
Wealth Quarterback
New Jersey
– -$1.6K -33 Closed
IWA
1270
Intercontinental Wealth Advisors
Texas
– -$1K -25 Closed
APC
1271
Aspire Private Capital
North Carolina
– -$1K -23 Closed
47 48 49 50
51