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SCHW

Charles Schwab
SCHW

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