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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
1401
Essex Investment Management
Massachusetts
$22K – – –
EBA
1402
Eagle Bay Advisors
New York
$21K +$23K +333 New
WTA
1403
Washington Trust Advisors
Massachusetts
$21K -$2.21K -32 -9%
IBOK
1404
Independence Bank of Kentucky
Kentucky
$21K – – –
HS
1405
Horan Securities
United States
$21K +$1.03K +15 +5%
PGAM
1406
Princeton Global Asset Management
New Jersey
$20K – – –
SWM
1407
Sugarloaf Wealth Management
Georgia
$20K – – –
BONH
1408
Bank of New Hampshire
New Hampshire
$18K – – –
BAM
1409
Bellevue Asset Management
Washington
$18K – – –
IRC
1410
Investors Research Corp
Georgia
$18K – – –
BWA
1411
BDO Wealth Advisors
Florida
$17K -$17.2K -250 -48%
ME
1412
McIlrath & Eck
Washington
$17K +$4.14K +60 +30%
WWM
1413
Wolff Wiese Magana
California
$17K +$17.4K +252 +2,520%
RWM
1414
Raffa Wealth Management
District of Columbia
$16.9K – – –
FSWA
1415
Financial Synergies Wealth Advisors
Texas
$16.5K +$18K +261 New
FF
1416
FourThought Financial
Florida
$16K -$13.7K -198 -44%
CWM
1417
Curi Wealth Management
North Carolina
$16K +$276 +4 +2%
ETI
1418
Enterprise Trust & Investment
California
$16K +$17.2K +249 New
ETC
1419
Exchange Traded Concepts
Oklahoma
$15K -$501K -7,262 -97%
FRA
1420
Front Row Advisors
California
$15K -$138 -2 -0.8%
KTC
1421
Kistler-Tiffany Companies
Pennsylvania
$14K +$69 +1 +0.5%
AAP
1422
Arax Advisory Partners
Colorado
$14K +$14.8K +214 +1,945%
HF
1423
Halpern Financial
Virginia
$13.7K – – –
PWMG
1424
Prestige Wealth Management Group
New Jersey
$13K -$2.76K -40 -17%
CFN
1425
Cordasco Financial Network
Florida
$13K – – –
55 56
57
58 59