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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1426
Country Trust Bank
Illinois
$13K – – –
MWM
1427
Mascoma Wealth Management
New Hampshire
$13K – – –
SC
1428
Siena Capital
Ohio
$13K – – –
VCM
1429
Versant Capital Management
Arizona
$13K +$1.72K +25 +14%
WWMSC
1430
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$13.8K +200 New
ACA
1431
Atlas Capital Advisors
Wyoming
$12.6K -$202K -2,931 -94%
FCT
1432
First Community Trust
Iowa
$12K – – –
KFI
1433
Key Financial Inc
Pennsylvania
$12K – – –
TCM
1434
Tradewinds Capital Management
Washington
$11K -$15.2K -221 -57%
BWL
1435
Bogart Wealth LLC
Virginia
$11K – – –
IFAM
1436
Institutional & Family Asset Management
Colorado
$11K – – –
HWM
1437
HighMark Wealth Management
Minnesota
$11K +$1.86K +27 +19%
HWMA
1438
Heritage Wealth Management (Arizona)
Arizona
$10.9K -$35.4K -513 -75%
AFS
1439
Annapolis Financial Services
Maryland
$10K – – –
HC
1440
Hoese & Co
Minnesota
$10K – – –
TIM
1441
Tevis Investment Management
Texas
$10K – – –
MCM
1442
McMillion Capital Management
North Carolina
$10K +$11.4K +165 New
BLC
1443
Brown, Lisle/Cummings
Rhode Island
$9.48K +$2.9K +42 +39%
HCM
1444
Highlander Capital Management
New Jersey
$9K – – –
SCA
1445
Stuart Chaussee & Associates
California
$9K – – –
CAL
1446
Capital Analysts LLC
Pennsylvania
$8K – – –
OLVIG
1447
Oliver Lagore Vanvalin Investment Group
Michigan
$8K – – –
TCWA
1448
Ten Capital Wealth Advisors
Washington
$8K – – –
BFPW
1449
BOK Financial Private Wealth
Colorado
$7K -$452K -6,553 -98%
JWM
1450
Janiczek Wealth Management
Colorado
$7K -$5.03K -73 -42%
56 57
58
59 60