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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1426
Hartford Financial Management
Connecticut
$150K – – –
TF
1427
TimeScale Financial
Massachusetts
$148K – – –
LS
1428
Livforsakringsbolaget Skandia
Sweden
$147K – – –
HBT
1429
Hills Bank & Trust
Iowa
$146K +$5.67K +73 +4%
BEI
1430
Benjamin Edwards Inc
Missouri
$142K +$2.48K +32 +2%
DAM
1431
Delta Asset Management
Tennessee
$139K +$130K +1,674 New
MFA
1432
McClarren Financial Advisors
Pennsylvania
$136K +$127K +1,642 New
FCA
1433
Fortis Capital Advisors
Kansas
$132K +$123K +1,586 New
DJSG
1434
D.J. St. Germain
Massachusetts
$129K +$120K +1,547 +41%
SSG
1435
Summit Securities Group
New York
$128K +$120K +1,542 New
TWM
1436
Tradition Wealth Management
Minnesota
$127K – – –
QC
1437
Quent Capital
New York
$126K +$27.1K +349 +30%
LF
1438
Lee Financial
Texas
$124K +$1.94K +25 +2%
MFG
1439
Mendota Financial Group
Wisconsin
$123K +$115K +1,480 New
CWP
1440
Concord Wealth Partners
Virginia
$120K +$112K +1,441 New
LSA
1441
Leonteq Securities AG
Switzerland
$118K +$29K +374 +36%
BC
1442
Barrett & Company
Rhode Island
$116K – – –
MMG
1443
Monetary Management Group
Missouri
$112K – – –
DAC
1444
Dividend Assets Capital
South Carolina
$112K – – –
AP
1445
Arlington Partners
Alabama
$111K +$73.7K +949 +247%
HWA
1446
Heritage Wealth Advisors
Virginia
$111K +$103K +1,329 New
ZB
1447
Zions Bancorporation
Utah
$107K +$23.4K +302 +31%
OIA
1448
Optimum Investment Advisors
Illinois
$102K -$42K -541 -31%
MWM
1449
MinichMacGregor Wealth Management
New York
$101K +$94.5K +1,218 New
SJIA
1450
St. James Investment Advisors
New York
$101K +$31K +400 +49%
56 57
58
59 60