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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1626
BOK Financial Private Wealth
Colorado
$7.96K +$2.78K +38 +33%
SIS
1627
Sound Income Strategies
Florida
$7.8K -$879 -12 -7%
CCMI
1628
Creative Capital Management Investments
California
$7.59K – – –
MTIC
1629
Missouri Trust & Investment Company
Missouri
$7.33K +$4.47K +61 +77%
HCM
1630
Highlander Capital Management
New Jersey
$7K – – –
TIM
1631
Tortoise Investment Management
New York
$6.76K +$7.32K +100 +345%
ETC
1632
Exchange Traded Concepts
Oklahoma
$6.71K +$1.9K +26 +25%
BONH
1633
Bank of New Hampshire
New Hampshire
$6.55K – – –
MAWCM
1634
Mine & Arao Wealth Creation & Management
California
$6.03K – – –
SIA
1635
Sit Investment Associates
Minnesota
$6K – – –
GWSG
1636
GPS Wealth Strategies Group
Colorado
$5.76K +$8.05K +110 New
RP
1637
Repertoire Partners
New York
$5.24K – – –
CHA
1638
Carmichael Hill & Associates
Maryland
$4.71K +$6.59K +90 New
DF
1639
DecisionPoint Financial
Arizona
$4.45K +$6.22K +85 New
GTAM
1640
Global Trust Asset Management
Florida
$3.72K -$43.9K -600 -89%
FGAM
1641
Financial Gravity Asset Management
Texas
$3.39K -$2.27K -31 -37%
JGIA
1642
Jackson Grant Investment Advisers
Connecticut
$3.25K +$4.54K +62 New
SC
1643
Schubert & Co
Texas
$3.2K -$6.22K -85 -58%
CAM
1644
Costello Asset Management
Pennsylvania
$3.14K – – –
EBA
1645
Eagle Bay Advisors
New York
$3.14K +$1.98K +27 +82%
AIM
1646
Arcadia Investment Management
Michigan
$3.04K +$4.25K +58 New
VCM
1647
Vigilant Capital Management
Maine
$3K – – –
RDIA
1648
RE Dickinson Investment Advisors
Iowa
$3K +$4.32K +59 New
BBPWM
1649
Blue Bell Private Wealth Management
Pennsylvania
$2.93K +$732 +10 +22%
TAM
1650
Tucker Asset Management
Colorado
$2.83K – – –
64 65
66
67 68