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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1626
Winch Advisory Services
Wisconsin
$8K +$7.76K +106 +196%
BFPW
1627
BOK Financial Private Wealth
Colorado
$7.96K +$2.78K +38 +33%
SIS
1628
Sound Income Strategies
Florida
$7.8K -$879 -12 -7%
CCMI
1629
Creative Capital Management Investments
California
$7.59K – – –
MTIC
1630
Missouri Trust & Investment Company
Missouri
$7.33K +$4.47K +61 +77%
HCM
1631
Highlander Capital Management
New Jersey
$7K – – –
TIM
1632
Tortoise Investment Management
New York
$6.76K +$7.32K +100 +345%
ETC
1633
Exchange Traded Concepts
Oklahoma
$6.71K +$1.9K +26 +25%
BONH
1634
Bank of New Hampshire
New Hampshire
$6.55K – – –
M1FG
1635
Mach-1 Financial Group
Arkansas
$6.15K -$1.74M -23,789 -98%
MAWCM
1636
Mine & Arao Wealth Creation & Management
California
$6.03K – – –
SIA
1637
Sit Investment Associates
Minnesota
$6K – – –
GWSG
1638
GPS Wealth Strategies Group
Colorado
$5.76K +$8.05K +110 New
RP
1639
Repertoire Partners
New York
$5.24K – – –
CHA
1640
Carmichael Hill & Associates
Maryland
$4.71K +$6.59K +90 New
DF
1641
DecisionPoint Financial
Arizona
$4.45K +$6.22K +85 New
GTAM
1642
Global Trust Asset Management
Florida
$3.72K -$43.9K -600 -89%
JGIA
1643
Jackson Grant Investment Advisers
Connecticut
$3.25K +$4.54K +62 New
SC
1644
Schubert & Co
Texas
$3.2K -$6.22K -85 -58%
CAM
1645
Costello Asset Management
Pennsylvania
$3.14K – – –
EBA
1646
Eagle Bay Advisors
New York
$3.14K +$1.98K +27 +82%
AIM
1647
Arcadia Investment Management
Michigan
$3.04K +$4.25K +58 New
VCM
1648
Vigilant Capital Management
Maine
$3K – – –
RDIA
1649
RE Dickinson Investment Advisors
Iowa
$3K +$4.32K +59 New
BBPWM
1650
Blue Bell Private Wealth Management
Pennsylvania
$2.93K +$732 +10 +22%
64 65
66
67 68