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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1676
Wesleyan Assurance Society
United Kingdom
$86K – – –
HIA
1677
Harbor Investment Advisory
Maryland
$83.4K -$982 -17 -0.2%
MCM
1678
Manchester Capital Management
Vermont
$81.9K +$9.82K +170 +17%
MAWCM
1679
Mine & Arao Wealth Creation & Management
California
$81.3K -$11.2K -194 -14%
ADL
1680
Asset Dedication LLC
California
$81K +$6.29K +109 +10%
VCM
1681
Versant Capital Management
Arizona
$78.2K -$4.79K -83 -7%
DIP
1682
DT Investment Partners
Pennsylvania
$78.1K – – –
BWM
1683
Baystate Wealth Management
Massachusetts
$75.8K +$462 +8 +0.7%
MMG
1684
Monetary Management Group
Missouri
$75.7K – – –
TSWM
1685
Tyler-Stone Wealth Management
Ohio
$74.3K +$39.3K +680 +170%
C
1686
Covestor
United Kingdom
$74K -$31.8K -551 -34%
HFS
1687
Hantz Financial Services
Michigan
$72K +$3K +52 +5%
ZB
1688
Zions Bancorporation
Utah
$70.8K -$3.18K -55 -5%
DMBA
1689
Deseret Mutual Benefit Administrators
Utah
$70.2K -$5.95K -103 -9%
TFG
1690
Team Financial Group
California
$69.7K -$2.31K -40 -4%
WPA
1691
West Paces Advisors
Georgia
$69.6K +$1.5K +26 +3%
TFA
1692
Toth Financial Advisory
Virginia
$68.3K -$39.8K -690 -41%
PP
1693
Pacifica Partners
Canada
$66.3K – – –
VWWMG
1694
Vermillion & White Wealth Management Group
Pennsylvania
$63.7K +$53.5K +926 New
FMB
1695
Field & Main Bank
Kentucky
$61.9K – – –
RFA
1696
Resurgent Financial Advisors
Georgia
$61.8K -$67.9K -1,176 -57%
TFIPS
1697
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.5K +$50.8K +880 New
RWPA
1698
Richard W. Paul & Associates
Michigan
$59.9K – – –
AF
1699
Advisornet Financial
Minnesota
$59.5K -$16.1K -278 -24%
CCA
1700
Criterion Capital Advisors
Tennessee
$57.3K +$48.1K +833 New
66 67
68
69 70