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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1701
Planning Capital Management Corporation
Pennsylvania
$33K +$33.4K +509 New
PA
1702
PSI Advisors
Florida
$33K – – –
NSIM
1703
North Star Investment Management
Illinois
$32.4K – – –
FFWM
1704
Future Financial Wealth Management
Ohio
$32.4K +$32.8K +500 New
JSAM
1705
J. Safra Asset Management
New York
$32.3K – – –
FIA
1706
FNY Investment Advisers
New York
$32K +$32.8K +500 New
YAL
1707
Your Advocates Ltd
Texas
$31.4K – – –
FCM
1708
Fourpath Capital Management
Oklahoma
$31.2K +$31.7K +482 New
KFI
1709
Key Financial Inc
Pennsylvania
$29.9K +$985 +15 +3%
SL
1710
Salomon & Ludwin
Virginia
$29.8K -$18.9K -287 -38%
FPB
1711
First PREMIER Bank
South Dakota
$29K – – –
RWPA
1712
Richard W. Paul & Associates
Michigan
$28.2K – – –
TCM
1713
Tributary Capital Management
Nebraska
$27.9K – – –
MAM
1714
Meeder Asset Management
Ohio
$26.6K +$788 +12 +3%
CFS
1715
CGC Financial Services
Oregon
$25.9K – – –
JIP
1716
Jaffetilchin Investment Partners
Florida
$25.8K +$26.2K +399 New
FFA
1717
Frazier Financial Advisors
Ohio
$25.7K -$2.83K -43 -10%
CMA
1718
Cedar Mountain Advisors
Oregon
$25.6K +$66 +1 +0.3%
ACA
1719
American Capital Advisory
Idaho
$25.6K – – –
WTA
1720
Washington Trust Advisors
Massachusetts
$25.1K +$9.79K +149 +63%
CPA
1721
Capital Performance Advisors
California
$24.8K +$25.2K +383 New
MTIC
1722
Missouri Trust & Investment Company
Missouri
$24.5K – – –
BL
1723
BFSG LLC
California
$24.2K +$16.8K +255 +216%
SC
1724
Steph & Co
Wisconsin
$23.5K +$13.4K +204 +128%
CSC
1725
Caldwell Sutter Capital
California
$22.9K – – –
67 68
69
70 71