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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
1726
Bank of New Hampshire
New Hampshire
$7.93K +$786 +15 +12%
TIM
1727
Tortoise Investment Management
New York
$7.31K – – –
FPF
1728
First Pacific Financial
Washington
$7.08K +$6.55K +125 New
ARS
1729
Adirondack Retirement Specialists
New York
$7.03K -$5.66K -108 -47%
FMTCOCP
1730
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$6.02K +115 New
CFFP
1731
Center for Financial Planning
Michigan
$6.69K +$6.18K +118 New
OPTFSNA
1732
Old Point Trust & Financial Services N A
Virginia
$6.58K +$6.08K +116 New
CAS
1733
Coppell Advisory Solutions
Texas
$6.51K +$5.97K +114 New
BFPW
1734
BOK Financial Private Wealth
Colorado
$6.46K -$1.99K -38 -25%
RTL
1735
Red Tortoise LLC
Georgia
$6.01K -$11.8K -226 -68%
SIA
1736
Sit Investment Associates
Minnesota
$6K – – –
NC
1737
NewSquare Capital
Pennsylvania
$5.89K -$17.2K -328 -76%
MWA
1738
Miller Wealth Advisors
Colorado
$5.67K +$5.24K +100 New
CHA
1739
Carmichael Hill & Associates
Maryland
$5.11K – – –
CA
1740
Crewe Advisors
Utah
$5.1K -$6.02K -115 -56%
CTWM
1741
Cherry Tree Wealth Management
Minnesota
$4.94K +$4.56K +87 New
MTIC
1742
Missouri Trust & Investment Company
Missouri
$4.48K -$3.19K -61 -44%
FCB
1743
First Command Bank
Texas
$4.48K +$4.14K +79 New
FCFS
1744
First Command Financial Services
Texas
$4.48K +$4.14K +79 New
BBPWM
1745
Blue Bell Private Wealth Management
Pennsylvania
$3.75K +$524 +10 +18%
JGIA
1746
Jackson Grant Investment Advisers
Connecticut
$3.51K – – –
DI
1747
Disciplined Investments
Oklahoma
$3.46K -$53.4K -1,020 -94%
CAM
1748
Costello Asset Management
Pennsylvania
$3.4K – – –
EBA
1749
Eagle Bay Advisors
New York
$3.4K – – –
FWM
1750
Focused Wealth Management
New York
$3.02K +$1.89K +36 +212%
68 69
70
71 72