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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
1751
Farmers & Merchants Investments Inc
Nebraska
$153K +$11.3K +144 +8%
ECM
1752
Estabrook Capital Management
New York
$148K – – –
BIA
1753
Bell Investment Advisors
California
$147K -$26.2K -334 -15%
OP
1754
ORG Partners
Indiana
$146K -$72.5K -924 -37%
SA
1755
SRH Advisors
Kansas
$145K -$78.5K -1,000 -35%
PWAM
1756
Private Wealth Asset Management
Iowa
$143K +$143K +1,822 New
HIA
1757
Harbor Investment Advisory
Maryland
$141K – – –
MFA
1758
McClarren Financial Advisors
Pennsylvania
$141K +$140K +1,779 New
HFM
1759
Hartford Financial Management
Connecticut
$141K – – –
AIM
1760
Acropolis Investment Management
Missouri
$141K +$1.41K +18 +1%
PK
1761
Pflug Koory
Nebraska
$133K -$19.9K -253 -13%
CSB
1762
City State Bank
Iowa
$133K – – –
CT
1763
Clearstead Trust
Maine
$124K +$13.6K +173 +12%
EPIMS
1764
Evelyn Partners Investment Management Services
$124K -$58.9K -750 -32%
CCA
1765
Catalyst Capital Advisors
New York
$124K -$18.4K -234 -13%
AWM
1766
AllSquare Wealth Management
New York
$122K – – –
DWS
1767
Dynamic Wealth Strategies
California
$121K +$122K +1,550 New
DIP
1768
DT Investment Partners
Pennsylvania
$121K – – –
SOW
1769
State of Wyoming
Wyoming
$121K -$118K -1,500 -49%
TC
1770
Truvestments Capital
Florida
$121K +$14K +179 +13%
VC
1771
Vestor Capital
Illinois
$120K -$1.41K -18 -1%
YP
1772
YANKCOM Partnership
South Dakota
$119K +$5.96K +76 +5%
BC
1773
Barrett & Company
Rhode Island
$119K – – –
SAM
1774
Sherman Asset Management
California
$118K – – –
QL
1775
Quarry LP
New York
$115K -$78.9K -1,005 -41%
69 70
71
72 73