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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1776
Rowlandmiller & Partners
Georgia
$112K +$113K +1,435 New
DCM
1777
Davis Capital Management
Florida
$110K – – –
EI
1778
eCIO Inc
Wisconsin
$110K +$110K +1,399 New
CM
1779
Capula Management
Cayman Islands
$109K +$109K +1,395 New
TCOV
1780
Trust Company of Vermont
Vermont
$109K -$31.4K -400 -22%
API
1781
Asset Planning Inc
California
$105K +$157 +2 +0.1%
AWM
1782
Atticus Wealth Management
Florida
$104K – – –
ITIM
1783
Indiana Trust & Investment Management
Indiana
$99.8K – – –
C
1784
Covestor
United Kingdom
$99K -$942 -12 -0.9%
WAS
1785
Wesleyan Assurance Society
United Kingdom
$98K – – –
NCM
1786
Northwest Capital Management
Oregon
$97.6K +$392 +5 +0.4%
MEG
1787
Millstone Evans Group
Colorado
$97.3K +$785 +10 +0.8%
OIA
1788
Optimum Investment Advisors
Illinois
$96.1K +$78 +1 +0.1%
PWM
1789
Proathlete Wealth Management
Florida
$95.8K +$96K +1,223 New
RMP
1790
Richards, Merrill & Peterson
Washington
$94.1K – – –
HFS
1791
Hantz Financial Services
Michigan
$92K +$30.8K +392 +50%
AF
1792
Abound Financial
California
$91.8K +$92.1K +1,173 New
IAS
1793
IMA Advisory Services
Colorado
$90K +$90.3K +1,150 New
HCP
1794
Hexagon Capital Partners
Arkansas
$87.9K -$315K -4,008 -78%
CBT
1795
Crews Bank & Trust
Florida
$87.9K – – –
PP
1796
Pacifica Partners
Canada
$86.2K +$3.22K +41 +4%
NAAA
1797
New Age Alpha Advisors
New York
$84.4K +$84.6K +1,078 New
CAL
1798
Capital Advisors Ltd
Ohio
$84K -$1.1K -14 -1%
OWP
1799
ORG Wealth Partners
Texas
$83.5K -$52.5K -669 -38%
NC
1800
North Capital
Utah
$82.9K +$83K +1,058 New
70 71
72
73 74