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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1801
Clear Investment Research
Georgia
$13K – – –
PGAM
1802
Princeton Global Asset Management
New Jersey
$12.7K -$9.81K -149 -46%
EFP
1803
EnRich Financial Partners
Wisconsin
$12.7K +$11.5K +175 New
TCM
1804
Tradewinds Capital Management
Washington
$12.6K +$66 +1 +0.6%
ATC
1805
Adirondack Trust Company
New York
$12.5K +$527 +8 +5%
GTAM
1806
Global Trust Asset Management
Florida
$12.4K +$6.59K +100 +141%
CIAS
1807
CBIZ Investment Advisory Services
Ohio
$12.3K +$11.3K +171 New
PP
1808
PrairieView Partners
Minnesota
$12K – – –
NFSG
1809
Newbridge Financial Services Group
Florida
$11.9K -$15K -228 -58%
WIA
1810
Wetzel Investment Advisors
Indiana
$11.9K -$18.9K -287 -64%
WCM
1811
Westend Capital Management
California
$11.8K +$10.7K +163 New
WAS
1812
Winch Advisory Services
Wisconsin
$11.7K +$66 +1 +0.6%
MWM
1813
Mascoma Wealth Management
New Hampshire
$10.9K – – –
GCM
1814
Gables Capital Management
Florida
$10.8K – – –
RTL
1815
Red Tortoise LLC
Georgia
$10.7K – – –
SC
1816
Steph & Co
Wisconsin
$10.6K +$9.68K +147 New
CCMI
1817
Creative Capital Management Investments
California
$10.5K – – –
SN
1818
Sittner & Nelson
Oregon
$10.3K -$29.6K -450 -76%
NECFA
1819
New England Capital Financial Advisors
Connecticut
$10.2K – – –
HC
1820
Hoese & Co
Minnesota
$10.1K – – –
PCM
1821
Penserra Capital Management
California
$10K -$446K -6,766 -98%
VCM
1822
Versant Capital Management
Arizona
$9.98K -$65.8K -999 -88%
CHA
1823
Carmichael Hill & Associates
Maryland
$9.86K +$3.03K +46 +51%
HCM
1824
Highlander Capital Management
New Jersey
$9.84K – – –
ME
1825
McIlrath & Eck
Washington
$9.46K – – –
71 72
73
74 75