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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1801
BOK Financial Private Wealth
Colorado
$15.8K – – –
AT
1802
Arlington Trust
Alabama
$15.5K – – –
BEI
1803
Benjamin Edwards Inc
Missouri
$15K – – –
PIS
1804
POM Investment Strategies
North Carolina
$15K +$15K +203 New
HF
1805
Halpern Financial
Virginia
$14.9K – – –
SVCP
1806
Silicon Valley Capital Partners
California
$14.4K +$74 +1 +0.5%
GG
1807
Gleason Group
Kentucky
$14.1K +$74 +1 +0.5%
FCT
1808
First Community Trust
Iowa
$13.9K – – –
TCM
1809
Tradewinds Capital Management
Washington
$13.6K +$813 +11 +6%
FG
1810
Fairman Group
Pennsylvania
$13.6K – – –
TIM
1811
Tortoise Investment Management
New York
$13.5K – – –
CIR
1812
Clear Investment Research
Georgia
$13.3K – – –
FDCP
1813
Foster Dykema Cabot & Partners
Massachusetts
$13.1K -$2.51K -34 -16%
EFP
1814
EnRich Financial Partners
Wisconsin
$12.9K – – –
GTAM
1815
Global Trust Asset Management
Florida
$12.6K – – –
CIAS
1816
CBIZ Investment Advisory Services
Ohio
$12.6K – – –
ATC
1817
Adirondack Trust Company
New York
$12.2K -$591 -8 -5%
WAS
1818
Winch Advisory Services
Wisconsin
$11.9K – – –
PGAM
1819
Princeton Global Asset Management
New Jersey
$11.8K -$1.03K -14 -8%
WIA
1820
Wetzel Investment Advisors
Indiana
$11.8K – – –
SC
1821
Steph & Co
Wisconsin
$11.7K +$886 +12 +8%
IFAM
1822
Institutional & Family Asset Management
Colorado
$11.6K -$5.02K -68 -30%
CPG
1823
Cornerstone Planning Group
New Jersey
$11.5K +$74 +1 +0.5%
HC
1824
Hoese & Co
Minnesota
$11.1K – – –
PCM
1825
Penserra Capital Management
California
$11K – – –
71 72
73
74 75