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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
1801
Halpern Financial
Virginia
$14.9K – – –
SVCP
1802
Silicon Valley Capital Partners
California
$14.4K +$74 +1 +0.5%
GG
1803
Gleason Group
Kentucky
$14.1K +$74 +1 +0.5%
FCT
1804
First Community Trust
Iowa
$13.9K – – –
TCM
1805
Tradewinds Capital Management
Washington
$13.6K +$813 +11 +6%
FG
1806
Fairman Group
Pennsylvania
$13.6K – – –
TIM
1807
Tortoise Investment Management
New York
$13.5K – – –
CIR
1808
Clear Investment Research
Georgia
$13.3K – – –
FDCP
1809
Foster Dykema Cabot & Partners
Massachusetts
$13.1K -$2.51K -34 -16%
EFP
1810
EnRich Financial Partners
Wisconsin
$12.9K – – –
GTAM
1811
Global Trust Asset Management
Florida
$12.6K – – –
CIAS
1812
CBIZ Investment Advisory Services
Ohio
$12.6K – – –
ATC
1813
Adirondack Trust Company
New York
$12.2K -$591 -8 -5%
WAS
1814
Winch Advisory Services
Wisconsin
$11.9K – – –
PGAM
1815
Princeton Global Asset Management
New Jersey
$11.8K -$1.03K -14 -8%
WIA
1816
Wetzel Investment Advisors
Indiana
$11.8K – – –
SC
1817
Steph & Co
Wisconsin
$11.7K +$886 +12 +8%
IFAM
1818
Institutional & Family Asset Management
Colorado
$11.6K -$5.02K -68 -30%
CPG
1819
Cornerstone Planning Group
New Jersey
$11.5K +$74 +1 +0.5%
HC
1820
Hoese & Co
Minnesota
$11.1K – – –
PCM
1821
Penserra Capital Management
California
$11K – – –
PP
1822
PrairieView Partners
Minnesota
$11K – – –
GCM
1823
Gables Capital Management
Florida
$11K – – –
RTL
1824
Red Tortoise LLC
Georgia
$10.9K – – –
CCMI
1825
Creative Capital Management Investments
California
$10.7K – – –
71 72
73
74 75