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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
API
1901
Asset Planning Inc
California
$123K +$84 +1 +0.1%
AWM
1902
Atticus Wealth Management
Florida
$122K +$1.09K +13 +1%
HFS
1903
Hantz Financial Services
Michigan
$122K +$13.4K +160 +14%
DWS
1904
Dynamic Wealth Strategies
California
$119K -$20.6K -246 -16%
ITIM
1905
Indiana Trust & Investment Management
Indiana
$116K – – –
FCG
1906
Financial Connections Group
California
$115K +$83.7K +1,000 +369%
NCM
1907
Northwest Capital Management
Oregon
$114K +$335 +4 +0.3%
WAS
1908
Wesleyan Assurance Society
United Kingdom
$114K – – –
PWM
1909
Proathlete Wealth Management
Florida
$113K +$1.09K +13 +1%
SAM
1910
Sherman Asset Management
California
$111K -$25K -298 -20%
FMII
1911
Farmers & Merchants Investments Inc
Nebraska
$109K -$63.3K -756 -39%
IAS
1912
IMA Advisory Services
Colorado
$106K +$670 +8 +0.7%
QL
1913
Quarry LP
New York
$105K -$26.3K -314 -21%
MEG
1914
Millstone Evans Group
Colorado
$105K -$7.29K -87 -7%
SSG
1915
Summit Securities Group
New York
$105K +$96.2K +1,149 New
CBT
1916
Crews Bank & Trust
Florida
$102K – – –
PP
1917
Pacifica Partners
Canada
$102K -$1.26K -15 -1%
C
1918
Covestor
United Kingdom
$102K -$12.2K -146 -12%
OIA
1919
Optimum Investment Advisors
Illinois
$101K -$10.5K -125 -10%
SIS
1920
Sound Income Strategies
Florida
$97.7K +$2.93K +35 +3%
NC
1921
NewSquare Capital
Pennsylvania
$97.6K +$25.9K +309 +41%
CAL
1922
Capital Advisors Ltd
Ohio
$97K -$921 -11 -1%
TPWA
1923
Twin Peaks Wealth Advisors
California
$96.6K +$82K +979 New
NC
1924
North Capital
Utah
$96.6K +$84 +1 +0.1%
MAM
1925
Meeder Asset Management
Ohio
$96K +$10.6K +127 +14%
75 76
77
78 79