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Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
SCHW.PRD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $8.04M | +$154K | +5,903 | +2% |
|
2
Crossmark Global Holdings
Houston,
Texas
| $4.17M | -$535K | -20,514 | -11% |
|
3
Mengis Capital Management
Portland,
Oregon
| $1.14M | +$31.5K | +1,207 | +3% |
|
|
CIM
4
CIM Investment Management
Pittsburgh,
Pennsylvania
| $1.06M | – | – | – |
|
5
Sonora Investment Management
Tucson,
Arizona
| $938K | -$28.1K | -1,075 | -3% |
|
6
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $706K | +$5.22K | +200 | +0.7% |
|
7
Cribstone Capital Management
Augusta,
Maine
| $51K | -$2.32K | -89 | -4% |
|
8
Estabrook Capital Management
New York
| $30.2K | – | – | – |
|
9
OneDigital Investment Advisors
Overland Park,
Kansas
| $10K | – | – | – |
|
10
Parametric Portfolio Associates
Seattle,
Washington
| – | -$569K | -21,742 | Closed |
|