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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 |
|
|---|---|---|---|---|---|
1
Crossmark Global Holdings
Houston,
Texas
| $7.55M | -$516K | -20,618 | -6% |
|
2
Cyrus J. Lawrence
New York
| $877K | -$219K | -8,738 | -20% |
|
3
Mengis Capital Management
Portland,
Oregon
| $523K | +$250 | +10 | +0% |
|
4
RhumbLine Advisers
Boston,
Massachusetts
| $498K | +$500K | +19,975 | New |
|
5
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $217K | -$71.3K | -2,850 | -25% |
|
6
Bartlett & Co
Cincinnati,
Ohio
| $217K | -$71.3K | -2,850 | -25% |
|
7
Estabrook Capital Management
New York
| $28.7K | – | – | – |
|
8
Cribstone Capital Management
Augusta,
Maine
| $16K | – | – | – |
|
|
SHFA
9
SS&H Financial Advisors
Troy,
Michigan
| – | -$306K | -12,100 | Closed |
|
10
Freedman Financial Associates
Peabody,
Massachusetts
| – | -$2K | -75 | Closed |
|