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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
526
Fukoku Mutual Life Insurance
Japan
$276K -$28.4K -1,000 -10%
CIA
527
Capital Investment Advisors
Georgia
$274K +$369 +13 +0.1%
SBWM
528
Sunflower Bank Wealth Management
Arizona
$273K -$30.1K -1,060 -10%
TWA
529
TCI Wealth Advisors
Arizona
$273K +$33.5K +1,179 +15%
ATC
530
Argent Trust Co
Tennessee
$273K +$257K +9,028 New
SW
531
SVB Wealth
Massachusetts
$273K +$257K +9,051 New
HCMT
532
Highland Capital Management (Tennessee)
Tennessee
$269K – – –
MAM
533
Marquette Asset Management
Minnesota
$268K – – –
DCM
534
Dynamic Capital Management
Jersey
$265K +$250K +8,793 New
LOAMS
535
Lombard Odier Asset Management (Switzerland)
Switzerland
$263K -$12.2M -429,915 -98%
LOAME
536
Lombard Odier Asset Management (Europe)
United Kingdom
$263K +$246K +8,659 New
CWA
537
Constellation Wealth Advisors
New York
$262K – – –
KA
538
KLCM Advisors
Wisconsin
$258K +$243K +8,550 New
RT
539
Reliance Trust
Georgia
$249K +$8.04K +283 +4%
RMDI
540
R.M. Davis Inc
Maine
$248K -$21.3K -750 -8%
CPA
541
Court Place Advisors
Maryland
$244K – – –
FIM
542
Fruth Investment Management
Texas
$241K – – –
GIS
543
Guardian Investor Services
New York
$240K -$5.29K -186 -2%
BFA
544
Bragg Financial Advisors
North Carolina
$240K – – –
PAG
545
Private Advisor Group
New Jersey
$230K -$28.8K -1,014 -11%
RG
546
Rathbones Group
United Kingdom
$230K – – –
AP
547
Advisor Partners
California
$227K +$3.01K +106 +1%
PP
548
Prudential plc
United Kingdom
$222K – – –
BOH
549
Bank of Hawaii
Hawaii
$221K -$402K -14,140 -66%
SCM
550
Shelton Capital Management
Colorado
$220K – – –
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