Charles Schwab

SCHW

Market cap $197B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
526	ATC 526 Argent Trust Co Nashville, Tennessee	$273K	+$257K	+9,028	New
527	SW 527 SVB Wealth Boston, Massachusetts	$273K	+$257K	+9,051	New
528	HCMT 528 Highland Capital Management (Tennessee) Memphis, Tennessee	$269K	–	–	–
529	MAM 529 Marquette Asset Management Minneapolis, Minnesota	$268K	–	–	–
530	DCM 530 Dynamic Capital Management St. Helier, Jersey	$265K	+$250K	+8,793	New
531	LOAMS 531 Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$263K	-$12.2M	-429,915	-98%
532	LOAME 532 Lombard Odier Asset Management (Europe) London, United Kingdom	$263K	+$246K	+8,659	New
533	CWA 533 Constellation Wealth Advisors New York	$262K	–	–	–
534	KA 534 KLCM Advisors Milwaukee, Wisconsin	$258K	+$243K	+8,550	New
535	RT 535 Reliance Trust Atlanta, Georgia	$249K	+$8.04K	+283	+4%
536	RMDI 536 R.M. Davis Inc Portland, Maine	$248K	-$21.3K	-750	-8%
537	CPA 537 Court Place Advisors Ellicott City, Maryland	$244K	–	–	–
538	FIM 538 Fruth Investment Management Houston, Texas	$241K	–	–	–
539	GIS 539 Guardian Investor Services New York	$240K	-$5.29K	-186	-2%
540	BFA 540 Bragg Financial Advisors Charlotte, North Carolina	$240K	–	–	–
541	PAG 541 Private Advisor Group Morristown, New Jersey	$230K	-$28.8K	-1,014	-11%
542	RG 542 Rathbones Group Liverpool, United Kingdom	$230K	–	–	–
543	AP 543 Advisor Partners Walnut Creek, California	$227K	+$3.01K	+106	+1%
544	PP 544 Prudential plc London, England, United Kingdom	$222K	–	–	–
545	BOH 545 Bank of Hawaii Honolulu, Hawaii	$221K	-$402K	-14,140	-66%
546	SCM 546 Shelton Capital Management Denver, Colorado	$220K	–	–	–
547	SWP 547 Stratos Wealth Partners Beachwood, Ohio	$218K	+$205K	+7,216	New
548	PI 548 Pettee Investors Rowayton, Connecticut	$215K	–	–	–
549	PHK 549 Point72 Hong Kong Hong Kong	$215K	+$202K	+7,127	New
550	BCM 550 Bridgeway Capital Management Houston, Texas	$214K	–	–	–

Charles Schwab SCHW Market cap $197B

Charles Schwab

SCHW

Market cap $197B