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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
601
GS Investments
Minnesota
$3.14M +$15.7K +260 +0.5%
PC
602
Permanens Capital
New York
$3.13M +$137K +2,270 +4%
IVP
603
Intrinsic Value Partners
Arizona
$3.11M +$18.1K +300 +0.5%
MIC
604
Means Investment Company
Maine
$3.11M +$621K +10,282 +22%
WG
605
Watchman Group
Texas
$3.1M +$1.14M +18,941 +51%
MA
606
Montag & Associates
Georgia
$3.09M +$179K +2,968 +6%
BIM
607
Bridgecreek Investment Management
Oklahoma
$3.06M -$284K -4,700 -8%
LBWM
608
Left Brain Wealth Management
Illinois
$3.02M +$1.87M +31,011 +129%
MNBTD
609
Moody National Bank Trust Division
Texas
$3.02M +$1.02M +16,865 +44%
PP
610
Prudential plc
United Kingdom
$3.01M -$1.63M -26,981 -33%
RAM
611
Readystate Asset Management
Illinois
$3.01M +$3.31M +54,758 New
DCM
612
Delta Capital Management
New Jersey
$3.01M -$63.5K -1,050 -2%
CRM
613
Cramer Rosenthal McGlynn
Connecticut
$2.99M +$531K +8,787 +19%
AG
614
Ascent Group
Virginia
$2.99M +$1.21M +19,944 +56%
API
615
Advisor Partners II
California
$2.99M +$369K +6,105 +13%
MTIM
616
Marathon Trading Investment Management
Pennsylvania
$2.99M +$2.83M +46,884 +621%
HIP
617
HUB Investment Partners
Texas
$2.99M +$346K +5,729 +12%
GIM
618
Goelzer Investment Management
Indiana
$2.98M -$79.4K -1,314 -2%
GI
619
GAMCO Investors
Connecticut
$2.97M -$320K -5,300 -9%
RCA
620
Riverview Capital Advisers
Massachusetts
$2.96M -$3.26M -53,934 -50%
SWP
621
Stratos Wealth Partners
Ohio
$2.95M +$430K +7,117 +15%
MFG
622
Merit Financial Group
Georgia
$2.94M +$161K +2,658 +5%
SF
623
Synovus Financial
Georgia
$2.94M +$280K +4,641 +9%
SWA
624
SFMG Wealth Advisors
Texas
$2.94M +$220K +3,633 +7%
CA
625
Cullinan Associates
Kentucky
$2.93M -$30.2K -500 -0.9%
23 24
25
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