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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IRF
626
IBM Retirement Fund
New York
$864K -$14.6K -362 -2%
RFC
627
Regions Financial Corp
Alabama
$861K -$66.3K -1,643 -7%
BSB
628
Bangor Savings Bank
Maine
$860K +$62.7K +1,553 +8%
BFG
629
Beacon Financial Group
Texas
$837K +$5.93K +147 +0.7%
FA
630
FDx Advisors
Illinois
$836K -$484K -11,993 -38%
CWAG
631
Compton Wealth Advisory Group
Virginia
$829K -$123K -3,048 -13%
CI
632
Conning Inc
Connecticut
$829K -$8.39K -208 -1%
FFC
633
First Financial Corp
Indiana
$826K +$113K +2,809 +17%
AIP
634
Ameritas Investment Partners
Nebraska
$820K -$40K -991 -5%
FIM
635
Frontier Investment Management
Texas
$817K -$11.3K -280 -1%
SMH
636
Sanders Morris Harris
Texas
$815K – – –
LCM
637
Landscape Capital Management
New Jersey
$812K -$287K -7,107 -27%
NGA
638
Naples Global Advisors
Florida
$801K +$290K +7,190 +60%
IB
639
Intrust Bank
Kansas
$796K -$44.1K -1,092 -5%
RC
640
RegentAtlantic Capital
New Jersey
$795K – – –
FHB
641
First Hawaiian Bank
Hawaii
$793K -$285K -7,064 -27%
PO
642
Private Ocean
California
$793K +$350K +8,680 +85%
KBFS
643
Kohmann Bosshard Financial Services
Ohio
$791K -$34.3K -850 -4%
CNBT
644
Canandaigua National Bank & Trust
New York
$787K +$17.2K +426 +2%
DCM
645
Dupont Capital Management
Delaware
$780K – – –
WG
646
Winton Group
United Kingdom
$780K +$753K +18,655 New
KLWA
647
Kelly Lawrence W & Associates
California
$776K – – –
1WA
648
180 Wealth Advisors
Washington
$773K +$99.2K +2,458 +13%
RJT
649
Raymond James Trust
Florida
$769K +$163K +4,037 +28%
HWA
650
HCR Wealth Advisors
California
$768K +$275K +6,812 +58%
24 25
26
27 28