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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
626
Beacon Financial Group
Texas
$710K +$38.1K +907 +5%
ANRIA
627
American National Registered Investment Advisor
Texas
$706K – – –
RFC
628
Regions Financial Corp
Alabama
$706K +$14.4K +342 +2%
IG
629
ING Group
Netherlands
$703K -$2.41M -57,500 -73%
SWP
630
Stratos Wealth Partners
Ohio
$701K +$334K +7,954 +62%
NGA
631
Naples Global Advisors
Florida
$697K +$21.8K +520 +3%
FHB
632
First Hawaiian Bank
Hawaii
$696K +$252K +6,015 +41%
MWM
633
Madison Wealth Management
Ohio
$679K -$50.1K -1,195 -6%
CP
634
Cumberland Partners
Ontario, Canada
$672K -$380K -9,050 -31%
AAIM
635
American Assets Investment Management
California
$672K – – –
KBFS
636
Kohmann Bosshard Financial Services
Ohio
$670K -$79.7K -1,898 -9%
BCM
637
Bluefin Capital Management
New York
$668K -$1.73M -41,300 -68%
SF
638
Synovus Financial
Georgia
$665K -$1.25M -29,685 -60%
NIT
639
NumerixS Investment Technologies
British Columbia, Canada
$658K +$821K +19,557 New
KC
640
Kellner Capital
New York
$652K -$846K -20,157 -51%
CCM
641
Chilton Capital Management
Texas
$636K +$15.7K +375 +2%
IB
642
Intrust Bank
Kansas
$630K -$8.39K -200 -1%
PO
643
Private Ocean
California
$627K -$134K -3,199 -15%
AIP
644
Ameritas Investment Partners
Nebraska
$627K -$17.8K -423 -2%
PW
645
Price Wealth
Texas
$626K +$198K +4,720 +34%
KLWA
646
Kelly Lawrence W & Associates
California
$624K – – –
GCMG
647
Gyroscope Capital Management Group
Florida
$623K -$25.3K -603 -3%
SSA
648
Schonfeld Strategic Advisors
New York
$619K -$53.8M -1,282,684 -99%
FSA
649
Franklin Street Advisors
North Carolina
$614K +$42.4K +1,010 +6%
QI
650
QS Investors
New York
$612K – – –
24 25
26
27 28