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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
726
Financial Management Professionals
Texas
$11K – – –
OC
727
Oakworth Capital
Alabama
$11K – – –
CCM
728
Cribstone Capital Management
Maine
$11K +$12.1K +426 New
ZB
729
Zions Bancorporation
Utah
$10K -$19.8K -698 -65%
Loomis, Sayles & Company
730
Loomis, Sayles & Company
Massachusetts
$9K -$11.1K -389 -51%
WA
731
Winfield Associates
Ohio
$9K -$3.98K -140 -29%
BCM
732
Blume Capital Management
California
$9K – – –
PMFA
733
Plante Moran Financial Advisors
Michigan
$9K +$2.7K +95 +35%
PCM
734
Penserra Capital Management
California
$9K +$3.21K +113 +50%
JCM
735
Jacobi Capital Management
Pennsylvania
$9K +$10.5K +370 New
TCM
736
Tradewinds Capital Management
Washington
$8K -$101K -3,550 -91%
SGAM
737
Smith Group Asset Management
Texas
$7K -$568 -20 -6%
FMII
738
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
NSIM
739
North Star Investment Management
Illinois
$6K – – –
PFBT
740
Parkside Financial Bank & Trust
Missouri
$6K – – –
GBT
741
Grove Bank & Trust
Florida
$6K +$6.54K +230 New
CRC
742
Curi RMB Capital
Illinois
$6K +$6.76K +238 New
CB
743
Community Bank
New York
$4K -$5.03K -177 -54%
ACS
744
Archford Capital Strategies
Illinois
$4K +$3.69K +130 New
MFW
745
Mosaic Family Wealth
Missouri
$4K +$4.46K +157 New
AIM
746
Arcadia Investment Management
Michigan
$3K -$18.6K -653 -85%
AOWM
747
Alpha Omega Wealth Management
Virginia
$3K – – –
AA
748
Apriem Advisors
California
$3K – – –
BWA
749
Burt Wealth Advisors
Maryland
$3K – – –
GWS
750
Glassman Wealth Services
Virginia
$3K – – –