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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
751
Linker Capital Management
Kentucky
$1.79M – – –
WA
752
Wealth Alliance
New York
$1.79M +$48.1K +620 +3%
ACS
753
Archford Capital Strategies
Illinois
$1.79M +$163K +2,105 +11%
SIA
754
Schechter Investment Advisors
Michigan
$1.77M -$22.3K -287 -1%
TC
755
Titleist Capital
Texas
$1.77M -$69K -889 -4%
TNB
756
Thomasville National Bank
Georgia
$1.77M -$2.33K -30 -0.1%
RFC
757
Regions Financial Corp
Alabama
$1.76M -$187K -2,404 -10%
BFG
758
Beacon Financial Group
Texas
$1.75M -$19.6K -253 -1%
PAS
759
Park Avenue Securities
New York
$1.75M +$546K +7,041 +50%
FPGT
760
Financial Partners Group (Tennessee)
Tennessee
$1.74M +$1.63M +20,956 New
EF
761
Empowered Funds
Pennsylvania
$1.73M +$203K +2,621 +14%
CSIC
762
Clifford Swan Investment Counsel
California
$1.72M +$388 +5 +0%
DCM
763
Dupont Capital Management
Delaware
$1.72M -$461K -5,943 -22%
PI
764
PFS Investments
Georgia
$1.72M +$159K +2,055 +11%
LCM
765
Leisure Capital Management
California
$1.71M -$46.6K -601 -3%
CGA
766
Crescent Grove Advisors
Illinois
$1.7M +$47K +605 +3%
EDRH
767
Edmond de Rothschild Holding
Switzerland
$1.7M +$16.7K +215 +1%
EIP
768
Epoch Investment Partners
New York
$1.7M -$9.16K -118 -0.6%
AFA
769
AllGen Financial Advisors
Florida
$1.69M +$880K +11,340 +127%
MOS
770
MGO One Seven
Ohio
$1.69M -$33.1K -426 -2%
GSWM
771
Greenup Street Wealth Management
Michigan
$1.68M +$30.7K +395 +2%
MBT
772
Montecito Bank & Trust
California
$1.68M -$19.4K -250 -1%
PG
773
Pendal Group
Australia
$1.67M -$136K -1,747 -8%
MA
774
MYDA Advisors
New York
$1.67M -$77.6K -1,000 -5%
GA
775
Greenhaven Associates
New York
$1.67M – – –
29 30
31
32 33