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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
876
Soapstone Management
Maryland
$1.57M -$277K -3,750 -15%
WBCM
877
Wilson & Boucher Capital Management
California
$1.56M -$51.7K -700 -3%
IA
878
IFP Advisors
Florida
$1.56M -$53.1K -719 -3%
RFC
879
Regions Financial Corp
Alabama
$1.56M -$151K -2,044 -9%
FCBT
880
First Citizens Bank & Trust
North Carolina
$1.56M +$62.9K +852 +4%
FI
881
Fosun International
China
$1.56M -$1.2M -16,232 -43%
HAM
882
Hedges Asset Management
Nevada
$1.55M – – –
AG
883
AlTi Global
New York
$1.54M -$120K -1,627 -7%
UB
884
UMB Bank
Missouri
$1.54M +$69.4K +940 +5%
MFS
885
Monetta Financial Services
Illinois
$1.53M – – –
ISB
886
Iowa State Bank
Iowa
$1.52M +$1.53M +20,647 New
CSIC
887
Clifford Swan Investment Counsel
California
$1.52M – – –
ZIG
888
Zullo Investment Group
Pennsylvania
$1.52M +$100K +1,356 +7%
GAG
889
GM Advisory Group
New York
$1.5M -$25.6K -346 -2%
CT
890
Caldwell Trust
Florida
$1.5M +$46.6K +631 +3%
TI
891
Trexquant Investment
Connecticut
$1.49M -$26.9M -364,491 -95%
NHC
892
Nicholas Hoffman & Company
Georgia
$1.48M -$30.7K -415 -2%
GA
893
Greenhaven Associates
New York
$1.47M – – –
WTC
894
WhitTier Trust Company
Nevada
$1.47M -$69.8K -945 -5%
AAM
895
Advisors Asset Management
Colorado
$1.46M -$292K -3,948 -17%
VSQM
896
V-Square Quantitative Management
Illinois
$1.43M -$82.9K -1,122 -5%
JWM
897
Jeppson Wealth Management
California
$1.43M -$29.1K -394 -2%
GAA
898
Guardian Asset Advisors
Pennsylvania
$1.41M +$74 +1 +0%
PFA
899
Professional Financial Advisors
Nebraska
$1.4M +$26.8K +363 +2%
SDIC
900
South Dakota Investment Council
South Dakota
$1.4M -$75.3K -1,019 -5%
34 35
36
37 38