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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
926
CX Institutional
Indiana
$52K +$7.03K +202 +17%
JFGIW
927
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K -$21.9K -628 -31%
SBL
928
Sargent Bickham Lagudis
Colorado
$50K +$104 +3 +0.2%
MMG
929
Monetary Management Group
Missouri
$49K – – –
BCA
930
Berman Capital Advisors
Georgia
$46K +$2.85K +82 +7%
FMB
931
Field & Main Bank
Kentucky
$45K – – –
CHC
932
City Holding Co
West Virginia
$44K – – –
OC
933
Oakworth Capital
Alabama
$44K – – –
OIA
934
Optimum Investment Advisors
Illinois
$44K – – –
MRCM
935
M&R Capital Management
New Jersey
$44K +$139 +4 +0.3%
FMP
936
Financial Management Professionals
Texas
$42K -$4.52K -130 -10%
BWM
937
Baystate Wealth Management
Massachusetts
$42K +$244 +7 +0.6%
CSPIA
938
Cary Street Partners Investment Advisory
Virginia
$42K +$40K +1,149 New
SIAS
939
Shine Investment Advisory Services
Colorado
$40K +$13.1K +377 +51%
GSWM
940
Golden State Wealth Management
California
$40K +$38.1K +1,094 New
VFA
941
Valeo Financial Advisors
Indiana
$36K -$23.1K -664 -40%
FPB
942
First PREMIER Bank
South Dakota
$36K -$3.48K -100 -9%
KC
943
Knuff & Co
California
$36K – – –
SC
944
Slow Capital
California
$36K +$34.8K +1,001 New
FHC
945
First Horizon Corporation
Tennessee
$35K +$34K +976 New
MCM
946
Manchester Capital Management
Vermont
$34K -$241K -6,914 -88%
EFSCE
947
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$12.8K -367 -29%
BG
948
Bollard Group
Massachusetts
$33K – – –
TFO
949
Tarbox Family Office
California
$31K +$6.3K +181 +27%
CFA
950
Carroll Financial Associates
North Carolina
$30K -$95.7K -2,750 -77%
36 37
38
39 40