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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
926
Destination Wealth Management
California
$1.09M -$21.1M -321,821 -95%
EFG
927
Embree Financial Group
Illinois
$1.09M +$1.51K +23 +0.1%
MBT
928
Montecito Bank & Trust
California
$1.08M -$2.17K -33 -0.2%
BCM
929
Birmingham Capital Management
Alabama
$1.08M -$69K -1,050 -6%
LGA
930
Lebenthal Global Advisors
New York
$1.08M +$63.3K +964 +6%
BLC
931
Brown, Lisle/Cummings
Rhode Island
$1.07M +$32.8K +500 +3%
QCG
932
Quadrant Capital Group
Ohio
$1.07M -$75.2K -1,145 -6%
WF
933
WoodTrust Financial
Wisconsin
$1.07M -$995K -15,145 -48%
MIM
934
Morningstar Investment Management
Illinois
$1.07M -$4.27K -65 -0.4%
IBOK
935
Independence Bank of Kentucky
Kentucky
$1.06M +$365K +5,555 +51%
FFG
936
Frisch Financial Group
New York
$1.06M +$2.37K +36 +0.2%
CGH
937
CMG Global Holdings
Texas
$1.05M +$3.42K +52 +0.3%
GFG
938
Greystone Financial Group
Michigan
$1.05M +$498K +7,582 +88%
RWM
939
Ritholtz Wealth Management
New York
$1.05M -$51K -777 -5%
OAM
940
Ostrum Asset Management
France
$1.03M +$25.5K +388 +2%
MCM
941
Mainstream Capital Management
California
$1.03M +$1.04M +15,869 New
GM
942
GeoWealth Management
Illinois
$1.03M +$125K +1,902 +14%
TWA
943
TCI Wealth Advisors
Arizona
$1.03M +$198K +3,020 +24%
HFS
944
Howard Financial Services
Texas
$1.02M +$110K +1,672 +12%
DAS
945
Dynamic Advisor Solutions
Arizona
$1.02M -$86.8K -1,322 -8%
TF
946
TLWM Financial
Texas
$1.02M -$59.3K -903 -5%
CPRC
947
Consolidated Portfolio Review Corp
New York
$1.02M +$5.19K +79 +0.5%
SMC
948
Smith, Moore & Co
Missouri
$1.02M +$137K +2,089 +15%
GC
949
Guidance Capital
Kentucky
$1.02M +$22.9K +348 +3%
ATWA
950
Arbor Trust Wealth Advisors
Michigan
$1.01M – – –
36 37
38
39 40