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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
M
951
Mirova
France
$52K -$1.22K -34 -2%
BFEC
952
Benjamin F. Edwards & Company
Missouri
$48K +$23.6K +660 +88%
BSAM
953
Blue Square Asset Management
New York
$47K +$49.4K +1,379 New
RCA
954
Reitz Capital Advisors
Michigan
$47K +$50.1K +1,400 New
MMG
955
Monetary Management Group
Missouri
$46K – – –
SBL
956
Sargent Bickham Lagudis
Colorado
$46K +$72 +2 +0.1%
AAP
957
Arax Advisory Partners
Colorado
$45K – – –
SIC
958
Salem Investment Counselors
North Carolina
$45K – – –
GWS
959
Glassman Wealth Services
Virginia
$45K +$5.41K +151 +13%
EFSCE
960
Enterprise Financial Services Corp (EFSC)
Missouri
$44K -$1.11K -31 -2%
FMP
961
Financial Management Professionals
Texas
$44K – – –
KWM
962
Keebeck Wealth Management
Illinois
$44K +$47.4K +1,324 New
CFD
963
Creative Financial Designs
Indiana
$42K +$44.8K +1,252 New
FMB
964
Field & Main Bank
Kentucky
$42K +$45K +1,255 New
MRCM
965
M&R Capital Management
New Jersey
$41K -$2.4K -67 -5%
CHC
966
City Holding Co
West Virginia
$41K – – –
OIA
967
Optimum Investment Advisors
Illinois
$41K +$36 +1 +0.1%
CI
968
CX Institutional
Indiana
$41K +$17.1K +477 +64%
OC
969
Oakworth Capital
Alabama
$40K – – –
BCA
970
Berman Capital Advisors
Georgia
$40K +$2.44K +68 +6%
EWM
971
Edge Wealth Management
New York
$40K +$35.8K +1,000 +500%
LWM
972
Lenox Wealth Management
Ohio
$39K -$39.7K -1,107 -48%
HIA
973
Harbor Investment Advisory
Maryland
$39K -$13.6K -381 -25%
BWM
974
Baystate Wealth Management
Massachusetts
$39K +$179 +5 +0.4%
FDCDDQ
975
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.5K -$17.9K -500 -30%
37 38
39
40 41