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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
976
Baystate Wealth Management
Massachusetts
$39K +$179 +5 +0.4%
FDCDDQ
977
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.5K -$17.9K -500 -30%
FPB
978
First PREMIER Bank
South Dakota
$37K -$15.2K -425 -28%
KC
979
Knuff & Co
California
$34K -$129K -3,600 -78%
BG
980
Bollard Group
Massachusetts
$31K +$32.5K +908 New
LWA
981
Lenox Wealth Advisors
New York
$27K -$9.56K -267 -25%
PGAM
982
Princeton Global Asset Management
New Jersey
$27K – – –
VRM
983
Vectors Research Management
New York
$26K +$5.19K +145 +23%
ZB
984
Zions Bancorporation
Utah
$25K -$239K -6,672 -90%
SIAS
985
Shine Investment Advisory Services
Colorado
$25K -$11.6K -324 -31%
LWANC
986
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
SL
987
Savior LLC
Massachusetts
$25K +$36 +1 +0.1%
LF
988
Lee Financial
Texas
$25K +$26.9K +750 New
GFPC
989
Global Financial Private Client
Florida
$24.8K – – –
FCA
990
FinTrust Capital Advisors
South Carolina
$24K -$34.8K -971 -57%
WFMPM
991
Woodley Farra Manion Portfolio Management
Indiana
$24K – – –
TFO
992
Tarbox Family Office
California
$23K -$8.99K -251 -27%
LC
993
Lindbrook Capital
California
$23K -$7.56K -211 -24%
JCM
994
Jacobi Capital Management
Pennsylvania
$23K – – –
PK
995
Pflug Koory
Nebraska
$23K – – –
TFA
996
Toth Financial Advisory
Virginia
$23K +$609 +17 +3%
AF
997
Advisornet Financial
Minnesota
$22K -$2.15K -60 -8%
TL
998
TrueWealth LLC
Georgia
$22K – – –
FBT
999
First Bank & Trust
South Dakota
$21K -$92.8K -2,591 -81%
AF
1000
Arrow Financial
New York
$21K -$5.19K -145 -19%
38 39
40
41 42