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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
1026
Thomasville National Bank
Georgia
$752K -$446K -7,381 -35%
PFA
1027
Professional Financial Advisors
Nebraska
$752K +$20.2K +335 +3%
UCB
1028
United Community Bank
South Carolina
$749K +$172K +2,850 +26%
BCM
1029
Brown Capital Management
Maryland
$748K -$90.1K -1,490 -10%
RWM
1030
Ritholtz Wealth Management
New York
$746K +$370K +6,121 +82%
MAS
1031
Meeder Advisory Services
Ohio
$744K -$132K -2,179 -14%
IB
1032
Intrust Bank
Kansas
$743K -$4.59K -76 -0.6%
MWM
1033
Meridian Wealth Management
Kentucky
$739K +$425K +7,034 +109%
VSQM
1034
V-Square Quantitative Management
Illinois
$735K +$273K +4,511 +51%
CCA
1035
Checchi Capital Advisers
California
$734K -$19.8K -327 -2%
FFM
1036
Forum Financial Management
Illinois
$733K +$12.1K +200 +2%
PG
1037
Proffitt & Goodson
Tennessee
$733K +$2.6K +43 +0.3%
HR
1038
Hardy Reed
Mississippi
$731K -$8.7K -144 -1%
SAM
1039
Summit Asset Management
Tennessee
$728K – – –
MFG
1040
Monte Financial Group
Connecticut
$728K -$28.6K -474 -3%
PFS
1041
Prospera Financial Services
Texas
$727K -$51.4K -850 -6%
NAS
1042
Nicolet Advisory Services
Wisconsin
$727K +$130K +2,144 +18%
NCM
1043
Novare Capital Management
North Carolina
$719K -$43.2K -715 -5%
GP
1044
Greenline Partners
New York
$715K – – –
ATWA
1045
Arbor Trust Wealth Advisors
Michigan
$714K -$29.5K -488 -4%
MJRIC
1046
Mogy Joel R Investment Counsel
California
$711K -$104K -1,722 -12%
TNBTD
1047
Trustmark National Bank Trust Department
Mississippi
$711K -$10.2K -168 -1%
OIM
1048
Oder Investment Management
California
$706K +$12.9K +213 +2%
SFO
1049
Stokes Family Office
Louisiana
$704K -$12.4K -205 -2%
HA
1050
Hamel Associates
New Jersey
$702K – – –
40 41
42
43 44