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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
1076
Alpine Woods Capital Investors
New York
-$411K -8,000 Closed
PSF
1077
Pacific Sun Financial
California
-$410K -7,978 Closed
LBC
1078
Lowe Brockenbrough & Co
Virginia
-$348K -6,770 Closed
DZ Bank
1079
DZ Bank
Germany
-$334K -6,500 Closed
SPC
1080
Stewart & Patten Company
California
-$315K -6,130 Closed
OI
1081
Oakbrook Investments
Illinois
-$308K -6,000 Closed
BA
1082
Bridgewater Associates
Connecticut
-$274K -5,340 Closed
LJAC
1083
L.J. Altfest & Co
New York
-$257K -5,000 Closed
SBA
1084
Secrest Blakey & Associates
North Carolina
-$257K -5,000 Closed
IFWM
1085
Institute for Wealth Management
Colorado
-$220K -4,283 Closed
CFA
1086
Cahill Financial Advisors
Minnesota
-$212K -4,117 Closed
LC
1087
Lourd Capital
California
-$208K -4,050 Closed
KFA
1088
Kays Financial Advisory
Georgia
-$208K -4,049 Closed
BL
1089
Balentine LLC
Georgia
-$162K -3,156 Closed
CCS
1090
Crosspoint Capital Strategies
California
-$1.54M -3,000 Closed
IWP
1091
Icon Wealth Partners
Texas
-$51K -993 Closed
First Eagle Investment Management
1092
First Eagle Investment Management
New York
-$46K -900 Closed
PWM
1093
Paulson Wealth Management
Illinois
-$41K -807 Closed
WA
1094
Winfield Associates
Ohio
-$37K -698 Closed
IP
1095
Intellectus Partners
California
-$34K -671 Closed
ANBT
1096
American National Bank & Trust
Texas
-$34K -655 Closed
FFG
1097
Ford Financial Group
California
-$29K -556 Closed
CA
1098
Calton & Associates
Florida
-$27K -494 Closed
KJWM
1099
Kiley Juergens Wealth Management
Washington
-$14K -283 Closed
AFIA
1100
America First Investment Advisors
Nebraska
-$14K -278 Closed