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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RSVP
1126
Ramsay Stattman Vela & Price
Colorado
$1.1M +$34.7K +415 +4%
HCM
1127
Hodges Capital Management
Texas
$1.1M -$342K -4,085 -25%
ORC
1128
O'Rourke & Company
Massachusetts
$1.1M -$56.2K -671 -5%
MC
1129
Matisse Capital
Oregon
$1.1M -$106K -1,260 -9%
EBT
1130
Enterprise Bank & Trust
Massachusetts
$1.1M +$34.3K +410 +4%
SAM
1131
Summit Asset Management
Tennessee
$1.1M -$50.2K -600 -5%
ISFAN
1132
Investor's Fiduciary Advisor Network
Washington
$1.09M -$287K -3,433 -22%
FPAS
1133
Focus Partners Advisor Solutions
Missouri
$1.09M +$185K +2,212 +23%
CA
1134
Cullinan Associates
Kentucky
$1.09M – – –
NME
1135
Notis-McConarty Edward
$1.09M +$996K +11,895 New
USCWA
1136
U.S. Capital Wealth Advisors
Texas
$1.07M +$57.4K +686 +6%
LWM
1137
Lodestone Wealth Management
Washington
$1.07M +$3.01K +36 +0.3%
ATWA
1138
Arbor Trust Wealth Advisors
Michigan
$1.07M +$28.5K +340 +3%
SSCM
1139
Sovereign's Capital Management
Georgia
$1.06M +$155K +1,856 +19%
PCS
1140
Personal CFO Solutions
New Jersey
$1.06M +$11.2K +134 +1%
SIM
1141
Stratos Investment Management
Ohio
$1.06M +$54K +645 +6%
DBIA
1142
Dumont & Blake Investment Advisors
New Jersey
$1.05M +$11.7K +140 +1%
MAM
1143
Mystic Asset Management
Rhode Island
$1.05M +$13.8K +165 +1%
OIM
1144
Oder Investment Management
California
$1.05M -$25.3K -302 -3%
NCM
1145
Novare Capital Management
North Carolina
$1.05M -$25.1K -300 -3%
IHL
1146
Investment House LLC
California
$1.05M +$963K +11,500 New
MFG
1147
MidWestOne Financial Group
Iowa
$1.04M -$21.8K -260 -2%
LS
1148
Livforsakringsbolaget Skandia
Sweden
$1.04M – – –
RSWM
1149
Robertson Stephens Wealth Management
California
$1.04M +$32.2K +384 +3%
BCM
1150
Birmingham Capital Management
Alabama
$1.04M -$394K -4,700 -29%
44 45
46
47 48