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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1176
FourThought Financial
Florida
$81K -$4.55K -75 -6%
MRCM
1177
M&R Capital Management
New Jersey
$80K +$121 +2 +0.2%
KFP
1178
KB Financial Partners
New Jersey
$80K +$74.2K +1,224 New
OC
1179
Oakworth Capital
Alabama
$79K – – –
BWM
1180
Baystate Wealth Management
Massachusetts
$76K +$243 +4 +0.3%
HFM
1181
Harvest Fund Management
China
$75K +$30K +495 +74%
ED
1182
Exane Derivatives
France
$74.4K +$69.2K +1,141 New
EFSCE
1183
Enterprise Financial Services Corp (EFSC)
Missouri
$73K +$5.21K +86 +8%
ONST
1184
Old North State Trust
North Carolina
$71K – – –
CFA
1185
Carroll Financial Associates
North Carolina
$70K +$14.2K +235 +28%
PCG
1186
Private Capital Group
Connecticut
$69K -$17.3K -286 -21%
MLFP
1187
MPS Loria Financial Planners
Illinois
$69K – – –
FPB
1188
First PREMIER Bank
South Dakota
$65K – – –
FFA
1189
Founders Financial Alliance
North Carolina
$65K +$60.7K +1,001 New
VFA
1190
Valeo Financial Advisors
Indiana
$63K -$4.91K -81 -8%
DAC
1191
Dividend Assets Capital
South Carolina
$63K – – –
NFSG
1192
Newbridge Financial Services Group
Florida
$62K -$15.9K -263 -22%
EWM
1193
Endurance Wealth Management
Rhode Island
$62K +$36.5K +602 +172%
TFO
1194
Tarbox Family Office
California
$60K +$849 +14 +2%
IBOK
1195
Independence Bank of Kentucky
Kentucky
$59K -$12.1K -200 -18%
BG
1196
Bollard Group
Massachusetts
$59K – – –
MA
1197
Montag & Associates
Georgia
$54K -$182K -3,000 -78%
LWP
1198
Lumature Wealth Partners
Georgia
$53K -$429K -7,081 -90%
TFIPS
1199
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.1K – – –
LWA
1200
Lenox Wealth Advisors
New York
$52K – – –
46 47
48
49 50