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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ED
1176
Exane Derivatives
France
$74.4K +$69.2K +1,141 New
EFSCE
1177
Enterprise Financial Services Corp (EFSC)
Missouri
$73K +$5.21K +86 +8%
ONST
1178
Old North State Trust
North Carolina
$71K – – –
CFA
1179
Carroll Financial Associates
North Carolina
$70K +$14.2K +235 +28%
PCG
1180
Private Capital Group
Connecticut
$69K -$17.3K -286 -21%
MLFP
1181
MPS Loria Financial Planners
Illinois
$69K – – –
FPB
1182
First PREMIER Bank
South Dakota
$65K – – –
FFA
1183
Founders Financial Alliance
North Carolina
$65K +$60.7K +1,001 New
VFA
1184
Valeo Financial Advisors
Indiana
$63K -$4.91K -81 -8%
DAC
1185
Dividend Assets Capital
South Carolina
$63K – – –
NFSG
1186
Newbridge Financial Services Group
Florida
$62K -$15.9K -263 -22%
EWM
1187
Endurance Wealth Management
Rhode Island
$62K +$36.5K +602 +172%
TFO
1188
Tarbox Family Office
California
$60K +$849 +14 +2%
IBOK
1189
Independence Bank of Kentucky
Kentucky
$59K -$12.1K -200 -18%
BG
1190
Bollard Group
Massachusetts
$59K – – –
MA
1191
Montag & Associates
Georgia
$54K -$182K -3,000 -78%
LWP
1192
Lumature Wealth Partners
Georgia
$53K -$429K -7,081 -90%
TFIPS
1193
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.1K – – –
LWA
1194
Lenox Wealth Advisors
New York
$52K – – –
GFPC
1195
Global Financial Private Client
Florida
$50.9K – – –
FMII
1196
Farmers & Merchants Investments Inc
Nebraska
$49K – – –
LWANC
1197
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K – – –
SL
1198
Savior LLC
Massachusetts
$49K +$61 +1 +0.1%
WAM
1199
Wolverine Asset Management
Illinois
$49K +$45.9K +757 New
AF
1200
Advisornet Financial
Minnesota
$48K +$182 +3 +0.4%
46 47
48
49 50