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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1201
Fortis Advisors
Pennsylvania
$91K -$88.5K -1,250 -50%
FMB
1202
Field & Main Bank
Kentucky
$91K – – –
OC
1203
Oakworth Capital
Alabama
$88K – – –
HFM
1204
Harvest Fund Management
China
$85K – – –
BWM
1205
Baystate Wealth Management
Massachusetts
$85K +$212 +3 +0.3%
LSA
1206
Leonteq Securities AG
Switzerland
$84.2K -$25.5K -360 -24%
FF
1207
FourThought Financial
Florida
$83K -$7.01K -99 -8%
ED
1208
Exane Derivatives
France
$82.6K +$637 +9 +0.8%
FGAM
1209
Financial Gravity Asset Management
Texas
$82K +$15.6K +221 New
EI
1210
Ellevest Inc
New York
$81K -$38.6K -545 -33%
ONST
1211
Old North State Trust
North Carolina
$80K – – –
MRCM
1212
M&R Capital Management
New Jersey
$75K -$14K -198 -16%
FPB
1213
First PREMIER Bank
South Dakota
$75K +$1.77K +25 +3%
NFSG
1214
Newbridge Financial Services Group
Florida
$72K +$2.48K +35 +4%
CFA
1215
Carroll Financial Associates
North Carolina
$70K -$8.14K -115 -11%
DAC
1216
Dividend Assets Capital
South Carolina
$70K – – –
TFO
1217
Tarbox Family Office
California
$70K +$2.55K +36 +4%
EWM
1218
Endurance Wealth Management
Rhode Island
$69K – – –
FMII
1219
Farmers & Merchants Investments Inc
Nebraska
$68K +$12.8K +181 +24%
BG
1220
Bollard Group
Massachusetts
$66K +$142 +2 +0.2%
LC
1221
Lindbrook Capital
California
$65K -$84.7K -1,197 -57%
CFO
1222
CVA Family Office
Colorado
$63K -$58K -820 -49%
MA
1223
Montag & Associates
Georgia
$61K – – –
CI
1224
Cordant Inc
Oregon
$59K -$57.5K -813 -50%
TFIPS
1225
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.2K – – –
47 48
49
50 51