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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
1201
City Holding Co
West Virginia
$107K – – –
LF
1202
Lee Financial
Texas
$104K – – –
AFIA
1203
America First Investment Advisors
Nebraska
$103K – – –
VRM
1204
Vectors Research Management
New York
$102K – – –
PI
1205
PineBridge Investments
New York
$98K -$13.8M -192,762 -99%
MMG
1206
Monetary Management Group
Missouri
$98K – – –
GLLW
1207
Graves Light Lenhart Wealth
Virginia
$97K +$50.1K +702 +113%
PCG
1208
Private Capital Group
Connecticut
$96K +$143 +2 +0.2%
RFA
1209
Reilly Financial Advisors
California
$94K -$29.6K -415 -24%
FMB
1210
Field & Main Bank
Kentucky
$91K – – –
FA
1211
Fortis Advisors
Pennsylvania
$91K – – –
BWM
1212
Baystate Wealth Management
Massachusetts
$90K +$5.14K +72 +6%
OC
1213
Oakworth Capital
Alabama
$88K – – –
HFM
1214
Harvest Fund Management
China
$84K – – –
ONST
1215
Old North State Trust
North Carolina
$80K – – –
FF
1216
FourThought Financial
Florida
$78K -$4.79K -67 -6%
MRCM
1217
M&R Capital Management
New Jersey
$75K +$143 +2 +0.2%
CFA
1218
Carroll Financial Associates
North Carolina
$74K +$3.86K +54 +6%
ED
1219
Exane Derivatives
France
$73.1K -$10.5K -147 -13%
FGAM
1220
Financial Gravity Asset Management
Texas
$73K -$8.93K -125 -57%
DAC
1221
Dividend Assets Capital
South Carolina
$70K – – –
EWM
1222
Endurance Wealth Management
Rhode Island
$69K – – –
NFSG
1223
Newbridge Financial Services Group
Florida
$68K -$4.07K -57 -6%
TFO
1224
Tarbox Family Office
California
$68K -$1.43K -20 -2%
LC
1225
Lindbrook Capital
California
$68K +$3.21K +45 +5%
47 48
49
50 51