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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
1351
MassMutual Private Wealth & Trust
Connecticut
$105K +$35.4K +510 +54%
MMG
1352
Monetary Management Group
Missouri
$97K – – –
DAC
1353
Dividend Assets Capital
South Carolina
$96K – – –
FF
1354
FourThought Financial
Florida
$91K +$71K +1,022 +414%
WPA
1355
West Paces Advisors
Georgia
$90.4K -$833 -12 -0.9%
BWM
1356
Baystate Wealth Management
Massachusetts
$90K +$278 +4 +0.3%
A
1357
AustralianSuper
Australia
$87K +$84.1M +1,211,064 New
OC
1358
Oakworth Capital
Alabama
$87K – – –
DIP
1359
DT Investment Partners
Pennsylvania
$87K +$84.2K +1,213 New
AIM
1360
Axiom Investment Management
New York
$85K +$82.4K +1,187 New
QC
1361
Quent Capital
New York
$84K +$8.82K +127 +12%
HFS
1362
Hantz Financial Services
Michigan
$82K – – –
GFPC
1363
Global Financial Private Client
Florida
$78.4K +$21.2K +305 +40%
DI
1364
Disciplined Investments
Oklahoma
$78K +$3.12K +45 +4%
ONST
1365
Old North State Trust
North Carolina
$78K +$75.8K +1,092 New
LSA
1366
Leonteq Securities AG
Switzerland
$74.7K -$532K -7,659 -88%
MGIM
1367
M&G Investment Management
United Kingdom
$74.7K -$34.4M -495,095 -32%
SWA
1368
SOA Wealth Advisors
New York
$73K +$69 +1 +0.1%
AFIA
1369
America First Investment Advisors
Nebraska
$72K – – –
FMB
1370
Field & Main Bank
Kentucky
$72K – – –
FA
1371
Fortis Advisors
Pennsylvania
$72K – – –
FMII
1372
Farmers & Merchants Investments Inc
Nebraska
$71K +$13.2K +190 +24%
ZB
1373
Zions Bancorporation
Utah
$71K +$14.9K +215 +28%
CHC
1374
City Holding Co
West Virginia
$70K – – –
MRCM
1375
M&R Capital Management
New Jersey
$70K +$139 +2 +0.2%
53 54
55
56 57