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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1501
Penserra Capital Management
California
$73K -$1.27M -17,315 -92%
CHC
1502
City Holding Co
West Virginia
$67.3K +$22.7K +310 +32%
WAM
1503
Worth Asset Management
Texas
$64.7K +$53.8K +735 +147%
OIA
1504
Optimum Investment Advisors
Illinois
$64.2K – – –
SWM
1505
Sugarloaf Wealth Management
Georgia
$63.7K +$45.8K +625 +106%
OC
1506
Oakworth Capital
Alabama
$62.9K – – –
DIP
1507
DT Investment Partners
Pennsylvania
$62.8K – – –
FCA
1508
Fortis Capital Advisors
Kansas
$61.5K -$30.1K -411 -26%
CAC
1509
Core Alternative Capital
Georgia
$61.1K +$36K +491 +73%
DMBA
1510
Deseret Mutual Benefit Administrators
Utah
$60.2K – – –
ZB
1511
Zions Bancorporation
Utah
$58.7K -$11.9K -163 -13%
BAM
1512
Byrne Asset Management
New Jersey
$58K +$76.7K +1,047 +1,904%
ONST
1513
Old North State Trust
North Carolina
$57K – – –
HFS
1514
Hantz Financial Services
Michigan
$57K +$26.9K +368 +52%
BWM
1515
Baystate Wealth Management
Massachusetts
$56.8K +$1.17K +16 +1%
DI
1516
Disciplined Investments
Oklahoma
$56.6K -$1.32K -18 -2%
JWA
1517
JFS Wealth Advisors
Pennsylvania
$55.5K +$46.3K +632 +148%
HI
1518
Hoey Investments
Pennsylvania
$55.3K +$77.3K +1,055 New
BWA
1519
BDO Wealth Advisors
Florida
$52.6K +$58.9K +805 +403%
AFIA
1520
America First Investment Advisors
Nebraska
$52.4K – – –
FA
1521
Fortis Advisors
Pennsylvania
$52.4K – – –
RCG
1522
Rock Creek Group
District of Columbia
$51.1K -$120K -1,636 -63%
WPA
1523
West Paces Advisors
Georgia
$50.8K -$2.49K -34 -3%
EP
1524
Elkhorn Partners
Nebraska
$50K +$69.6K +950 New
TFM
1525
TFC Financial Management
Massachusetts
$48.8K – – –
59 60
61
62 63