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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1651
Oakworth Capital
Alabama
$175K +$76.4K +1,034 +77%
JEST
1652
JTC Employer Solutions Trustee
Jersey
$173K – – –
PHK
1653
Point72 Hong Kong
Hong Kong
$168K +$169K +2,282 New
GBT
1654
Grove Bank & Trust
Florida
$167K -$2.96K -40 -2%
BIA
1655
Bell Investment Advisors
California
$166K +$1.03K +14 +0.6%
JWM
1656
Janiczek Wealth Management
Colorado
$165K – – –
HNB
1657
Hilltop National Bank
Wyoming
$155K +$17.9K +242 +13%
LI
1658
LRI Investments
Florida
$152K +$139K +1,882 +1,012%
BC
1659
Belmont Capital
California
$152K +$153K +2,066 New
HCM
1660
Hollencrest Capital Management
California
$152K – – –
LIA
1661
Lynx Investment Advisory
District of Columbia
$146K +$147K +1,987 New
ECM
1662
Estabrook Capital Management
New York
$140K – – –
CAS
1663
Coppell Advisory Solutions
Texas
$139K +$140K +1,890 New
OP
1664
ORG Partners
Indiana
$139K +$139K +1,877 +13,407%
SP
1665
SWS Partners
Ohio
$139K +$139K +1,883 New
DCM
1666
Disciplina Capital Management
Tennessee
$136K – – –
RP
1667
Rowlandmiller & Partners
Georgia
$135K -$40.6K -550 -23%
LFG
1668
Larson Financial Group
Missouri
$134K -$57.5K -779 -30%
FMII
1669
Farmers & Merchants Investments Inc
Nebraska
$133K -$369 -5 -0.3%
HFM
1670
Hartford Financial Management
Connecticut
$133K – – –
GC
1671
Garde Capital
Washington
$132K -$92.3K -1,250 -41%
MFG
1672
Mendota Financial Group
Wisconsin
$132K -$64.3K -871 -33%
AIM
1673
Acropolis Investment Management
Missouri
$131K -$9.9K -134 -7%
PFPT
1674
Pinnacle Financial Partners (Tennessee)
Tennessee
$130K -$6.81M -92,185 -98%
CSB
1675
City State Bank
Iowa
$126K -$36.9K -500 -23%
65 66
67
68 69