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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1701
LRI Investments
Florida
$168K – – –
OC
1702
Oakworth Capital
Alabama
$167K – – –
SS
1703
SBI Securities
Japan
$167K +$169K +2,254 New
AAP
1704
Arax Advisory Partners
Colorado
$166K +$64.7K +865 +63%
BTD
1705
BankPlus Trust Department
Mississippi
$165K +$167K +2,234 New
BIA
1706
Bell Investment Advisors
California
$164K -$898 -12 -0.5%
CAS
1707
Coppell Advisory Solutions
Texas
$159K +$42.1K +563 +36%
FA
1708
Fedenia Advisers
Wisconsin
$157K +$159K +2,126 New
CCG
1709
Ceeto Capital Group
Florida
$157K -$56.1K -750 -26%
UIA
1710
Ulland Investment Advisors
Minnesota
$155K -$5.61K -75 -3%
HNB
1711
Hilltop National Bank
Wyoming
$149K -$3.14K -42 -2%
PK
1712
Pflug Koory
Nebraska
$145K +$75 +1 +0.1%
CWP
1713
Concord Wealth Partners
Virginia
$143K -$4.71K -63 -3%
ECM
1714
Estabrook Capital Management
New York
$140K – – –
BC
1715
Bayforest Capital
United Kingdom
$140K +$141K +1,886 New
CCA
1716
Catalyst Capital Advisors
New York
$134K -$81.6K -1,090 -38%
HIA
1717
Harbor Investment Advisory
Maryland
$134K -$3.37K -45 -0.6%
FMII
1718
Farmers & Merchants Investments Inc
Nebraska
$134K – – –
HFM
1719
Hartford Financial Management
Connecticut
$133K – – –
TCOV
1720
Trust Company of Vermont
Vermont
$133K +$15.9K +212 +13%
AIM
1721
Acropolis Investment Management
Missouri
$132K – – –
OWP
1722
ORG Wealth Partners
Texas
$129K +$82.8K +1,107 +174%
CWM
1723
Cranbrook Wealth Management
Michigan
$129K +$28.4K +380 +28%
CSB
1724
City State Bank
Iowa
$125K -$1.12K -15 -0.9%
TFIPS
1725
Towarzystwo Funduszy Inwestycyjnych PZU SA
$121K +$24.7K +330 +25%
67 68
69
70 71