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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
451
Raymond James Trust
Florida
$228K +$198K +10,734 New
ECM
452
Endex Capital Management
Kansas
$227K +$198K +10,704 New
GVT
453
Genesee Valley Trust
New York
$218K +$190K +10,262 New
WB
454
WesBanco Bank
West Virginia
$218K +$190K +10,286 New
FCI
455
Financial Counselors Inc
Kansas
$215K +$187K +10,117 New
CCM
456
Coe Capital Management
Illinois
$212K +$185K +10,000 New
GCM
457
Glynn Capital Management
California
$212K +$185K +10,000 New
RCAG
458
Rehmann Capital Advisory Group
Michigan
$211K +$184K +9,954 New
UBWV
459
United Bank (West Virginia)
West Virginia
$206K +$179K +9,675 New
PFC
460
Poplar Forest Capital
California
$201K +$175K +9,450 New
MYLI
461
Meiji Yasuda Life Insurance
Japan
$201K +$175K +9,455 New
GIS
462
Guardian Investor Services
New York
$190K +$165K +8,928 New
BRWA
463
B. Riley Wealth Advisors
Florida
$187K +$163K +8,798 New
VanEck Associates
464
VanEck Associates
New York
$187K +$163K +8,819 New
Macquarie Group
465
Macquarie Group
Australia
$180K +$157K +8,500 New
WT
466
Whittier Trust
California
$175K +$153K +8,260 New
TWA
467
TCI Wealth Advisors
Arizona
$163K +$142K +7,671 New
JWM
468
Jacobus Wealth Management
Wisconsin
$149K +$129K +7,000 New
SAMC
469
Shinko Asset Management Company
Japan
$138K +$120K +6,500 New
AAM
470
Advisors Asset Management
Colorado
$137K +$119K +6,450 New
Fuller & Thaler Asset Management
471
Fuller & Thaler Asset Management
California
$127K +$111K +6,000 New
PTC
472
Private Trust Company
Ohio
$103K +$89.6K +4,847 New
CFA
473
Carroll Financial Associates
North Carolina
$95K +$83.1K +4,500 New
RFA
474
Reilly Financial Advisors
California
$90K +$78K +4,220 New
HFM
475
Hartford Financial Management
Connecticut
$87K +$75.3K +4,077 New