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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
451
Stony Point Capital
New York
$13.1M +$13M +136,929 New
PL
452
Parthenon LLC
Kentucky
$13M -$467K -4,917 -3%
CC
453
Cornerstone Capital
California
$12.8M -$410K -4,315 -3%
TRSOTSOK
454
Teachers Retirement System of the State of Kentucky
Kentucky
$12.7M – – –
MCM
455
MAI Capital Management
Ohio
$12.7M +$552K +5,813 +5%
MIG
456
McGuire Investment Group
Rhode Island
$12.7M -$85K -896 -0.7%
CAG
457
Crestwood Advisors Group
Massachusetts
$12.6M -$392K -4,132 -3%
IIC
458
Ironwood Investment Counsel
Arizona
$12.6M +$46.6K +491 +0.4%
ACM
459
Advisors Capital Management
New Jersey
$12.6M -$191K -2,014 -2%
JPWM
460
Jamison Private Wealth Management
Georgia
$12.4M +$177K +1,868 +1%
VIM
461
Vinva Investment Management
Australia
$12.3M +$1.11M +11,664 +10%
UM
462
UniSuper Management
Australia
$12.2M +$2.09M +22,027 +21%
EGM
463
Engineers Gate Manager
New York
$12.2M -$3.67M -38,662 -23%
AF
464
Avanza Fonder
Sweden
$12.2M +$709K +7,472 +6%
CPG
465
Cornerstone Planning Group
New Jersey
$12.2M +$30.9M +325,869 +16,849%
MMC
466
Mizuho Markets Cayman
Cayman Islands
$12.1M -$1.4M -14,801 -10%
AG
467
AlTi Global
New York
$12M -$189K -1,992 -2%
MFAM
468
Motley Fool Asset Management
Virginia
$12M +$2.95M +31,083 +33%
BRCM
469
Bright Rock Capital Management
Massachusetts
$11.9M – – –
MSU
470
Mizuho Securities USA
New York
$11.9M +$591K +6,231 +5%
UCFA
471
United Capital Financial Advisors
Texas
$11.8M +$7.95M +83,752 +210%
M
472
MOTCO
Texas
$11.8M -$263K -2,771 -2%
WIA
473
Westbourne Investment Advisors
Maryland
$11.7M -$217K -2,291 -2%
SG
474
Sienna Gestion
France
$11.6M +$12.7M +133,597 New
HDIM
475
Hanson & Doremus Investment Management
Vermont
$11.6M -$365K -3,841 -3%
17 18
19
20 21