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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
476
NEOS Investment Management
Connecticut
$8.6M +$1.67M +21,302 +24%
CA
477
Cornerstone Advisors
North Carolina
$8.44M – – –
GT
478
Glenview Trust
Kentucky
$8.38M +$316K +4,028 +4%
GLA
479
Great Lakes Advisors
Illinois
$8.38M -$92.1K -1,173 -1%
PP
480
Patten & Patten
Tennessee
$8.34M +$42.2K +538 +0.5%
MIS
481
Morningstar Investment Services
Illinois
$8.29M -$10.4M -131,896 -55%
CCB
482
Country Club Bank
Missouri
$8.28M -$1.6M -20,394 -16%
AP
483
Americana Partners
Texas
$8.23M -$1.49K -19 -0%
PWP
484
Private Wealth Partners
California
$8.23M +$3.97M +50,560 +93%
HIMCH
485
Hartford Investment Management Co (HIMCO)
Connecticut
$8.14M +$913K +11,631 +13%
BP
486
BNP Paribas
France
$8.09M +$2.41M +30,672 +42%
SCM
487
Shelton Capital Management
Colorado
$8.08M +$957K +12,199 +13%
BWP
488
Baldwin Wealth Partners
Massachusetts
$7.97M -$155K -1,970 -2%
CFG
489
Citizens Financial Group
Rhode Island
$7.96M +$60.1K +766 +0.8%
PAG
490
Private Advisor Group
New Jersey
$7.96M +$278K +3,536 +4%
CL
491
Choreo LLC
Illinois
$7.95M -$1.72M -21,936 -18%
NPT
492
National Philanthropic Trust
Pennsylvania
$7.93M -$4.83M -61,587 -38%
AF
493
Avanza Fonder
Sweden
$7.91M -$331K -4,218 -4%
MGP
494
Metis Global Partners
California
$7.91M +$1.55M +19,726 +24%
NA
495
NewEdge Advisors
Louisiana
$7.85M +$202K +2,573 +3%
NCM
496
Nearwater Capital Markets
Ireland
$7.83M – – –
GIBU
497
Gulf International Bank (UK)
United Kingdom
$7.74M -$1.61M -20,572 -17%
RC
498
Roundview Capital
New Jersey
$7.7M -$140K -1,788 -2%
VAS
499
Vestmark Advisory Solutions
Massachusetts
$7.68M +$3.73M +47,575 +94%
RAM
500
Redmond Asset Management
Virginia
$7.67M -$64.4K -821 -0.8%
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