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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
501
Advocate Group
Minnesota
$5.66M +$409K +5,268 +8%
GWM
502
Geneos Wealth Management
Colorado
$5.64M -$1.27M -16,331 -19%
KCPG
503
Kavar Capital Partners Group
Kansas
$5.63M -$34.7K -447 -0.7%
MAM
504
Madison Asset Management
Wisconsin
$5.61M -$60.5K -779 -1%
PCTC
505
Perkins Coie Trust Company
Washington
$5.5M -$192K -2,472 -4%
JC
506
JB Capital
Connecticut
$5.45M +$221K +2,848 +5%
AMI
507
Amica Mutual Insurance
Rhode Island
$5.44M -$1.95M -25,135 -28%
BBVA
508
Banco Bilbao Vizcaya Argentaria
Spain
$5.39M -$168K -2,164 -3%
RL
509
Ruffer LLP
United Kingdom
$5.38M -$43.9M -565,346 -90%
BPWM
510
Badgley Phelps Wealth Managers
Washington
$5.37M +$10.7K +138 +0.2%
RGI
511
River Global Investors
United Kingdom
$5.33M -$2.71M -34,961 -35%
CW
512
Connectus Wealth
Ohio
$5.31M +$175K +2,249 +4%
KBFS
513
Kohmann Bosshard Financial Services
Ohio
$5.29M +$29.7K +383 +0.6%
LA
514
LBP AM
France
$5.28M +$4.92M +63,446 New
MYLI
515
Meiji Yasuda Life Insurance
Japan
$5.25M -$52.7K -679 -1%
CP
516
Cumberland Partners
Ontario, Canada
$5.25M +$3.83M +49,395 +361%
RAM
517
Riggs Asset Management
Pennsylvania
$5.24M +$4.88M +62,889 New
LGF
518
LGT Group Foundation
Liechtenstein
$5.07M +$1.17M +15,059 +33%
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$5.07M +$4.43M +57,101 +1,515%
BRWA
520
B. Riley Wealth Advisors
Florida
$5.06M +$693K +8,932 +16%
MA
521
Montag & Associates
Georgia
$5.05M -$2.15M -27,639 -31%
BF
522
BOK Financial
Oklahoma
$5.05M -$1.08M -13,886 -19%
FG
523
Fiduciary Group
Georgia
$4.95M -$310 -4 -0%
BCV
524
Banque Cantonale Vaudoise
Switzerland
$4.95M -$144K -1,853 -3%
BPA
525
Beacon Pointe Advisors
California
$4.91M +$437K +5,634 +11%
19 20
21
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