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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
501
Fort Washington Investment Advisors
Ohio
$5.13M +$326K +6,219 +7%
SSA
502
Schonfeld Strategic Advisors
New York
$5.1M -$19.7M -376,383 -81%
PWM
503
Perigon Wealth Management
California
$5.03M +$2.26M +43,101 +94%
MMA
504
Miracle Mile Advisors
California
$5.03M -$5.13K -98 -0.1%
GWM
505
Geneos Wealth Management
Colorado
$5.01M +$1.45M +27,764 +46%
RAM
506
Riggs Asset Management
Pennsylvania
$4.99M +$1.31M +24,951 +40%
PAG
507
Private Advisory Group
Washington
$4.97M +$43.3K +826 +1%
RC
508
Roundview Capital
New Jersey
$4.96M +$1.78M +33,918 +63%
LPU
509
Lansdowne Partners (UK)
United Kingdom
$4.93M +$4.56M +87,000 New
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$4.93M +$1.05M +20,076 +30%
AAIM
511
American Assets Investment Management
California
$4.91M +$262K +5,000 +6%
ANTB
512
AMG National Trust Bank
Colorado
$4.91M +$2.17M +41,407 +92%
SWS
513
SYSTM Wealth Solutions
Illinois
$4.77M +$3.32M +63,383 +306%
ACP
514
Aviance Capital Partners
Florida
$4.73M +$449K +8,565 +11%
MCM
515
Mengis Capital Management
Oregon
$4.73M +$549K +10,487 +14%
PP
516
Prudential plc
United Kingdom
$4.64M +$118K +2,259 +3%
CI
517
Conning Inc
Connecticut
$4.63M +$989K +18,885 +30%
BCV
518
Banque Cantonale Vaudoise
Switzerland
$4.61M -$410K -7,837 -9%
ECM
519
ExodusPoint Capital Management
New York
$4.58M -$2.21M -42,229 -34%
MS
520
Marshall & Sullivan
Washington
$4.51M +$162K +3,090 +4%
KIA
521
KCM Investment Advisors
California
$4.5M +$321K +6,136 +8%
ATC
522
Argent Trust Co
Tennessee
$4.5M +$411K +7,854 +11%
H
523
HoyleCohen
California
$4.49M -$351K -6,697 -8%
EGA
524
Eagle Global Advisors
Texas
$4.47M -$135K -2,584 -3%
FNBOO
525
First National Bank of Omaha
Nebraska
$4.47M +$4.13M +78,874 New
19 20
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