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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Salvus Wealth Management
New Jersey
$5.46M -$28.9K -439 -0.6%
BCM
527
Bayesian Capital Management
New York
$5.43M +$3.66M +55,600 +287%
NMERB
528
New Mexico Educational Retirement Board
New Mexico
$5.42M -$151K -2,300 -3%
MA
529
Mezzasalma Advisors
New Jersey
$5.42M +$452K +6,865 +10%
PC
530
Permanens Capital
New York
$5.42M -$1.63M -24,816 -25%
WWA
531
WCG Wealth Advisors
Nevada
$5.41M -$1.59M -24,148 -24%
BCM
532
Birch Capital Management
Texas
$5.39M +$216K +3,278 +5%
LIP
533
Lighthouse Investment Partners
Florida
$5.39M -$3.21M -48,713 -40%
WCA
534
Westover Capital Advisors
Delaware
$5.36M -$796K -12,093 -14%
QCM
535
Quantinno Capital Management
New York
$5.34M +$2.86M +43,373 +142%
PCTC
536
Perkins Coie Trust Company
Washington
$5.34M +$50.8K +772 +1%
MYAM
537
Meiji Yasuda Asset Management
Japan
$5.24M +$98.2K +1,491 +2%
VNA
538
Valley National Advisers
Pennsylvania
$5.23M +$80.4K +1,221 +2%
MGP
539
Metis Global Partners
California
$5.23M +$24.8K +377 +0.5%
AG
540
Ascent Group
Virginia
$5.19M +$330K +5,012 +8%
ACG
541
Allen Capital Group
Nebraska
$5.13M -$236K -3,581 -5%
CB
542
Commerce Bank
Missouri
$5.12M -$3.54M -53,819 -43%
KCPG
543
Kavar Capital Partners Group
Kansas
$5.1M +$477K +7,247 +11%
PTCG
544
Pring Turner Capital Group
California
$5.09M -$1.12K -17 -0%
CP
545
CenterBook Partners
Connecticut
$5.04M +$2.47M +37,536 +117%
DS
546
DRW Securities
Illinois
$5M +$3.46M +52,513 +315%
BHPW
547
Beverly Hills Private Wealth
California
$5M +$76.9K +1,168 +2%
SC
548
Scotia Capital
Ontario, Canada
$4.99M -$124K -1,887 -3%
GP
549
Girard Partners
Pennsylvania
$4.86M +$4.42M +67,135 New
HV
550
HST Ventures
Utah
$4.82M -$5.14M -78,003 -54%
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