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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
551
Destination Wealth Management
California
$1.37M -$60.3K -1,495 -4%
SPIA
552
Steward Partners Investment Advisory
New York
$1.37M +$46.4K +1,150 +4%
FA
553
Faithward Advisors
Pennsylvania
$1.36M +$1.31M +32,430 New
HPC
554
HM Payson & Co
Maine
$1.35M -$197K -4,871 -13%
WAM
555
Wealthspire Advisors (Maryland)
Maryland
$1.35M -$172K -4,274 -12%
GAM
556
Gemmer Asset Management
California
$1.35M +$1.33K +33 +0.1%
BCM
557
Birmingham Capital Management
Alabama
$1.34M – – –
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$1.33M -$6.13K -152 -0.5%
PWW
559
Pettyjohn Wood & White
Virginia
$1.31M +$28.3K +700 +2%
GH
560
GAM Holding
Switzerland
$1.3M +$1.26M +31,200 New
AT
561
Arden Trust
Delaware
$1.29M -$26.8K -665 -2%
SS
562
Sunbelt Securities
Texas
$1.29M +$1.25M +30,925 New
LHC
563
Little House Capital
Massachusetts
$1.29M -$26K -643 -2%
NSIM
564
North Star Investment Management
Illinois
$1.29M +$40.6K +1,005 +3%
CC
565
Cadinha & Co
Hawaii
$1.27M -$4.81M -119,075 -80%
LCM
566
Leisure Capital Management
California
$1.26M -$41.7K -1,033 -3%
VCM
567
Voleon Capital Management
California
$1.25M +$1.21M +30,000 New
LCM
568
Liberty Capital Management
Michigan
$1.25M -$74.7K -1,850 -6%
GAMC
569
Garner Asset Management Corp
Texas
$1.25M -$6.05K -150 -0.5%
KA
570
Kintegral Advisory
New York
$1.24M – – –
WCM
571
Wunderlich Capital Managemnt
Tennessee
$1.23M +$20.3K +503 +2%
BCM
572
Brown Capital Management
Maryland
$1.21M +$20.5K +507 +2%
KAS
573
Kemnay Advisory Services
New York
$1.21M +$1.16M +28,848 New
JIC
574
Johnson Investment Counsel
Ohio
$1.2M -$2.46K -61 -0.2%
TIM
575
Thompson Investment Management
Wisconsin
$1.2M – – –
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