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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
576
Marco Investment Management
Georgia
$7.21M – – –
NGA
577
Naples Global Advisors
Florida
$7.1M +$514K +5,243 +7%
EH
578
Equitable Holdings
New York
$7.07M +$653K +6,657 +10%
GHAM
579
Gilman Hill Asset Management
Connecticut
$6.99M -$147K -1,495 -2%
MFG
580
Merit Financial Group
Georgia
$6.89M +$409K +4,172 +6%
DILIC
581
Dai-ichi Life Insurance Company
Japan
$6.87M -$316K -3,225 -4%
KBFS
582
Kohmann Bosshard Financial Services
Ohio
$6.84M +$171K +1,746 +2%
KCPG
583
Kavar Capital Partners Group
Kansas
$6.81M +$117K +1,189 +2%
BCAM
584
Boston Common Asset Management
Massachusetts
$6.79M -$74.6K -761 -1%
MGP
585
Metis Global Partners
California
$6.75M -$805K -8,204 -10%
WIS
586
Wright Investors Service
Connecticut
$6.75M +$1.05M +10,709 +18%
SWM
587
Salvus Wealth Management
New Jersey
$6.74M -$133K -1,360 -2%
FFA
588
Farther Finance Advisors
California
$6.74M +$937K +9,553 +15%
CCG
589
Cloverfields Capital Group
Minnesota
$6.68M -$324K -3,300 -4%
BCM
590
Birch Capital Management
Texas
$6.64M +$87.5K +892 +1%
CPBTD
591
Central Pacific Bank - Trust Division
Hawaii
$6.6M -$35.9K -366 -0.5%
ARG
592
Advisory Resource Group
Oklahoma
$6.58M +$6.86M +69,997 New
CBB
593
Citizens Business Bank
California
$6.57M -$115K -1,171 -2%
AP
594
Americana Partners
Texas
$6.54M -$4.47M -45,537 -40%
MAM
595
Mark Asset Management
New York
$6.53M -$623K -6,349 -8%
BPWM
596
Badgley Phelps Wealth Managers
Washington
$6.49M -$6.82M -69,569 -50%
SP
597
SIH Partners
Delaware
$6.47M +$6.75M +68,857 New
MSE
598
MUFG Securities EMEA
United Kingdom
$6.44M – – –
EMPI
599
Elo Mutual Pension Insurance
Finland
$6.41M -$50.2K -512 -0.7%
AWA
600
Arkadios Wealth Advisors
Georgia
$6.4M -$6.87K -70 -0.1%
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