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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
601
Twin Lakes Capital Management
California
$6.18M -$6.87K -82 -0.1%
HVIA
602
Hudson Valley Investment Advisors
New York
$6.15M +$447K +5,341 +9%
TSW
603
Thompson Siegel & Walmsley
Virginia
$6.13M -$314K -3,753 -5%
BCM
604
Bayesian Capital Management
New York
$6.11M +$5.61M +67,000 New
LAI
605
Legal Advantage Investments
California
$6.08M -$104K -1,240 -2%
IRAG
606
Investment Research & Advisory Group
Georgia
$6.03M +$75K +896 +1%
LGF
607
LGT Group Foundation
Liechtenstein
$6.01M +$135K +1,613 +3%
ALMGDA
608
AG2R La Mondiale Gestion d'Actifs
France
$5.87M +$44K +525 +0.8%
SFI
609
Siemens Fonds Invest
Germany
$5.69M +$183K +2,185 +4%
LCC
610
Lincoln Capital Corp
Rhode Island
$5.69M +$34.7K +414 +0.7%
SFA
611
Semmax Financial Advisors
North Carolina
$5.69M -$242K -2,888 -5%
SF
612
Synovus Financial
Georgia
$5.68M -$12K -143 -0.2%
OLA
613
Oliver Luxxe Assets
New Jersey
$5.65M +$130K +1,552 +3%
LC
614
Lincoln Capital
Nebraska
$5.62M -$7.7K -92 -0.1%
PC
615
Permanens Capital
New York
$5.6M +$570K +6,813 +12%
HCPC
616
Hamilton Capital Partners (Canada)
$5.56M +$507K +6,054 +11%
AIM
617
Aigen Investment Management
New York
$5.55M +$2.47M +29,470 +94%
SHA
618
Seneca House Advisors
Virginia
$5.53M -$841K -10,038 -14%
WAC
619
William Allan Corp
Colorado
$5.48M +$495K +5,910 +11%
CCM
620
Condor Capital Management
New Jersey
$5.45M -$126K -1,502 -2%
PCTC
621
Perkins Coie Trust Company
Washington
$5.41M -$782K -9,340 -14%
HWAM
622
Hennion & Walsh Asset Management
New Jersey
$5.39M +$88.1K +1,052 +2%
DIM
623
DLK Investment Management
California
$5.38M -$16.9K -202 -0.3%
VFA
624
Voya Financial Advisors
Connecticut
$5.33M +$185K +2,204 +4%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$5.28M +$4.85M +57,903 New
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