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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
626
AlTi Global
New York
$5.37M +$22.9K +251 +0.4%
WAC
627
William Allan Corp
Colorado
$5.34M -$42.5K -466 -0.8%
KWM
628
Kingsview Wealth Management
Oregon
$5.33M +$4.66M +51,154 +768%
OIA
629
OneDigital Investment Advisors
Kansas
$5.33M +$883K +9,678 +20%
HWAM
630
Hennion & Walsh Asset Management
New Jersey
$5.3M +$131K +1,441 +3%
LC
631
Lincoln Capital
Nebraska
$5.27M -$95.7K -1,049 -2%
OIMU
632
Osmosis Investment Management UK
United Kingdom
$5.26M -$5.05M -55,347 -49%
DRD
633
Dennis R. Delaney
$5.24M +$610K +6,685 +13%
FAB
634
First American Bank
Illinois
$5.23M +$5.56K +61 +0.1%
PAI
635
Pittenger & Anderson Inc
Nebraska
$5.22M -$281K -3,085 -5%
KFS
636
Kurt F. Somerville
$5.22M +$278K +3,046 +6%
AG
637
Algert Global
California
$5.16M -$25.4K -279 -0.5%
GI
638
GAMMA Investing
California
$5.15M +$866K +9,496 +20%
PIM
639
Provident Investment Management
Michigan
$5.14M -$41.5M -454,793 -89%
MJP
640
Michael J. Puzo
$5.13M +$554K +6,070 +12%
YIH
641
Y-Intercept (HK)
Hong Kong
$5.12M +$3.66M +40,140 +262%
HI
642
Harrington Investments
California
$5.11M -$126K -1,387 -2%
RSC
643
Red Spruce Capital
Pennsylvania
$5.1M +$1.14M +12,484 +29%
BPWM
644
Badgley Phelps Wealth Managers
Washington
$5M -$1.35M -14,817 -21%
EH
645
Equitable Holdings
New York
$4.98M -$1.61M -17,620 -25%
NS
646
NBC Securities
Alabama
$4.98M +$63K +691 +1%
BCM
647
Brookstone Capital Management
Illinois
$4.97M +$201K +2,202 +4%
HVIA
648
Hudson Valley Investment Advisors
New York
$4.97M +$300K +3,285 +6%
HWM
649
HB Wealth Management
Georgia
$4.95M -$973K -10,670 -17%
LS
650
Leelyn Smith
Illinois
$4.93M +$190K +2,086 +4%
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