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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
626
Hermes Investment Management
United Kingdom
$493K – – –
MWM
627
Marietta Wealth Management
Georgia
$492K +$445K +12,461 New
UB
628
UMB Bank
Missouri
$485K – – –
DCM
629
Driehaus Capital Management
Illinois
$483K -$550K -15,382 -56%
CA
630
CapWealth Advisors
Tennessee
$478K +$176K +4,937 +69%
SAM
631
Summit Asset Management
Tennessee
$477K – – –
MSS
632
Mitchell Sinkler & Starr
Pennsylvania
$469K +$27.5K +770 +7%
CC
633
Cornerstone Capital
California
$466K +$10.7K +300 +3%
TAM
634
Tyers Asset Management
Texas
$460K +$417K +11,664 New
NSB
635
Norway Savings Bank
Maine
$456K +$413K +11,550 New
CB
636
Commerce Bank
Missouri
$455K +$21.2K +594 +5%
NFG
637
Next Financial Group
Texas
$453K +$643 +18 +0.2%
HK
638
Horizon Kinetics
New York
$449K -$93K -2,604 -19%
MWM
639
Mission Wealth Management
California
$447K +$38.1K +1,067 +10%
PIM
640
Partner Investment Management
California
$436K +$395K +11,056 New
SGCA
641
Steel Grove Capital Advisors
Tennessee
$427K +$387K +10,826 New
VFA
642
Voya Financial Advisors
Connecticut
$424K +$131K +3,667 +52%
MFW
643
Mosaic Family Wealth
Missouri
$418K +$372K +10,400 +6,624%
SA
644
Strategic Advisors
New York
$417K +$109K +3,064 +41%
SBA
645
Seven Bridges Advisors
New York
$412K -$65.6K -1,836 -15%
AIM
646
Aspen Investment Management
Michigan
$412K – – –
FC
647
Forte Capital
New York
$405K -$87.5K -2,450 -19%
HVIA
648
Hudson Valley Investment Advisors
New York
$405K -$53.6K -1,500 -13%
RCAG
649
Rehmann Capital Advisory Group
Michigan
$403K -$36.2K -1,012 -9%
TW
650
Transform Wealth
Colorado
$403K +$2.25K +63 +0.6%
24 25
26
27 28