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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
626
Garner Asset Management Corp
Texas
$1.93M +$1.77K +25 +0.1%
FFG
627
Frisch Financial Group
New York
$1.92M +$13.9K +196 +0.7%
DCM
628
Dupont Capital Management
Delaware
$1.92M +$47.8K +676 +3%
FHB
629
First Hawaiian Bank
Hawaii
$1.91M -$99.1K -1,401 -5%
AWM
630
Altium Wealth Management
New York
$1.91M +$623K +8,810 +51%
CAMG
631
CWA Asset Management Group
Florida
$1.87M -$1.13K -16 -0.1%
SIAG
632
Signet Investment Advisory Group
Rhode Island
$1.86M +$407K +5,749 +29%
BPCA
633
Bank Pictet & Cie (Asia)
Singapore
$1.84M +$24.1K +340 +1%
MCM
634
MAI Capital Management
Ohio
$1.83M -$43K -608 -2%
BCM
635
Bayesian Capital Management
New York
$1.82M +$1.77M +25,023 New
IR
636
IAT Reinsurance
New York
$1.82M – – –
NSEDCP
637
NJ State Employees Deferred Compensation Plan
New Jersey
$1.82M – – –
PMAS
638
PNC Managed Account Solutions
Texas
$1.82M +$1.77M +24,984 New
NGA
639
Naples Global Advisors
Florida
$1.81M +$51.3K +725 +3%
CTA
640
Colonial Trust Advisors
South Carolina
$1.8M -$23.6K -334 -1%
AL
641
Aspiriant LLC
California
$1.79M +$24.9K +352 +1%
LCC
642
Lincoln Capital Corp
Rhode Island
$1.79M +$236K +3,341 +16%
RBA
643
Richard Bernstein Advisors
New York
$1.78M +$894K +12,627 +107%
RC
644
RegentAtlantic Capital
New Jersey
$1.77M +$363K +5,135 +27%
BCM
645
Birmingham Capital Management
Alabama
$1.77M -$138K -1,950 -7%
BCM
646
Brasada Capital Management
Texas
$1.77M +$144K +2,030 +9%
1SB
647
1ST Source Bank
Indiana
$1.76M -$28.3K -400 -2%
VI
648
Vestcor Inc
New Brunswick, Canada
$1.76M -$260K -3,679 -13%
RJT
649
Raymond James Trust
Florida
$1.74M -$11.1K -157 -0.7%
PFO
650
Pathstone Family Office
New Jersey
$1.74M +$1.47M +20,722 +656%
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