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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
626
Williams Jones Wealth Management
New York
$2.65M +$244K +3,518 +11%
TIM
627
Thompson Investment Management
Wisconsin
$2.55M -$1.25K -18 -0.1%
LW
628
Linscomb Wealth
Texas
$2.54M +$132K +1,896 +6%
CLOS
629
Compagnie Lombard Odier SCmA
Switzerland
$2.52M – – –
CICI
630
Capital Investment Counsel Inc
North Carolina
$2.5M -$332K -4,779 -12%
CTC
631
Central Trust Company
Missouri
$2.5M -$152K -2,187 -6%
MCM
632
MAI Capital Management
Ohio
$2.47M -$415K -5,982 -15%
EF
633
Empirical Finance
Pennsylvania
$2.47M +$422K +6,083 +22%
API
634
Advisor Partners II
California
$2.47M +$2.38M +34,320 New
QOP
635
Quinn Opportunity Partners
Virginia
$2.47M -$292K -4,200 -11%
VI
636
Vestcor Inc
New Brunswick, Canada
$2.46M +$36.2K +521 +2%
MMA
637
Miracle Mile Advisors
California
$2.46M +$4.03K +58 +0.2%
BCM
638
Brookstone Capital Management
Illinois
$2.43M +$2.34M +33,776 New
FMI
639
F/M Investments
District of Columbia
$2.41M +$2.33M +33,565 New
CBT
640
Central Bank & Trust
Kentucky
$2.41M +$437K +6,294 +23%
PWM
641
Perigon Wealth Management
California
$2.39M +$115K +1,658 +5%
IAS
642
Investment Advisory Services
Texas
$2.33M +$11.2K +161 +0.5%
CC
643
Courier Capital
New York
$2.31M -$25.3K -365 -1%
SWP
644
Stratos Wealth Partners
Ohio
$2.3M -$51.9K -748 -2%
WOC
645
West Oak Capital
California
$2.3M +$34K +490 +2%
RSC
646
Red Spruce Capital
Pennsylvania
$2.3M – – –
WANY
647
Wealthspire Advisors (New York)
New York
$2.3M +$39.2K +564 +2%
HA
648
Harfst & Associates
Wyoming
$2.3M +$259K +3,735 +13%
BCWM
649
Bartlett & Co Wealth Management
Ohio
$2.25M -$22.8K -329 -1%
BC
650
Bartlett & Co
Ohio
$2.25M -$22.8K -329 -1%
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