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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
626
Tandem Capital Management
New Jersey
$3.67M +$1.05K +14 +0%
JC
627
JB Capital
Connecticut
$3.66M +$97.5K +1,303 +3%
B
628
Bailard
California
$3.66M +$17.2K +230 +0.5%
EF
629
Empirical Finance
Pennsylvania
$3.65M -$42.7K -571 -1%
EF
630
Empowered Funds
Pennsylvania
$3.63M +$1.96M +26,231 +115%
SAA
631
Southeast Asset Advisors
Georgia
$3.63M -$648K -8,666 -15%
MOS
632
MGO One Seven
Ohio
$3.62M -$5.09K -68 -0.1%
SCM
633
SOL Capital Management
Maryland
$3.62M -$463K -6,185 -11%
BCM
634
Bayesian Capital Management
New York
$3.62M -$3.91M -52,200 -52%
LBWM
635
Left Brain Wealth Management
Illinois
$3.6M -$491K -6,565 -12%
LA
636
LBP AM
France
$3.6M +$3.64M +48,584 New
SA
637
SAM Advisors
California
$3.58M +$14.6K +195 +0.4%
PAM
638
Paradigm Asset Management
New York
$3.58M +$2.48M +33,100 +217%
MW
639
Maia Wealth
Colorado
$3.56M +$333K +4,450 +11%
MCC
640
Malaga Cove Capital
California
$3.53M -$16.5K -220 -0.5%
OIA
641
OneDigital Investment Advisors
Kansas
$3.52M +$497K +6,636 +16%
AC
642
Allstate Corporation
Illinois
$3.51M +$3.55M +47,483 New
NMIMC
643
Northwestern Mutual Investment Management Company
Wisconsin
$3.51M +$8.76K +117 +0.2%
VA
644
Vident Advisory
Georgia
$3.49M +$1.12M +14,987 +47%
PC
645
Permanens Capital
New York
$3.48M – – –
HCPC
646
Hamilton Capital Partners (Canada)
$3.47M +$405K +5,418 +13%
TMAM
647
Tokio Marine Asset Management
Japan
$3.43M +$292K +3,899 +9%
MA
648
Modus Advisors
Minnesota
$3.42M +$74.3K +993 +2%
ECAM
649
East Coast Asset Management
Massachusetts
$3.4M -$340K -4,545 -9%
CWI
650
Conscious Wealth Investments
Florida
$3.39M +$29.4K +393 +0.9%
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