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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
626
Arkadios Wealth Advisors
Georgia
$5.27M +$61.8K +738 +1%
SWM
627
Spire Wealth Management
Virginia
$5.19M -$6.64M -79,243 -58%
AG
628
Algert Global
California
$5.17M +$339K +4,051 +8%
HI
629
Harrington Investments
California
$5.16M -$42.7K -510 -0.9%
GF
630
Gabelli Funds
New York
$5.15M -$191K -2,279 -4%
B
631
Bailard
California
$5.14M +$709K +8,468 +18%
SH
632
Svenska Handelsbanken
Sweden
$5.13M +$3.68M +43,955 +358%
TMAM
633
Tokio Marine Asset Management
Japan
$5.07M +$289K +3,446 +7%
DWT
634
Dorsey & Whitney Trust
South Dakota
$5.06M -$2.91M -34,724 -38%
GI
635
GS Investments
Minnesota
$5.06M -$53.8K -643 -1%
PAI
636
Pittenger & Anderson Inc
Nebraska
$5.05M +$105K +1,255 +2%
LOAMS
637
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.05M -$15K -179 -0.3%
IVP
638
Intrinsic Value Partners
Arizona
$5.04M +$87.5K +1,045 +2%
IPAM
639
ICICI Prudential Asset Management
India
$5.03M -$2.18M -26,000 -32%
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$5.02M +$567K +6,776 +14%
SAMC
641
Spectrum Asset Management (California)
California
$5M -$965K -11,528 -17%
MFG
642
Merit Financial Group
Georgia
$4.99M +$819K +9,784 +22%
NMIMC
643
Northwestern Mutual Investment Management Company
Wisconsin
$4.97M +$23.9K +286 +0.5%
MA
644
Montag & Associates
Georgia
$4.96M -$130K -1,558 -3%
PD
645
Point72 (DIFC)
United Arab Emirates
$4.95M +$2.67M +31,858 +142%
HTHT
646
Hemenway Trust Hemenway Trust
New Hampshire
$4.95M +$4.2M +50,180 +1,228%
BCM
647
Brookstone Capital Management
Illinois
$4.94M +$4.35K +52 +0.1%
MC
648
Machina Capital
France
$4.86M +$2.54M +30,311 +132%
CAL
649
Capital Analysts LLC
Pennsylvania
$4.86M +$33.2K +396 +0.7%
GT
650
Greenleaf Trust
Michigan
$4.86M -$370K -4,414 -8%
24 25
26
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