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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
651
Corient Capital Partners
California
$1.62M +$91.9K +1,287 +6%
HBT
652
Heartland Bank & Trust
Illinois
$1.62M +$171K +2,399 +12%
HA
653
Harfst & Associates
Wyoming
$1.61M +$5.57K +78 +0.4%
CBT
654
Central Bank & Trust
Kentucky
$1.61M +$218K +3,051 +16%
LBA
655
Letko, Brosseau & Associates
Quebec, Canada
$1.59M – – –
GJIC
656
Gamble Jones Investment Counsel
California
$1.59M +$71 +1 +0%
BPA
657
Beacon Pointe Advisors
California
$1.59M -$1.6M -22,418 -51%
WTC
658
WhitTier Trust Company
Nevada
$1.59M -$135K -1,896 -8%
FMLI
659
Fukoku Mutual Life Insurance
Japan
$1.56M +$1.03M +14,490 +208%
FTDI
660
First Trust Direct Indexing
Massachusetts
$1.56M +$131K +1,835 +9%
VI
661
Vestcor Inc
New Brunswick, Canada
$1.55M -$207K -2,895 -12%
LCM
662
Leisure Capital Management
California
$1.55M -$4.36K -61 -0.3%
MBT
663
Montecito Bank & Trust
California
$1.54M +$1.51M +21,114 New
BSW
664
Buckingham Strategic Wealth
Missouri
$1.54M +$24.6K +344 +2%
CTC
665
Central Trust Company
Missouri
$1.53M +$5.29K +74 +0.4%
PA
666
Profund Advisors
Maryland
$1.52M -$74.3K -1,041 -5%
SIAG
667
Signet Investment Advisory Group
Rhode Island
$1.52M -$333K -4,663 -18%
ANRIA
668
American National Registered Investment Advisor
Texas
$1.51M -$4.21K -59 -0.3%
JSL
669
JT Stratford LLC
Georgia
$1.51M +$131K +1,841 +10%
BPM
670
Bowling Portfolio Management
Ohio
$1.49M -$1.21K -17 -0.1%
HPC
671
HM Payson & Co
Maine
$1.49M -$13.9K -194 -0.9%
AWP
672
Accretive Wealth Partners
New Jersey
$1.49M +$37.9K +531 +3%
SWM
673
Spire Wealth Management
Virginia
$1.49M -$57K -798 -4%
NFG
674
Next Financial Group
Texas
$1.48M -$129K -1,812 -8%
AIP
675
Ameritas Investment Partners
Nebraska
$1.47M -$19.5K -273 -1%
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