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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
651
United Services Automobile Association
Texas
$3.19M – – –
WSFS
652
Wilmington Savings Fund Society
Delaware
$3.19M +$2.91M +44,114 New
CWI
653
Conscious Wealth Investments
Florida
$3.19M +$159K +2,417 +6%
PA
654
Parallel Advisors
California
$3.19M -$504K -7,658 -15%
MCB
655
Morton Community Bank
Illinois
$3.18M +$58.3K +885 +2%
CT
656
Coastline Trust
Rhode Island
$3.18M +$93.6K +1,421 +3%
TW
657
Trajan Wealth
Arizona
$3.18M +$2.89M +43,900 New
IMRF
658
Illinois Municipal Retirement Fund
Illinois
$3.17M – – –
BFA
659
Buttonwood Financial Advisors
Maryland
$3.17M +$485K +7,357 +20%
CCG
660
Chatham Capital Group
Georgia
$3.15M -$12.2K -185 -0.4%
DWM
661
Dakota Wealth Management
Florida
$3.14M +$1.51M +22,870 +111%
HCM
662
Hodges Capital Management
Texas
$3.11M -$1.37M -20,788 -33%
SWM
663
Sculati Wealth Management
Michigan
$3.11M +$1.12K +17 +0%
HCA
664
Horan Capital Advisors
Ohio
$3.1M -$16.7K -254 -0.6%
PHIC
665
Pine Haven Investment Counsel
Massachusetts
$3.08M -$3.29K -50 -0.1%
CWM
666
Compass Wealth Management
Connecticut
$3.06M -$112K -1,702 -4%
WB
667
Webster Bank
Connecticut
$3.05M -$37.1K -563 -1%
SA
668
SpiderRock Advisors
Delaware
$3.04M +$2.97M +45,143 New
MA
669
Modus Advisors
Minnesota
$3.04M +$84.1K +1,277 +3%
RCM
670
Radnor Capital Management
Pennsylvania
$3.04M +$97.1K +1,475 +4%
SFI
671
Siemens Fonds Invest
Germany
$3.04M -$57.6K -874 -2%
VIM
672
Vinva Investment Management
Australia
$3.03M -$575K -8,732 -17%
CWMU
673
Caliber Wealth Management (Utah)
Utah
$3.03M +$24.8K +377 +0.9%
CBT
674
Central Bank & Trust
Kentucky
$3.01M -$261K -3,964 -9%
RSC
675
Red Spruce Capital
Pennsylvania
$2.97M -$48.9K -742 -2%
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