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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
651
Wilmington Savings Fund Society
Delaware
$3.23M -$20.5K -278 -0.6%
MM
652
Meridian Management
Arkansas
$3.22M -$35.6K -482 -1%
DWM
653
Dakota Wealth Management
Florida
$3.22M +$19.1K +258 +0.6%
SCA
654
Stonebridge Capital Advisors
Minnesota
$3.21M -$324K -4,389 -9%
CT
655
Coastline Trust
Rhode Island
$3.21M -$29.5K -400 -0.9%
B
656
Bailard
California
$3.2M -$2.4M -32,512 -43%
PFGIA
657
Patriot Financial Group Insurance Agency
Massachusetts
$3.19M +$750K +10,157 +31%
BFA
658
Buttonwood Financial Advisors
Maryland
$3.17M -$54.9K -743 -2%
PA
659
Parallel Advisors
California
$3.16M -$83.3K -1,127 -3%
MSK
660
Melissa S. Kampmann
$3.16M +$307K +4,160 +11%
MA
661
Modus Advisors
Minnesota
$3.15M +$53.3K +721 +2%
SWM
662
Sculati Wealth Management
Michigan
$3.14M -$23.3K -315 -0.7%
PHIC
663
Pine Haven Investment Counsel
Massachusetts
$3.14M +$8.42K +114 +0.3%
HCA
664
Horan Capital Advisors
Ohio
$3.14M -$19.2K -260 -0.6%
JC
665
JB Capital
Connecticut
$3.13M +$532K +7,197 +20%
SFI
666
Siemens Fonds Invest
Germany
$3.13M +$36K +488 +1%
USAA
667
United Services Automobile Association
Texas
$3.12M -$137K -1,858 -4%
CBT
668
Central Bank & Trust
Kentucky
$3.09M +$27K +366 +0.9%
CWM
669
Compass Wealth Management
Connecticut
$3.07M -$42.8K -579 -1%
CAL
670
Capital Analysts LLC
Pennsylvania
$3.07M +$218K +2,945 +8%
AWM
671
Apollon Wealth Management
South Carolina
$3.06M -$233K -3,154 -7%
WB
672
Webster Bank
Connecticut
$3.02M -$81.6K -1,105 -3%
GSWM
673
Greenup Street Wealth Management
Michigan
$3.01M -$970K -13,126 -24%
WA
674
Waverly Advisors
Alabama
$3.01M +$1.18M +15,919 +64%
XT
675
XTX Topco
Cayman Islands
$3M +$3.01M +40,713 New
25 26
27
28 29