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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
676
Optimal Asset Management
California
$546K +$126K +2,999 +23%
DAS
677
Dynamic Advisor Solutions
Arizona
$544K +$129K +3,065 +23%
VAS
678
Vestmark Advisory Solutions
Massachusetts
$538K -$143K -3,403 -18%
SWM
679
SVA Wealth Management
Wisconsin
$534K -$3.8M -90,587 -85%
PA
680
Pinnacle Associates
New York
$534K -$62.6K -1,491 -9%
WA
681
Wealth Alliance
New York
$534K +$169K +4,034 +34%
HA
682
Harfst & Associates
Wyoming
$527K +$59K +1,407 +10%
BBHC
683
Brown Brothers Harriman & Co
New York
$525K -$471K -11,217 -42%
BP
684
BBR Partners
New York
$524K +$6.55K +156 +1%
ATWA
685
Arbor Trust Wealth Advisors
Michigan
$516K -$79.9K -1,903 -11%
TW
686
Transform Wealth
Colorado
$514K +$57.9K +1,379 +10%
BCM
687
Bowie Capital Management
Texas
$508K -$11.9M -282,900 -95%
MYIA
688
Mount Yale Investment Advisors
Colorado
$507K -$7.09K -169 -1%
KJHP
689
K.J. Harrison & Partners
Ontario, Canada
$504K +$629K +15,000 New
KJWM
690
Kiley Juergens Wealth Management
Washington
$502K +$17.1K +408 +3%
RTS
691
Round Table Services
New Jersey
$500K +$625K +14,882 New
JG
692
Jefferies Group
New York
$497K -$6.1M -145,314 -91%
AIM
693
Aurora Investment Managers
Florida
$491K -$653K -15,562 -52%
UCI
694
Uncommon Cents Investing
Wisconsin
$491K – – –
HCA
695
Hyperion Capital Advisors
New York
$484K – – –
RG
696
Rathbones Group
United Kingdom
$483K -$3.15K -75 -0.5%
CBT
697
Central Bank & Trust
Kentucky
$481K -$3.36K -80 -0.6%
GBT
698
Grove Bank & Trust
Florida
$480K -$80.2K -1,911 -12%
WANY
699
Wealthspire Advisors (New York)
New York
$479K +$598K +14,259 New
SAM
700
Summit Asset Management
Tennessee
$476K +$13.6K +323 +2%
26 27
28
29 30