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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
676
Vident Investment Advisory
Georgia
$960K +$135K +2,987 +20%
IA
677
IFG Advisory
Georgia
$958K -$3.08K -68 -0.4%
JFGIW
678
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$950K +$747K +16,511 +1,179%
EI
679
Ethic Inc
New York
$942K +$360K +7,955 +81%
RPC
680
Rossmore Private Capital
Connecticut
$940K +$244K +5,385 +44%
BOS
681
Bingham Osborn & Scarborough
California
$936K -$4.34M -95,904 -84%
CG
682
Colony Group
Massachusetts
$933K +$341K +7,540 +75%
NCM
683
Neumann Capital Management
California
$931K -$10.9K -241 -1%
AWP
684
Accretive Wealth Partners
New Jersey
$926K +$790K +17,457 New
CSIC
685
Clifford Swan Investment Counsel
California
$918K – – –
ICM
686
IMS Capital Management
Oregon
$918K – – –
BAM
687
Belpointe Asset Management
Nevada
$913K +$563K +12,437 +260%
MIM
688
Moseley Investment Management
Florida
$904K +$771K +17,035 New
RTS
689
Round Table Services
New Jersey
$903K +$90.1K +1,991 +13%
LWAM
690
Legacy Wealth Asset Management
Minnesota
$901K +$769K +16,988 New
MAM
691
McCarthy Asset Management
California
$896K +$764K +16,886 New
CCP
692
Corient Capital Partners
California
$895K -$229K -5,062 -23%
JFA
693
JNBA Financial Advisors
Minnesota
$886K -$1.35M -29,765 -64%
BOH
694
Bank of Hawaii
Hawaii
$886K +$151K +3,325 +25%
TWA
695
TCI Wealth Advisors
Arizona
$884K +$21.1K +466 +3%
BCAM
696
Boston Common Asset Management
Massachusetts
$880K – – –
FFC
697
First Financial Corp
Indiana
$878K -$32.7K -722 -4%
PWW
698
Pettyjohn Wood & White
Virginia
$873K -$66.8K -1,475 -8%
LCH
699
Lee Capital Holdings
New York
$872K +$744K +16,445 New
AWM
700
Avior Wealth Management
Nebraska
$869K -$245K -5,417 -25%
26 27
28
29 30