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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
676
Southeast Asset Advisors
Georgia
$4.46M +$17K +203 +0.4%
IWA
677
IBEX Wealth Advisors
New Jersey
$4.45M +$4.08M +48,780 New
SCM
678
SOL Capital Management
Maryland
$4.44M -$31K -370 -0.8%
HPCM
679
Hunter Perkins Capital Management
Illinois
$4.4M -$4.19K -50 -0.1%
CWI
680
Conscious Wealth Investments
Florida
$4.38M +$3.85K +46 +0.1%
TCM
681
Twin Capital Management
Pennsylvania
$4.37M -$13.2K -158 -0.3%
AF
682
Alerus Financial
North Dakota
$4.35M +$1.97M +23,504 +97%
JC
683
JB Capital
Connecticut
$4.35M -$60.3K -720 -1%
BDPWM
684
Barnes Dennig Private Wealth Management
Ohio
$4.33M +$55.4K +662 +1%
FFG
685
Fiduciary Financial Group
California
$4.31M -$243K -2,903 -6%
MA
686
Modus Advisors
Minnesota
$4.31M +$32.9K +393 +0.8%
GSWM
687
Greenup Street Wealth Management
Michigan
$4.3M +$12.6K +150 +0.3%
SA
688
SAM Advisors
California
$4.3M +$6.78K +81 +0.2%
MCC
689
Malaga Cove Capital
California
$4.3M -$65.6K -784 -2%
MOS
690
MGO One Seven
Ohio
$4.28M -$355K -4,239 -8%
AAF
691
Andra AP-fonden
Sweden
$4.27M +$3.92M +46,803 New
CFSG
692
Community Financial Services Group
Vermont
$4.25M -$318K -3,797 -8%
TG
693
TCW Group
California
$4.22M +$186K +2,218 +5%
LIA
694
LS Investment Advisors
Michigan
$4.18M +$57.9K +692 +2%
OIA
695
OneDigital Investment Advisors
Kansas
$4.15M -$136K -1,619 -3%
CCG
696
Chatham Capital Group
Georgia
$4.13M +$92.5K +1,105 +3%
KRSITF
697
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.11M -$262K -3,125 -6%
ECAM
698
East Coast Asset Management
Massachusetts
$4.1M +$2.26K +27 +0.1%
MIC
699
Means Investment Company
Maine
$4.09M -$175K -2,084 -4%
AT
700
American Trust
Kentucky
$4.09M +$168K +2,006 +5%
26 27
28
29 30