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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
676
Wealthspire Advisors (New York)
New York
$5.23M -$2.53M -26,680 -34%
EPW
677
Evolve Private Wealth
California
$5.21M +$4.95M +52,153 New
CPCM
678
Cardinal Point Capital Management
Ontario, Canada
$5.2M +$4.94M +52,034 New
PFS
679
Prospera Financial Services
Texas
$5.17M -$189K -1,987 -4%
FNA
680
First National Advisers
Nebraska
$5.12M +$4.15M +43,793 +591%
GT
681
Greenleaf Trust
Michigan
$5.11M -$35.6K -375 -0.7%
FIM
682
FWL Investment Management
Texas
$5.1M +$726K +7,651 +18%
ATIA
683
American Trust Investment Advisors
New Hampshire
$5.09M +$92.2K +972 +2%
AF
684
Allworth Financial
California
$5.07M -$95.9K -1,011 -2%
RCM
685
RNC Capital Management
California
$5.07M -$43.1K -454 -0.9%
PIWA
686
Prevail Innovative Wealth Advisors
Kansas
$5.06M +$265K +2,793 +6%
CT
687
Colonial Trust
South Carolina
$5.05M -$155K -1,632 -3%
IA
688
IFP Advisors
Florida
$5.04M +$2.83M +29,785 +144%
MCM
689
Maltese Capital Management
New York
$5M -$1.19M -12,500 -20%
BCM
690
Brookstone Capital Management
Illinois
$4.94M +$168K +1,767 +4%
HZ
691
Hixon Zuercher
Ohio
$4.94M +$33.4K +352 +0.7%
DWP
692
Daymark Wealth Partners
Ohio
$4.93M -$9.11K -96 -0.2%
TCM
693
Tandem Capital Management
New Jersey
$4.92M -$5.41K -57 -0.1%
EF
694
Empirical Finance
Pennsylvania
$4.91M -$197K -2,081 -4%
SAA
695
Southeast Asset Advisors
Georgia
$4.89M -$18.7K -197 -0.4%
TWC
696
TD Waterhouse Canada
Ontario, Canada
$4.87M +$3.98M +41,956 +622%
SCM
697
SOL Capital Management
Maryland
$4.86M -$66.4K -700 -1%
LOAMS
698
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.85M -$806K -8,500 -15%
LIA
699
LS Investment Advisors
Michigan
$4.84M +$50K +527 +1%
HPCM
700
Hunter Perkins Capital Management
Illinois
$4.8M -$7.97K -84 -0.2%
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