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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
701
Lee, Danner & Bass
Tennessee
$4.07M +$2.67M +29,255 +197%
MMA
702
Miracle Mile Advisors
California
$4.06M -$22K -241 -0.5%
KPWS
703
Kestra Private Wealth Services
Texas
$4.04M +$174K +1,906 +5%
KRSITF
704
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.04M -$106K -1,162 -3%
BBHC
705
Brown Brothers Harriman & Co
New York
$4.02M +$728K +7,986 +22%
ECAM
706
East Coast Asset Management
Massachusetts
$4.01M -$56.4K -618 -1%
SM
707
Sciencast Management
New Jersey
$4.01M +$3.96M +43,468 New
FAMI
708
Fideuram Asset Management (Ireland)
$3.97M +$4.02M +44,132 +4,339%
TPCW
709
TD Private Client Wealth
New York
$3.97M +$1.37K +15 +0%
EBWM
710
Eagle Bluffs Wealth Management
Missouri
$3.96M +$37.5K +411 +1%
LIA
711
LS Investment Advisors
Michigan
$3.95M -$143K -1,565 -4%
SWM
712
Sculati Wealth Management
Michigan
$3.95M -$3.83K -42 -0.1%
GAM
713
Gotham Asset Management
New York
$3.94M -$159K -1,740 -4%
AWM
714
AE Wealth Management
Kansas
$3.94M -$475K -5,209 -11%
AWA
715
Arkadios Wealth Advisors
Georgia
$3.93M -$2.33M -25,550 -38%
FLII
716
First Long Island Investors
New York
$3.91M +$3.33M +36,476 +613%
EMB
717
Elefante Mark B
$3.9M +$855K +9,375 +29%
ATPW
718
Ashton Thomas Private Wealth
Arizona
$3.89M -$779K -8,540 -17%
BFA
719
Buttonwood Financial Advisors
Maryland
$3.88M -$2.1K -23 -0.1%
LGF
720
LGT Group Foundation
Liechtenstein
$3.87M +$257K +2,819 +7%
QCG
721
Quadrant Capital Group
Ohio
$3.87M +$2.37K +26 +0.1%
DWM
722
Destination Wealth Management
California
$3.87M -$259K -2,839 -6%
DWM
723
Diversify Wealth Management
Utah
$3.87M +$323K +3,546 +11%
DAS
724
Diversify Advisory Services
Utah
$3.87M +$3.38M +37,110 New
GIM
725
Goelzer Investment Management
Indiana
$3.85M -$53.1K -582 -1%
27 28
29
30 31