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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ERSOT
701
Employees Retirement System of Texas
Texas
$2.75M – – –
GC
702
GFG Capital
Florida
$2.73M -$76K -1,029 -3%
NCM
703
Nelson Capital Management
California
$2.72M -$56.1K -759 -2%
WCM
704
Wunderlich Capital Managemnt
Tennessee
$2.69M +$12K +162 +0.4%
SIM
705
Stratos Investment Management
Ohio
$2.68M +$2.68M +36,317 New
MAA
706
Mraz Amerine & Associates
California
$2.66M -$108K -1,465 -4%
OLA
707
Oliver Luxxe Assets
New Jersey
$2.66M -$7.09K -96 -0.3%
QCM
708
QRG Capital Management
Illinois
$2.63M -$4.51M -61,044 -63%
CICI
709
Capital Investment Counsel Inc
North Carolina
$2.61M – – –
MW
710
Maia Wealth
Colorado
$2.56M +$2.52M +34,124 New
HG
711
Herbst Group
Connecticut
$2.56M -$100K -1,360 -4%
MYLI
712
Meiji Yasuda Life Insurance
Japan
$2.55M -$36.5K -494 -1%
HWAM
713
Hennion & Walsh Asset Management
New Jersey
$2.52M +$286K +3,873 +13%
KA
714
Kintegral Advisory
New York
$2.5M +$2.51M +33,930 New
GT
715
Greenleaf Trust
Michigan
$2.5M +$41.6K +563 +2%
NSEDCP
716
NJ State Employees Deferred Compensation Plan
New Jersey
$2.49M – – –
IA
717
IFG Advisory
Georgia
$2.48M -$9.97K -135 -0.4%
IMCOOI
718
Investment Management Corp of Ontario (IMCO)
Canada
$2.48M +$687K +9,300 +38%
AA
719
Ancora Advisors
Ohio
$2.47M -$554K -7,499 -18%
BFS
720
Bard Financial Services
Connecticut
$2.45M – – –
HAG
721
HighPoint Advisor Group
Illinois
$2.44M -$414K -5,608 -13%
HWM
722
HB Wealth Management
Georgia
$2.44M +$515K +6,968 +27%
SWA
723
Strata Wealth Advisors
Texas
$2.44M -$39.4K -533 -2%
CWM
724
Chemistry Wealth Management
New York
$2.43M +$53.3K +721 +2%
BFG
725
Beacon Financial Group
Texas
$2.43M -$47.4K -642 -2%
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