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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
726
Forte Capital
New York
$438K -$30.5K -650 -7%
B
727
Bailard
California
$437K +$400K +8,515 New
BTW
728
Boston Trust Walden
Massachusetts
$433K – – –
BCM
729
Bluefin Capital Management
New York
$422K +$386K +8,216 New
BAM
730
Belpointe Asset Management
Nevada
$418K -$16.8K -357 -4%
HIM
731
Hermes Investment Management
United Kingdom
$418K – – –
BFA
732
Bragg Financial Advisors
North Carolina
$418K +$11.4K +243 +3%
PA
733
Parallel Advisors
California
$416K +$73.8K +1,571 +24%
AWCI
734
Alpine Woods Capital Investors
New York
$411K – – –
NIT
735
NumerixS Investment Technologies
British Columbia, Canada
$411K +$230K +4,900 +158%
MCP
736
Mirador Capital Partners
California
$410K +$375K +7,978 New
PSF
737
Pacific Sun Financial
California
$410K +$375K +7,978 New
GLA
738
Good Life Advisors
Pennsylvania
$409K +$88.6K +1,885 +32%
RCAG
739
Rehmann Capital Advisory Group
Michigan
$405K +$20.1K +427 +6%
IBOK
740
Independence Bank of Kentucky
Kentucky
$405K +$371K +7,890 New
GIA
741
Granite Investment Advisors
New Hampshire
$403K +$369K +7,851 New
NL
742
NVWM LLC
Pennsylvania
$402K +$368K +7,833 New
PAG
743
Pinnacle Advisory Group
Maryland
$401K +$2.25K +48 +0.6%
WPW
744
Waldron Private Wealth
Pennsylvania
$401K +$20.9K +445 +6%
FA
745
Fortis Advisors
Pennsylvania
$389K – – –
KWM
746
Kingsview Wealth Management
Oregon
$382K +$1.31K +28 +0.4%
VFA
747
Voya Financial Advisors
Connecticut
$381K +$34.9K +742 +11%
CA
748
Capital Advantage
California
$374K -$55.2K -1,176 -14%
IA
749
IFP Advisors
Florida
$374K -$20K -426 -6%
WB
750
WesBanco Bank
West Virginia
$372K -$14.3K -305 -4%
28 29
30
31 32