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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
726
Hudson Valley Investment Advisors
New York
$449K -$16.1K -300 -3%
TWA
727
TCI Wealth Advisors
Arizona
$448K -$45.1K -841 -9%
NIT
728
NumerixS Investment Technologies
British Columbia, Canada
$448K +$42.9K +800 +10%
GIA
729
Granite Investment Advisors
New Hampshire
$443K +$33.4K +624 +8%
MCP
730
Mirador Capital Partners
California
$442K -$1.82K -34 -0.4%
RA
731
Royce & Associates
New York
$439K -$456K -8,500 -50%
BCWM
732
Blue Chip Wealth Management
Florida
$430K +$441K +8,234 New
HK
733
Horizon Kinetics
New York
$423K -$35K -653 -7%
TA
734
Tiedemann Advisors
New York
$422K +$153K +2,860 +55%
PP
735
PagnatoKarp Partners
Virginia
$420K +$432K +8,052 New
ABC
736
Associated Banc-Corp
Wisconsin
$420K -$31.8K -594 -7%
RCAG
737
Rehmann Capital Advisory Group
Michigan
$419K +$7.5K +140 +2%
GLA
738
Good Life Advisors
Pennsylvania
$417K +$23.6K +440 +6%
KWM
739
Kingsview Wealth Management
Oregon
$415K +$27K +504 +7%
NL
740
NVWM LLC
Pennsylvania
$412K +$18.4K +344 +4%
UBG
741
United Bank (Georgia)
Georgia
$410K -$222K -4,150 -35%
WPW
742
Waldron Private Wealth
Pennsylvania
$408K – – –
PAG
743
Pinnacle Advisory Group
Maryland
$406K -$1.13K -21 -0.3%
OC
744
Oppenheimer & Co
New York
$404K -$391K -7,298 -49%
IBOK
745
Independence Bank of Kentucky
Kentucky
$403K -$9.11K -170 -2%
FB
746
Fulton Bank
Pennsylvania
$403K +$139K +2,599 +51%
LSAG
747
Lake Street Advisors Group
New Hampshire
$399K -$58.5K -1,092 -13%
BCM
748
BTR Capital Management
California
$397K +$62.9K +1,174 +18%
BFA
749
Bragg Financial Advisors
North Carolina
$396K -$29.1K -543 -7%
FA
750
Fortis Advisors
Pennsylvania
$396K – – –
28 29
30
31 32