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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
726
Brasada Capital Management
Texas
$503K -$400K -7,835 -43%
PCIA
727
Prime Capital Investment Advisors
Kansas
$503K +$52K +1,018 +11%
IA
728
IFG Advisory
Georgia
$495K -$153 -3 -0%
WG
729
Winton Group
United Kingdom
$493K +$59.2K +1,159 +13%
PCM
730
Penserra Capital Management
California
$491K -$1.73M -33,890 -77%
NA
731
Nottingham Advisors
New York
$487K -$119K -2,329 -19%
NIM
732
NuWave Investment Management
New Jersey
$487K -$61.6K -1,206 -11%
GFP
733
Gryphon Financial Partners
Ohio
$487K +$471K +9,222 +1,335%
APA
734
American Portfolios Advisors
New York
$486K +$78.4K +1,536 +18%
GCMG
735
Gyroscope Capital Management Group
Florida
$474K +$79K +1,546 +20%
TF
736
Tompkins Financial
New York
$473K – – –
EFS
737
Essex Financial Services
Connecticut
$464K -$201K -3,944 -29%
CIA
738
Capital Investment Advisors
Georgia
$464K +$868 +17 +0.2%
BCM
739
Bluefin Capital Management
New York
$461K +$479K +9,378 New
RJT
740
Raymond James Trust
Florida
$459K +$7.15K +140 +2%
SCM
741
Shelton Capital Management
Colorado
$458K – – –
IIM
742
Ironwood Investment Management
Massachusetts
$453K +$15.6K +305 +3%
KWM
743
Kingsview Wealth Management
Oregon
$450K +$57K +1,116 +14%
OC
744
Oppenheimer & Co
New York
$448K +$47.9K +938 +11%
BAM
745
Belpointe Asset Management
Nevada
$448K +$115K +2,260 +33%
NEAM
746
New England Asset Management
Connecticut
$444K – – –
CCG
747
Ceeto Capital Group
Florida
$442K – – –
BFA
748
Bragg Financial Advisors
North Carolina
$442K +$3.42K +67 +0.8%
LWAC
749
Laurel Wealth Advisors (California)
California
$439K -$1.89K -37 -0.4%
S
750
SignatureFD
Georgia
$438K +$2.5K +49 +0.6%
28 29
30
31 32