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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
726
Harfst & Associates
Wyoming
$528K +$186K +4,257 +48%
PA
727
Pinnacle Associates
New York
$525K +$168K +3,865 +42%
OPCM
728
Osborne Partners Capital Management
California
$518K – – –
AFG
729
Albion Financial Group
Utah
$515K – – –
BAM
730
Barrett Asset Management
New York
$510K -$4.36K -100 -0.8%
BCM
731
Brasada Capital Management
Texas
$510K +$63.1K +1,448 +13%
HAG
732
HighPoint Advisor Group
Illinois
$509K +$14K +321 +3%
BP
733
Ballentine Partners
Massachusetts
$509K +$56K +1,284 +11%
RWA
734
River Wealth Advisors
Pennsylvania
$506K -$105K -2,398 -16%
EWM
735
Elmwood Wealth Management
California
$503K -$102K -2,349 -16%
HF
736
HRT Financial
New York
$502K +$545K +12,502 New
CICI
737
Capital Investment Counsel Inc
North Carolina
$499K +$65.5K +1,503 +14%
LOAME
738
Lombard Odier Asset Management (Europe)
United Kingdom
$493K – – –
TW
739
Transform Wealth
Colorado
$486K -$25K -573 -5%
NGA
740
Naples Global Advisors
Florida
$481K +$521K +11,960 New
CG
741
Cutler Group
California
$478K +$519K +11,913 New
GT
742
Greenleaf Trust
Michigan
$477K +$28.4K +651 +6%
CA
743
Clearstead Advisors
Ohio
$472K -$2.18K -50 -0.4%
AIM
744
Aspen Investment Management
Michigan
$470K – – –
HWA
745
HCR Wealth Advisors
California
$468K +$186K +4,277 +58%
LWAC
746
Laurel Wealth Advisors (California)
California
$467K +$85.9K +1,970 +20%
LA
747
LVW Advisors
New York
$466K -$22.8K -523 -4%
DIA
748
Davidson Investment Advisors
Montana
$463K – – –
LCM
749
Logan Capital Management
Pennsylvania
$458K -$27.8K -637 -5%
LB
750
Legacy Bridge
Iowa
$453K – – –
28 29
30
31 32