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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
726
JNBA Financial Advisors
Minnesota
$1.19M -$20.9K -296 -2%
CI
727
Conning Inc
Connecticut
$1.19M -$979K -13,831 -46%
DIS
728
Diversified Investment Strategies
Louisiana
$1.18M +$71 +1 +0%
PWW
729
Pettyjohn Wood & White
Virginia
$1.18M -$8.85K -125 -0.8%
PCM
730
Penserra Capital Management
California
$1.18M -$112K -1,582 -9%
CAN
731
Cetera Advisor Networks
California
$1.18M +$674K +9,529 +143%
SRC
732
Sage Rhino Capital
California
$1.15M +$59.6K +842 +6%
PFA
733
Professional Financial Advisors
Nebraska
$1.14M -$4.6K -65 -0.4%
EF
734
Empirical Finance
Pennsylvania
$1.14M +$201K +2,838 +22%
PWA
735
Providence Wealth Advisors
Illinois
$1.13M -$4.95K -70 -0.4%
UFF
736
USA Financial Formulas
Michigan
$1.13M +$1.1M +15,550 New
MIM
737
Moseley Investment Management
Florida
$1.13M -$106K -1,500 -9%
FIM
738
Fruth Investment Management
Texas
$1.13M – – –
XT
739
XTX Topco
Cayman Islands
$1.13M +$1.09M +15,459 New
CFB
740
Cullen/Frost Bankers
Texas
$1.11M -$156K -2,198 -13%
FA
741
Faithward Advisors
Pennsylvania
$1.11M -$2.55K -36 -0.2%
FFS
742
Founders Financial Securities
Maryland
$1.11M +$797K +11,264 +284%
AWM
743
Avior Wealth Management
Nebraska
$1.1M +$226K +3,200 +27%
PA
744
Parallel Advisors
California
$1.1M +$605K +8,549 +131%
BOH
745
Bank of Hawaii
Hawaii
$1.1M -$120K -1,699 -10%
LWAM
746
Legacy Wealth Asset Management
Minnesota
$1.1M -$132K -1,866 -11%
CT
747
Caldwell Trust
Florida
$1.09M -$196K -2,775 -16%
RA
748
Royce & Associates
New York
$1.07M – – –
ESB
749
Essex Savings Bank
Connecticut
$1.07M +$4.25K +60 +0.4%
UONDDL
750
University of Notre Dame du Lac
Indiana
$1.07M -$14.5M -204,210 -93%
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