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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
726
Wilson & Boucher Capital Management
California
$1.98M -$121K -1,562 -6%
SIA
727
SkyView Investment Advisors
New Jersey
$1.96M -$78.6K -1,013 -4%
RPC
728
Rossmore Private Capital
Connecticut
$1.96M – – –
STA
729
Summit Trail Advisors
New York
$1.96M +$83.5K +1,076 +5%
IAIM
730
Industrial Alliance Investment Management
Quebec, Canada
$1.95M – – –
CP
731
CenterBook Partners
Connecticut
$1.95M -$538K -6,935 -23%
CWM
732
Chemistry Wealth Management
New York
$1.94M +$580K +7,473 +47%
PAM
733
Private Asset Management
California
$1.94M -$213K -2,746 -11%
HNB
734
Huntington National Bank
Ohio
$1.93M +$61.2K +788 +4%
FIA
735
Foundations Investment Advisors
Arizona
$1.92M -$304K -3,921 -15%
S
736
Seeyond
France
$1.9M +$501K +6,453 +39%
MAS
737
Meeder Advisory Services
Ohio
$1.89M +$1.76M +22,715 New
S
738
SignatureFD
Georgia
$1.89M +$164K +2,115 +10%
AP
739
Appleton Partners
Massachusetts
$1.88M -$176K -2,264 -9%
HG
740
Herbst Group
Connecticut
$1.86M -$497K -6,400 -22%
BSW
741
Buckingham Strategic Wealth
Missouri
$1.86M -$65.9K -849 -4%
FTDI
742
First Trust Direct Indexing
Massachusetts
$1.84M +$79.6K +1,026 +5%
HPC
743
HM Payson & Co
Maine
$1.83M +$60.5K +779 +4%
BIM
744
Bridges Investment Management
Nebraska
$1.83M – – –
ETCM
745
Evolutionary Tree Capital Management
Virginia
$1.82M -$298K -3,834 -15%
LBA
746
Letko, Brosseau & Associates
Quebec, Canada
$1.82M – – –
SC
747
Sonen Capital
California
$1.82M +$47.4K +611 +3%
BCM
748
Birmingham Capital Management
Alabama
$1.81M -$17.1K -220 -1%
HCA
749
Harbour Capital Advisors
Virginia
$1.79M -$76.6K -987 -4%
DEA
750
DoubleLine ETF Adviser
Florida
$1.79M +$1.67M +21,495 New
28 29
30
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