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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
726
Tower Research Capital (TRC)
New York
$1.73M +$176K +2,398 +8%
WJWM
727
Williams Jones Wealth Management
New York
$1.72M -$292K -3,987 -11%
MWM
728
Marietta Wealth Management
Georgia
$1.71M +$2.39M +32,621 New
AWM
729
Apollon Wealth Management
South Carolina
$1.71M +$1.36M +18,600 +133%
PL
730
Parkwood LLC
Ohio
$1.7M +$221K +3,018 +10%
WIS
731
Wright Investors Service
Connecticut
$1.7M +$305K +4,163 +15%
AWM
732
Avitas Wealth Management
California
$1.69M +$431K +5,891 +22%
IAS
733
Investment Advisory Services
Texas
$1.69M -$6.44K -88 -0.3%
OMC
734
Old Mission Capital
Illinois
$1.69M +$2.36M +32,252 New
ATPW
735
Ashton Thomas Private Wealth
Arizona
$1.68M +$1.66M +22,685 +241%
KJHP
736
K.J. Harrison & Partners
Ontario, Canada
$1.68M +$732K +10,000 +45%
CP
737
Cumberland Partners
Ontario, Canada
$1.68M -$2.27M -31,025 -49%
HA
738
Harfst & Associates
Wyoming
$1.67M -$5.13K -70 -0.2%
RCA
739
Resonant Capital Advisors
Wisconsin
$1.66M +$2.32M +31,727 New
LIA
740
LS Investment Advisors
Michigan
$1.64M +$1.88M +25,642 +446%
GAM
741
Gotham Asset Management
New York
$1.64M -$1.4M -19,111 -38%
AC
742
Annandale Capital
Texas
$1.63M +$1.1M +15,000 +93%
HNB
743
Huntington National Bank
Ohio
$1.62M +$564K +7,699 +33%
LAI
744
Legal Advantage Investments
California
$1.61M +$2.25M +30,700 New
TAM
745
Titleist Asset Management
Texas
$1.61M +$2.24M +30,648 New
CC
746
Centiva Capital
New York
$1.6M +$2.24M +30,626 New
CFO
747
Callan Family Office
Pennsylvania
$1.6M +$1.97M +26,896 +725%
ONB
748
Old National Bancorp
Indiana
$1.59M -$227K -3,100 -9%
NERM
749
New England Research & Management
Illinois
$1.59M +$2.22M +30,305 New
BC
750
Bartlett & Co
Ohio
$1.58M -$55.3K -755 -2%
28 29
30
31 32