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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
726
Wilmington Savings Fund Society
Delaware
$4.46M -$82.1K -865 -2%
SA
727
SAM Advisors
California
$4.45M -$167K -1,759 -4%
CFSG
728
Community Financial Services Group
Vermont
$4.38M -$165K -1,743 -4%
1WA
729
180 Wealth Advisors
Washington
$4.35M +$7.87K +83 +0.2%
AT
730
American Trust
Kentucky
$4.34M -$47.4K -500 -1%
VIA
731
Victrix Investment Advisors
Florida
$4.34M -$40.8K -430 -1%
PCIG
732
Partners Capital Investment Group
Massachusetts
$4.31M -$945K -9,956 -19%
GC
733
Gillson Capital
Illinois
$4.31M +$4.09M +43,100 New
VF
734
Vest Financial
Virginia
$4.29M +$1.37M +14,453 +51%
OIA
735
Oakmont Investment Advisors
Pennsylvania
$4.26M +$4.04M +42,628 New
BFA
736
Buttonwood Financial Advisors
Maryland
$4.24M -$53.8K -567 -1%
EOJOAM
737
E. Ohman J:or Asset Management
Sweden
$4.24M +$4.02M +42,400 New
RSC
738
Red Spruce Capital
Pennsylvania
$4.23M +$78.3K +825 +2%
LWA
739
Lantern Wealth Advisors
New York
$4.23M -$1.7M -17,971 -30%
PFGIA
740
Patriot Financial Group Insurance Agency
Massachusetts
$4.22M +$384K +4,044 +11%
GIM
741
Goelzer Investment Management
Indiana
$4.19M +$139K +1,461 +4%
EBWM
742
Eagle Bluffs Wealth Management
Missouri
$4.17M +$117K +1,236 +3%
CC
743
Courier Capital
New York
$4.17M -$19.4K -204 -0.5%
BDPWM
744
Barnes Dennig Private Wealth Management
Ohio
$4.16M -$213K -2,247 -5%
MJP
745
Michael J. Puzo
$4.14M +$1.67M +17,582 +74%
QCG
746
Quadrant Capital Group
Ohio
$4.14M +$13.8K +145 +0.4%
MW
747
Marble Wealth
Alabama
$4.14M +$3.93M +41,400 New
PHIC
748
Pine Haven Investment Counsel
Massachusetts
$4.13M -$11.9K -125 -0.3%
AWM
749
Apollon Wealth Management
South Carolina
$4.12M +$106K +1,119 +3%
MCM
750
Mengis Capital Management
Oregon
$4.11M -$68.8K -725 -2%
28 29
30
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