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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
751
Clean Yield Group
Vermont
$660K -$20.4K -450 -3%
RIL
752
Rothschild Investment LLC
Illinois
$658K -$10.2K -225 -2%
CG
753
Caprock Group
Idaho
$656K +$35.5K +784 +7%
HAM
754
Hyperion Asset Management
Australia
$652K – – –
CSS
755
Cubist Systematic Strategies
Connecticut
$652K +$66.4K +1,467 +14%
BP
756
BBR Partners
New York
$651K +$589 +13 +0.1%
B
757
Bailard
California
$651K +$32.6K +720 +6%
ECM
758
Evergreen Capital Management
Washington
$638K -$2.67K -59 -0.5%
RIA
759
Realta Investment Advisors
Delaware
$638K +$272 +6 +0%
HAI
760
Hennessy Advisors Inc
California
$636K -$362K -8,000 -40%
AII
761
AGF Investments Inc
Ontario, Canada
$636K -$330K -7,300 -38%
WANY
762
Wealthspire Advisors (New York)
New York
$632K +$539K +11,916 New
RBA
763
Richard Bernstein Advisors
New York
$626K – – –
OQS
764
Occudo Quantitative Strategies
Florida
$625K +$534K +11,786 New
BOTW
765
Bank of the West
California
$622K -$156K -3,449 -23%
PIA
766
Powell Investment Advisors
Florida
$621K – – –
MAM
767
Meeder Asset Management
Ohio
$617K +$101K +2,230 +24%
KJWM
768
Kiley Juergens Wealth Management
Washington
$615K +$49.7K +1,097 +10%
SFA
769
Semmax Financial Advisors
North Carolina
$611K -$122K -2,689 -19%
HR
770
Hardy Reed
Mississippi
$592K – – –
CGL
771
Clarius Group LLC
Washington
$589K +$106K +2,333 +27%
HCA
772
Hyperion Capital Advisors
New York
$578K -$226K -5,000 -31%
DT
773
Diversified Trust
Tennessee
$578K +$494K +10,901 New
NO
774
Ninety One
South Africa
$577K – – –
RWB
775
RMR Wealth Builders
New Jersey
$576K +$58.6K +1,294 +14%
29 30
31
32 33