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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
751
Leisure Capital Management
California
$1.78M -$8.8K -100 -0.5%
EIP
752
Epoch Investment Partners
New York
$1.77M +$1.85M +21,031 New
FTDI
753
First Trust Direct Indexing
Massachusetts
$1.77M +$62.4K +709 +3%
BSW
754
Buckingham Strategic Wealth
Missouri
$1.76M +$20.8K +236 +1%
AWP
755
Accretive Wealth Partners
New Jersey
$1.73M +$6.51K +74 +0.4%
HPC
756
HM Payson & Co
Maine
$1.73M +$11K +125 +0.6%
SIA
757
SkyView Investment Advisors
New Jersey
$1.73M +$801K +9,108 +70%
CSIC
758
Clifford Swan Investment Counsel
California
$1.72M -$47.6K -541 -3%
ANRIA
759
American National Registered Investment Advisor
Texas
$1.72M -$35.5K -403 -2%
BPM
760
Bowling Portfolio Management
Ohio
$1.71M -$16K -182 -0.9%
SIAG
761
Signet Investment Advisory Group
Rhode Island
$1.7M -$64.7K -735 -4%
AIM
762
Aspen Investment Management
Michigan
$1.69M +$1.94K +22 +0.1%
GA
763
Greenhaven Associates
New York
$1.69M -$220K -2,500 -11%
CGA
764
Crescent Grove Advisors
Illinois
$1.66M +$1.58K +18 +0.1%
BRWM
765
B. Riley Wealth Management
Tennessee
$1.65M +$61.7K +701 +4%
PMG
766
ProVise Management Group
Florida
$1.65M +$198K +2,251 +13%
CG
767
Caprock Group
Idaho
$1.62M +$595K +6,762 +54%
AIP
768
Ameritas Investment Partners
Nebraska
$1.62M -$46.6K -530 -3%
S
769
SignatureFD
Georgia
$1.61M -$73.7K -838 -4%
ESB
770
Essex Savings Bank
Connecticut
$1.6M +$395K +4,490 +31%
CAN
771
Cetera Advisor Networks
California
$1.6M -$683K -7,759 -29%
MMC
772
Mizuho Markets Cayman
Cayman Islands
$1.56M +$846K +9,617 +108%
FT
773
Fiduciary Trust
Massachusetts
$1.53M -$114K -1,300 -7%
MOS
774
MGO One Seven
Ohio
$1.53M -$13.3K -151 -0.8%
GHAM
775
Gilman Hill Asset Management
Connecticut
$1.53M – – –
29 30
31
32 33