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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
751
Montecito Bank & Trust
California
$1.47M -$219K -3,157 -13%
VIA
752
Vident Investment Advisory
Georgia
$1.46M +$87.5K +1,260 +5%
EDRH
753
Edmond de Rothschild Holding
Switzerland
$1.45M +$66K +951 +5%
GA
754
Greenhaven Associates
New York
$1.44M – – –
BPM
755
Bowling Portfolio Management
Ohio
$1.43M -$17.9K -258 -1%
CGA
756
Crescent Grove Advisors
Illinois
$1.43M – – –
ADIM
757
Alpha DNA Investment Management
Maryland
$1.43M +$1.38M +19,828 New
GSWM
758
Greenup Street Wealth Management
Michigan
$1.42M +$321K +4,626 +30%
FSA
759
Franklin Street Advisors
North Carolina
$1.42M – – –
NC
760
NovaPoint Capital
Georgia
$1.42M -$91.3K -1,315 -6%
DIS
761
Diversified Investment Strategies
Louisiana
$1.4M +$55.5K +800 +4%
BAMF
762
BI Asset Management Fondsmaeglerselskab
Denmark
$1.39M -$4.15M -59,837 -76%
ACS
763
Archford Capital Strategies
Illinois
$1.39M +$459K +6,614 +52%
B
764
Bensler
Washington
$1.37M +$1.33M +19,087 New
AF
765
Allworth Financial
California
$1.37M +$41.7K +600 +3%
ESB
766
Essex Savings Bank
Connecticut
$1.36M -$1.53K -22 -0.1%
PWMAG
767
Pinnacle Wealth Management Advisory Group
New Jersey
$1.36M +$119K +1,714 +10%
AWM
768
Avior Wealth Management
Nebraska
$1.36M +$399K +5,743 +44%
AIP
769
Ameritas Investment Partners
Nebraska
$1.36M – – –
RBA
770
Richard Bernstein Advisors
New York
$1.35M -$583K -8,393 -31%
WIS
771
Wright Investors Service
Connecticut
$1.35M +$414K +5,957 +47%
VFA
772
Valeo Financial Advisors
Indiana
$1.34M +$264K +3,808 +26%
BOH
773
Bank of Hawaii
Hawaii
$1.34M +$231K +3,322 +22%
CAM
774
Cresset Asset Management
Illinois
$1.34M -$257K -3,698 -17%
FT
775
Fiduciary Trust
Massachusetts
$1.34M +$36.9K +531 +3%
29 30
31
32 33