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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
776
Central Bank & Trust
Kentucky
$3.35M +$19.9K +218 +0.6%
SC
777
Sepio Capital
Utah
$3.34M -$306K -3,356 -8%
FPWM
778
FSB Premier Wealth Management
Iowa
$3.32M -$441K -4,835 -12%
KIM
779
Kestra Investment Management
Texas
$3.31M -$512K -5,617 -14%
AC
780
Annandale Capital
Texas
$3.31M – – –
ECM
781
Everence Capital Management
Indiana
$3.3M – – –
MYIA
782
Mount Yale Investment Advisors
Colorado
$3.23M -$585K -6,419 -15%
AF
783
Ally Financial
Michigan
$3.23M +$1.73M +19,000 +119%
RCA
784
Resonant Capital Advisors
Wisconsin
$3.2M -$93.5K -1,025 -3%
SAW
785
Signal Advisors Wealth
Michigan
$3.18M +$686K +7,519 +28%
TCPW
786
Twin City Private Wealth
North Carolina
$3.18M +$24.1K +264 +0.8%
CIA
787
Cascade Investment Advisors
Oregon
$3.18M +$49.7K +545 +2%
AT
788
American Trust
Kentucky
$3.16M -$289K -3,170 -8%
BCB
789
Brian C. Broderick
$3.15M +$264K +2,890 +9%
FAP
790
Financial Advisory Partners
Florida
$3.13M -$12.3K -135 -0.4%
LCM
791
LRT Capital Management
Texas
$3.11M +$1.27M +13,880 +70%
FDP
792
Financiere des Professionnels
Quebec, Canada
$3.11M – – –
WB
793
Webster Bank
Connecticut
$3.09M -$131K -1,441 -4%
MAS
794
Meeder Advisory Services
Ohio
$3.08M -$57.2K -627 -2%
AM
795
AGF Management
Ontario, Canada
$3.08M +$3.04M +33,386 New
CWM
796
Chemistry Wealth Management
New York
$3.07M -$16.7K -183 -0.5%
PCIG
797
Partners Capital Investment Group
Massachusetts
$3.04M -$513K -5,628 -15%
CWA
798
Crux Wealth Advisors
California
$3.04M -$104K -1,137 -3%
CIA
799
Choate Investment Advisors
Massachusetts
$3.04M -$103K -1,128 -3%
LC
800
Lakehouse Capital
Australia
$3.04M – – –
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