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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
776
Hedges Asset Management
Nevada
$1.52M -$44K -500 -3%
IAIM
777
Industrial Alliance Investment Management
Quebec, Canada
$1.52M -$646K -7,344 -29%
BL
778
Balentine LLC
Georgia
$1.51M +$904K +10,273 +134%
VIA
779
Vident Investment Advisory
Georgia
$1.51M -$1.24M -14,064 -44%
EWA
780
EP Wealth Advisors
California
$1.51M +$280K +3,187 +22%
AWM
781
Avitas Wealth Management
California
$1.5M +$1.56M +17,778 New
TP
782
Tranquility Partners
Tennessee
$1.49M +$15.9K +181 +1%
UH
783
Unigestion Holding
Switzerland
$1.48M -$384K -4,360 -20%
SCM
784
Silvant Capital Management
Georgia
$1.47M +$1.53M +17,381 New
FSA
785
Franklin Street Advisors
North Carolina
$1.47M -$168K -1,906 -10%
KLWA
786
Kelly Lawrence W & Associates
California
$1.46M – – –
TC
787
Titleist Capital
Texas
$1.46M +$41.9K +476 +3%
WA
788
Wealth Alliance
New York
$1.45M -$58.6K -666 -4%
TAM
789
Tealwood Asset Management
Minnesota
$1.45M -$3.61K -41 -0.2%
MCCP
790
Mission Creek Capital Partners
California
$1.45M -$34.3K -390 -2%
FFG
791
Frisch Financial Group
New York
$1.43M -$792K -8,998 -35%
MAM
792
McCarthy Asset Management
California
$1.42M – – –
SFO
793
Stokes Family Office
Louisiana
$1.42M +$12.3K +140 +0.8%
CG
794
Colony Group
Massachusetts
$1.4M -$41.3K -469 -3%
FFA
795
Fairfield Financial Advisors
Massachusetts
$1.4M +$1.46M +16,585 New
BCAM
796
Boston Common Asset Management
Massachusetts
$1.4M – – –
DAM
797
Doheny Asset Management
California
$1.4M -$176K -2,000 -11%
BPCA
798
Bank Pictet & Cie (Asia)
Singapore
$1.39M -$782K -8,886 -35%
EF
799
Empowered Funds
Pennsylvania
$1.39M +$665K +7,556 +85%
TMAM
800
Tokio Marine Asset Management
Japan
$1.39M +$150K +1,701 +12%
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