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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
801
Greenleaf Trust
Michigan
$297K +$92.1K +2,571 +41%
DIA
802
Davidson Investment Advisors
Montana
$295K -$66.3K -1,850 -17%
MIP
803
Marietta Investment Partners
Wisconsin
$295K – – –
EFS
804
Essex Financial Services
Connecticut
$295K +$7.09K +198 +2%
PIMG
805
Patriot Investment Management Group
Tennessee
$295K +$58.7K +1,639 +23%
RIM
806
Rampart Investment Management
Connecticut
$291K +$9.06K +253 +3%
APA
807
American Portfolios Advisors
New York
$289K -$67.7K -1,889 -18%
CC
808
Chicago Capital
Illinois
$288K -$8.89M -248,179 -97%
USGIU
809
U.S. Global Investors (USGI)
Texas
$287K +$25.1K +700 +9%
VCM
810
Violich Capital Management
California
$286K +$61.3K +1,710 +25%
O
811
Ossiam
France
$286K +$120K +3,359 +66%
3C
812
361 Capital
Colorado
$286K +$304K +8,480 New
BBNA
813
Bremer Bank National Association
Minnesota
$284K -$38.3K -1,069 -11%
ECM
814
ExodusPoint Capital Management
New York
$284K +$301K +8,413 New
RA
815
Royce & Associates
New York
$283K – – –
TF
816
Tompkins Financial
New York
$282K – – –
CCM
817
Chilton Capital Management
Texas
$281K -$379K -10,590 -56%
SFG
818
SNS Financial Group
Minnesota
$281K -$1.11K -31 -0.4%
BDF
819
Balasa Dinverno & Foltz
$279K -$7.52K -210 -2%
WPW
820
Waldron Private Wealth
Pennsylvania
$278K +$9.96K +278 +3%
QT
821
Quantamental Technologies
New York
$277K +$294K +8,197 New
ET
822
Equitable Trust
Tennessee
$275K -$512K -14,306 -64%
BFA
823
Bragg Financial Advisors
North Carolina
$275K -$28.7K -800 -9%
CGL
824
Clarius Group LLC
Washington
$272K -$116K -3,238 -29%
CT
825
Coastline Trust
Rhode Island
$265K – – –
31 32
33
34 35