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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
801
Marietta Investment Partners
Wisconsin
$295K – – –
EFS
802
Essex Financial Services
Connecticut
$295K +$7.09K +198 +2%
PIMG
803
Patriot Investment Management Group
Tennessee
$295K +$58.7K +1,639 +23%
RIM
804
Rampart Investment Management
Connecticut
$291K +$9.06K +253 +3%
APA
805
American Portfolios Advisors
New York
$289K -$67.7K -1,889 -18%
CC
806
Chicago Capital
Illinois
$288K -$8.89M -248,179 -97%
USGIU
807
U.S. Global Investors (USGI)
Texas
$287K +$25.1K +700 +9%
VCM
808
Violich Capital Management
California
$286K +$61.3K +1,710 +25%
O
809
Ossiam
France
$286K +$120K +3,359 +66%
3C
810
361 Capital
Colorado
$286K +$304K +8,480 New
BBNA
811
Bremer Bank National Association
Minnesota
$284K -$38.3K -1,069 -11%
ECM
812
ExodusPoint Capital Management
New York
$284K +$301K +8,413 New
RA
813
Royce & Associates
New York
$283K – – –
TF
814
Tompkins Financial
New York
$282K – – –
CCM
815
Chilton Capital Management
Texas
$281K -$379K -10,590 -56%
SFG
816
SNS Financial Group
Minnesota
$281K -$1.11K -31 -0.4%
BDF
817
Balasa Dinverno & Foltz
$279K -$7.52K -210 -2%
WPW
818
Waldron Private Wealth
Pennsylvania
$278K +$9.96K +278 +3%
QT
819
Quantamental Technologies
New York
$277K +$294K +8,197 New
ET
820
Equitable Trust
Tennessee
$275K -$512K -14,306 -64%
BFA
821
Bragg Financial Advisors
North Carolina
$275K -$28.7K -800 -9%
CGL
822
Clarius Group LLC
Washington
$272K -$116K -3,238 -29%
CT
823
Coastline Trust
Rhode Island
$265K – – –
MCM
824
Manchester Capital Management
Vermont
$265K +$248K +6,914 +728%
LWAC
825
Laurel Wealth Advisors (California)
California
$264K -$56.2K -1,569 -17%
31 32
33
34 35