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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$493K – – –
DI
802
DAGCO Inc
Ohio
$492K -$13.6K -300 -3%
CC
803
Cannell & Co
New York
$485K -$76.2K -1,683 -16%
QCM
804
Quest Capital Management
Texas
$485K -$9.33K -206 -2%
FNBT
805
FineMark National Bank & Trust
Florida
$484K +$62.4K +1,379 +18%
IA
806
IFP Advisors
Florida
$476K +$213K +4,712 +112%
LWM
807
Loveless Wealth Management
Montana
$475K -$28.3K -625 -7%
LSA
808
Leonteq Securities AG
Switzerland
$474K +$404K +8,928 New
BFM
809
Boston Financial Management
Massachusetts
$472K – – –
CPIG
810
Chicago Partners Investment Group
Illinois
$472K +$13.4K +297 +4%
SCM
811
Shelton Capital Management
Colorado
$470K – – –
WPW
812
Waldron Private Wealth
Pennsylvania
$470K +$18.7K +414 +5%
S
813
SignatureFD
Georgia
$469K +$91.2K +2,015 +30%
OSAM
814
O'Shaughnessy Asset Management
Connecticut
$469K +$141K +3,106 +54%
TAM
815
Trust Asset Management
Texas
$466K +$134K +2,969 +51%
VAS
816
Vestmark Advisory Solutions
Massachusetts
$461K -$14.9K -330 -4%
AWA
817
Arkadios Wealth Advisors
Georgia
$454K +$146K +3,235 +61%
FMBTD
818
First Midwest Bank Trust Division
Illinois
$449K -$26.5K -585 -6%
KPWS
819
Kestra Private Wealth Services
Texas
$448K +$75.6K +1,669 +24%
EWM
820
Empirical Wealth Management
Washington
$447K +$31.4K +693 +9%
ACG
821
Allen Capital Group
Nebraska
$444K -$18.4K -407 -5%
FCA
822
FinTrust Capital Advisors
South Carolina
$443K +$360K +7,958 +1,711%
PWAG
823
Polaris Wealth Advisory Group
California
$442K +$339K +7,488 New
BMCM
824
Burns Matteson Capital Management
New York
$437K +$373K +8,236 New
CCM
825
Chilton Capital Management
Texas
$436K -$2.94K -65 -0.8%
31 32
33
34 35