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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
801
O'Shaughnessy Asset Management
Connecticut
$754K +$165K +2,726 +31%
CAM
802
Cozad Asset Management
Illinois
$753K -$83.7K -1,381 -11%
ICM
803
IMS Capital Management
Oregon
$752K -$350K -5,770 -33%
EWM
804
Elmwood Wealth Management
California
$728K +$677K +11,171 New
HR
805
Hardy Reed
Mississippi
$725K -$2.12K -35 -0.3%
BOTW
806
Bank of the West
California
$718K -$42.9K -707 -6%
TAM
807
Trust Asset Management
Texas
$712K +$130K +2,137 +24%
HCA
808
Hyperion Capital Advisors
New York
$710K – – –
RWB
809
RMR Wealth Builders
New Jersey
$710K +$1.88K +31 +0.3%
NO
810
Ninety One
South Africa
$709K – – –
AII
811
AGF Investments Inc
Ontario, Canada
$702K -$74K -1,220 -10%
QCG
812
Quadrant Capital Group
Ohio
$702K +$176K +2,899 +37%
CWA
813
Canvas Wealth Advisors
Kansas
$702K +$629K +10,375 New
AIP
814
Almanack Investment Partners
Pennsylvania
$701K +$179K +2,957 +38%
TH
815
TCTC Holdings
Texas
$699K – – –
CPC
816
Cookson Peirce & Co
Pennsylvania
$699K +$650K +10,724 New
KPWS
817
Kestra Private Wealth Services
Texas
$696K +$129K +2,134 +25%
DIA
818
Dana Investment Advisors
Wisconsin
$694K -$2.06M -33,914 -76%
PIMG
819
Patriot Investment Management Group
Tennessee
$694K +$18.9K +311 +3%
SAS
820
Stelac Advisory Services
New York
$693K +$9.34K +154 +1%
OPCM
821
Osborne Partners Capital Management
California
$691K – – –
SLF
822
Sun Life Financial
Ontario, Canada
$682K -$8.43K -139 -1%
TI
823
Tidal Investments
Wisconsin
$680K +$171K +2,818 +37%
CAS
824
Cascadia Advisory Services
Oregon
$680K +$633K +10,434 New
SMC
825
Smith, Moore & Co
Missouri
$679K -$21K -347 -3%
31 32
33
34 35