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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
801
World Equity Group
Illinois
$1.35M +$887K +12,108 +78%
MGIM
802
M&G Investment Management
United Kingdom
$1.34M -$23.4M -320,075 -93%
KA
803
Kintegral Advisory
New York
$1.34M -$101K -1,377 -5%
ARC
804
Advisor Resource Council
Texas
$1.34M +$1.89M +25,872 New
CA
805
Cornerstone Advisory
Maryland
$1.33M +$1.86M +25,446 New
CPIG
806
Chicago Partners Investment Group
Illinois
$1.33M +$518K +7,073 +39%
WPC
807
Wedmont Private Capital
Pennsylvania
$1.33M +$1.29M +17,681 +222%
EIP
808
Epoch Investment Partners
New York
$1.32M +$358K +4,889 +24%
STA
809
Summit Trail Advisors
New York
$1.32M +$122K +1,672 +7%
PWPS
810
Pinnacle Wealth Planning Services
Ohio
$1.32M +$1.21M +16,580 +194%
OSAM
811
O'Shaughnessy Asset Management
Connecticut
$1.31M -$1.97M -26,873 -52%
IR
812
IAT Reinsurance
New York
$1.31M – – –
NSEDCP
813
NJ State Employees Deferred Compensation Plan
New Jersey
$1.31M – – –
OBGC
814
O'Brien Greene & Co
Pennsylvania
$1.3M – – –
WTC
815
WhitTier Trust Company
Nevada
$1.29M -$19K -259 -1%
DIS
816
Diversified Investment Strategies
Louisiana
$1.28M +$364K +4,975 +25%
1SB
817
1ST Source Bank
Indiana
$1.28M +$13K +177 +0.7%
UWM
818
Udine Wealth Management
Florida
$1.28M +$1.79M +24,419 New
RPC
819
Rossmore Private Capital
Connecticut
$1.28M +$61.9K +845 +4%
CIC
820
Cornercap Investment Counsel
Georgia
$1.27M +$1.78M +24,241 New
GBA
821
Garrison Bradford & Associates
New York
$1.27M +$557K +7,611 +46%
SS
822
Simplicity Solutions
Minnesota
$1.26M +$769K +10,501 +77%
BFG
823
Bleakley Financial Group
New Jersey
$1.26M -$290K -3,961 -14%
CTA
824
Chesley Taft & Associates
Illinois
$1.25M -$6.81K -93 -0.4%
BC
825
Brookfield Corp
Ontario, Canada
$1.25M -$14M -191,093 -89%
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