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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
826
Signition LP
New York
$294K +$318K +5,744 New
HIM
827
Hermes Investment Management
United Kingdom
$292K – – –
LA
828
LVW Advisors
New York
$289K -$17.7K -320 -5%
BSW
829
Buckingham Strategic Wealth
Missouri
$282K +$4.93K +89 +2%
VCA
830
Verdence Capital Advisors
Maryland
$281K +$111 +2 +0%
WS
831
Wedbush Securities
California
$281K +$23.5K +424 +8%
GWM
832
Geneos Wealth Management
Colorado
$279K -$7.98K -144 -3%
DCM
833
Dynamic Capital Management
Jersey
$279K +$302K +5,459 New
HNB
834
Huntington National Bank
Ohio
$276K -$26.9K -485 -8%
DWA
835
Douglass Winthrop Advisors
New York
$274K -$50K -903 -14%
FWM
836
Frontier Wealth Management
Missouri
$274K -$49.2K -889 -14%
SCA
837
Snowden Capital Advisors
New York
$274K +$6.09K +110 +2%
MAM
838
Mark Asset Management
New York
$270K – – –
IIC
839
Integrated Investment Consultants
Michigan
$269K -$4.6K -83 -2%
SMFS
840
Squar Milner Financial Services
California
$268K -$28.5K -514 -9%
LCM
841
Laurion Capital Management
New York
$268K +$291K +5,248 New
IBOK
842
Independence Bank of Kentucky
Kentucky
$264K -$141K -2,550 -33%
WWMSC
843
Wagner Wealth Management (South Carolina)
South Carolina
$263K – – –
SP
844
SWS Partners
Ohio
$262K +$284K +5,120 New
BMO
845
Beck Mack & Oliver
New York
$261K – – –
JA
846
JOYN Advisors
Georgia
$260K -$238K -4,292 -46%
ST
847
Smithfield Trust
Pennsylvania
$259K +$48.7K +880 +21%
TA
848
Tiedemann Advisors
New York
$258K -$166K -3,005 -37%
PFS
849
Physicians Financial Services
North Carolina
$258K -$16.6K -300 -6%
FWCM
850
Ferguson Wellman Capital Management
Oregon
$257K -$31.7K -573 -10%
32 33
34
35 36