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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
Cozad Asset Management
Illinois
$724K -$85.6K -1,199 -11%
WPW
827
Waldron Private Wealth
Pennsylvania
$720K +$78.2K +1,095 +12%
PO
828
Private Ocean
California
$710K +$127K +1,779 +22%
LCM
829
Logan Capital Management
Pennsylvania
$709K – – –
BAM
830
Barrett Asset Management
New York
$707K +$18.2K +255 +3%
IB
831
Intrust Bank
Kansas
$705K +$2.29K +32 +0.3%
VFA
832
Voya Financial Advisors
Connecticut
$705K +$51.7K +724 +8%
P
833
Pitcairn
Pennsylvania
$703K -$15.7K -220 -2%
NL
834
Navalign LLC
California
$701K +$7.64K +107 +1%
CWM
835
Concentric Wealth Management
California
$701K +$226K +3,171 +49%
FNBT
836
FineMark National Bank & Trust
Florida
$700K +$37.5K +525 +6%
RWB
837
RMR Wealth Builders
New Jersey
$697K +$71 +1 +0%
DT
838
Diversified Trust
Tennessee
$695K -$130K -1,817 -16%
IC
839
Inverness Counsel
New York
$687K -$87.8K -1,230 -12%
SIC
840
Salem Investment Counselors
North Carolina
$687K – – –
FB
841
Fulton Bank
Pennsylvania
$687K +$9.07K +127 +1%
BHBT
842
Burke & Herbert Bank & Trust
Virginia
$677K – – –
FFN
843
Focus Financial Network
Minnesota
$675K – – –
SC
844
Savant Capital
Illinois
$671K +$430K +6,017 +188%
CC
845
Cannell & Co
New York
$666K – – –
VAS
846
Vestmark Advisory Solutions
Massachusetts
$666K +$64.5K +903 +11%
IF
847
Ironwood Financial
Arizona
$664K – – –
PHK
848
Point72 Hong Kong
Hong Kong
$661K +$648K +9,078 New
AIM
849
Aigen Investment Management
New York
$658K -$573K -8,021 -47%
NO
850
Ninety One
South Africa
$658K – – –
32 33
34
35 36