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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
826
Tealwood Asset Management
Minnesota
$1.41M -$26.1K -336 -2%
FFA
827
Fairfield Financial Advisors
Massachusetts
$1.4M +$7.53K +97 +0.6%
DWM
828
Dakota Wealth Management
Florida
$1.4M +$202K +2,605 +18%
FMAEN1
829
Fund Management at Engine No 1
California
$1.4M +$164K +2,108 +14%
CW
830
CreativeOne Wealth
Kansas
$1.38M -$29K -374 -2%
TP
831
Tranquility Partners
Tennessee
$1.38M -$48K -618 -4%
BCAM
832
Boston Common Asset Management
Massachusetts
$1.38M – – –
GBA
833
Garrison Bradford & Associates
New York
$1.38M +$931K +12,000 +264%
AIM
834
Anchor Investment Management
South Carolina
$1.35M +$366K +4,722 +41%
KFP
835
KB Financial Partners
New Jersey
$1.35M -$65.3K -842 -5%
CT
836
Caldwell Trust
Florida
$1.34M +$31.5K +406 +3%
AC
837
Annandale Capital
Texas
$1.34M – – –
DPIM
838
Duff & Phelps Investment Management
Illinois
$1.34M – – –
MJRIC
839
Mogy Joel R Investment Counsel
California
$1.33M +$130K +1,674 +12%
HI
840
Horizon Investments
North Carolina
$1.33M +$848K +10,929 +214%
FFS
841
Founders Financial Securities
Maryland
$1.33M +$59.8K +771 +5%
BP
842
Ballentine Partners
Massachusetts
$1.33M +$51.9K +669 +4%
WHCI
843
W.H. Cornerstone Investments
Massachusetts
$1.32M +$123K +1,579 +11%
CGL
844
Clarius Group LLC
Washington
$1.3M +$58.6K +755 +5%
HCM
845
Hall Capital Management
Rhode Island
$1.29M +$34.8K +448 +3%
WEG
846
World Equity Group
Illinois
$1.29M -$6.52K -84 -0.5%
FIM
847
Fruth Investment Management
Texas
$1.29M – – –
QCG
848
Quadrant Capital Group
Ohio
$1.29M +$91.9K +1,184 +8%
JFA
849
JNBA Financial Advisors
Minnesota
$1.29M -$13K -167 -1%
SFA
850
Sequoia Financial Advisors
Ohio
$1.29M +$464K +5,978 +63%
32 33
34
35 36