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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
826
Difesa Capital Management
New York
$1.4M -$48.4K -925 -4%
HHAA
827
Henry H. Armstrong Associates
Pennsylvania
$1.39M -$157K -3,000 -11%
AIC
828
Argus Investors Counsel
New York
$1.39M +$1.29M +24,588 New
EOJOAM
829
E. Ohman J:or Asset Management
Sweden
$1.39M +$1.28M +24,500 New
BFS
830
Bard Financial Services
Connecticut
$1.39M +$1.01M +19,300 +373%
RPC
831
Rossmore Private Capital
Connecticut
$1.38M -$471 -9 -0%
IIM
832
InTrack Investment Management
Vermont
$1.37M +$441K +8,420 +53%
BSW
833
Buckingham Strategic Wealth
Missouri
$1.36M +$92K +1,757 +8%
PAS
834
Park Avenue Securities
New York
$1.36M +$289K +5,526 +30%
LBWM
835
Left Brain Wealth Management
Illinois
$1.36M +$1.02M +19,496 +429%
IWC
836
Integrated Wealth Concepts
Massachusetts
$1.36M +$416K +7,934 +49%
DWM
837
Dakota Wealth Management
Florida
$1.36M -$5.05M -96,366 -80%
ADIM
838
Alpha DNA Investment Management
Maryland
$1.35M +$448K +8,558 +56%
RFC
839
Regions Financial Corp
Alabama
$1.35M +$360K +6,874 +41%
1SB
840
1ST Source Bank
Indiana
$1.34M -$42K -802 -3%
WTC
841
WhitTier Trust Company
Nevada
$1.34M -$56.2K -1,073 -4%
CTA
842
Chesley Taft & Associates
Illinois
$1.34M -$16K -305 -1%
CIA
843
Cape Investment Advisory
Georgia
$1.33M +$226K +4,311 +22%
GIP
844
Granite Investment Partners
California
$1.33M -$246K -4,690 -17%
AWM
845
Avior Wealth Management
Nebraska
$1.33M +$167K +3,183 +16%
MFG
846
MidWestOne Financial Group
Iowa
$1.32M +$190K +3,630 +18%
BPCA
847
Bank Pictet & Cie (Asia)
Singapore
$1.31M – – –
MMC
848
Mizuho Markets Cayman
Cayman Islands
$1.31M +$1.21M +23,111 New
IHL
849
Investment House LLC
California
$1.31M +$1.21M +23,100 New
FTDI
850
First Trust Direct Indexing
Massachusetts
$1.3M +$196K +3,736 +19%
32 33
34
35 36