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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
851
Seven Eight Capital
New York
$1.13M +$1.58M +21,534 New
BCM
852
Birmingham Capital Management
Alabama
$1.13M -$14.6K -200 -0.9%
LCM
853
Linker Capital Management
Kentucky
$1.13M – – –
OAM
854
Ostrum Asset Management
France
$1.12M +$1.57M +21,400 New
TF
855
TIAA FSB
Florida
$1.12M -$8.97M -122,526 -85%
ACS
856
Archford Capital Strategies
Illinois
$1.11M +$100K +1,365 +6%
Koshinski Asset Management
857
Koshinski Asset Management
Illinois
$1.11M +$995K +13,582 +177%
SDIC
858
South Dakota Investment Council
South Dakota
$1.11M +$600K +8,200 +63%
LSA
859
Leonteq Securities AG
Switzerland
$1.11M +$1.45M +19,849 +1,404%
MAS
860
Meeder Advisory Services
Ohio
$1.11M -$111K -1,515 -7%
HPC
861
HM Payson & Co
Maine
$1.11M -$60.8K -830 -4%
TNB
862
Thomasville National Bank
Georgia
$1.11M -$6.59K -90 -0.4%
PFA
863
Professional Financial Advisors
Nebraska
$1.1M -$47.9K -654 -5%
CGA
864
Crescent Grove Advisors
Illinois
$1.1M +$39.3K +536 +3%
BWP
865
Balboa Wealth Partners
Arizona
$1.1M +$1.53M +20,914 New
PAM
866
Private Asset Management
California
$1.09M -$178K -2,436 -10%
DEA
867
DoubleLine ETF Adviser
Florida
$1.09M -$46.7K -638 -3%
FWM
868
Forefront Wealth Management
Pennsylvania
$1.09M +$1.52M +20,760 New
CA
869
Continuum Advisory
Idaho
$1.09M +$237K +3,235 +18%
CSIC
870
Clifford Swan Investment Counsel
California
$1.09M +$3.66K +50 +0.2%
SWS
871
SYSTM Wealth Solutions
Illinois
$1.08M -$879K -12,000 -37%
HKIMG
872
Hutchens & Kramer Investment Management Group
Indiana
$1.08M -$1.33M -18,167 -47%
LCM
873
Leisure Capital Management
California
$1.08M +$2.49K +34 +0.2%
FPGT
874
Financial Partners Group (Tennessee)
Tennessee
$1.08M -$27.1K -370 -2%
OAM
875
Occidental Asset Management
California
$1.07M +$1.3M +17,790 +691%
33 34
35
36 37