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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
851
Capital Investment Advisory Services
North Carolina
$2.97M -$39.7K -418 -1%
RWM
852
Ritholtz Wealth Management
New York
$2.97M +$324K +3,420 +13%
ETC
853
Exchange Traded Concepts
Oklahoma
$2.96M -$24.3M -255,746 -90%
KA
854
Kozak & Associates
Colorado
$2.96M -$61.2K -645 -2%
OAM
855
Ostrum Asset Management
France
$2.92M -$533K -5,620 -16%
RPC
856
Royal Palms Capital
Montana
$2.91M +$2.76M +29,089 New
CC
857
Cypress Capital
Tennessee
$2.9M +$1.08M +11,378 +64%
HIMS
858
Hager Investment Management Services
New Hampshire
$2.9M -$71.2K -750 -3%
MUAMU
859
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.9M +$285K +3,000 +12%
SWP
860
Strategic Wealth Partners
Ohio
$2.9M +$405K +4,271 +17%
BCM
861
Bridgeway Capital Management
Texas
$2.89M -$19K -200 -0.7%
CTC
862
Cetera Trust Company
Minnesota
$2.88M +$33.2K +350 +1%
AGA
863
Accuvest Global Advisors
Utah
$2.87M +$2.37M +24,987 +665%
AIC
864
Argus Investors Counsel
New York
$2.87M -$285 -3 -0%
MYLI
865
Meiji Yasuda Life Insurance
Japan
$2.87M +$352K +3,709 +15%
CCM
866
Coldstream Capital Management
Washington
$2.87M -$469K -4,944 -15%
CNBT
867
Canandaigua National Bank & Trust
New York
$2.85M -$74.9K -789 -3%
TE
868
Tema ETFs
New York
$2.85M -$7.97K -84 -0.3%
EP
869
Edgestream Partners
New Jersey
$2.83M -$601K -6,330 -18%
VDI
870
Vaughan David Investments
Illinois
$2.83M -$145K -1,527 -5%
MCA
871
Martin Capital Advisors
Texas
$2.83M +$28K +295 +1%
EWM
872
EPG Wealth Management
Georgia
$2.83M +$125K +1,318 +5%
HCCM
873
Hudson Canyon Capital Management
New York
$2.82M – – –
HW
874
Hancock Whitney
Mississippi
$2.82M +$799K +8,417 +43%
XWM
875
Xcel Wealth Management
Florida
$2.81M – – –
33 34
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36 37