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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
876
J.L. Bainbridge & Co
Florida
$210K -$895 -25 -0.4%
NWA
877
New World Advisors
Massachusetts
$210K +$227K +6,350 New
GIA
878
Granite Investment Advisors
New Hampshire
$209K -$3.58K -100 -2%
RIM
879
Regent Investment Management
Kentucky
$208K -$14.3K -400 -6%
XM
880
XTX Markets
New York
$207K -$28K -783 -11%
OSAM
881
O'Shaughnessy Asset Management
Connecticut
$207K +$193K +5,390 +726%
RCAG
882
Rehmann Capital Advisory Group
Michigan
$207K +$1.54K +43 +0.7%
KA
883
Klingman & Associates
New York
$206K -$24.1K -673 -10%
WI
884
Wintrust Investments
Illinois
$206K – – –
LCM
885
Laurion Capital Management
New York
$205K +$217K +6,067 New
NNP
886
Nachman Norwood & Parrott
South Carolina
$203K +$2.79K +78 +1%
PAMP
887
Polar Asset Management Partners
Ontario, Canada
$202K +$214K +5,975 New
MAM
888
Morse Asset Management
Connecticut
$202K +$215K +6,000 New
SHGA
889
Sand Hill Global Advisors
California
$201K -$3.15M -87,894 -94%
WANY
890
Wealthspire Advisors (New York)
New York
$200K -$298K -8,330 -58%
PMFA
891
Plante Moran Financial Advisors
Michigan
$200K +$3.58K +100 +2%
CAN
892
Cetera Advisor Networks
California
$197K -$7.2K -201 -3%
RTC
893
Riverview Trust Company
Washington
$196K – – –
CFG
894
CKW Financial Group
Hawaii
$185K +$3.58K +100 +2%
HNB
895
Huntington National Bank
Ohio
$183K +$3.65K +102 +2%
NIM
896
NuWave Investment Management
New Jersey
$181K -$19.4K -542 -10%
BAM
897
Belpointe Asset Management
Nevada
$178K +$2.79K +78 +2%
ST
898
Smithfield Trust
Pennsylvania
$178K +$11K +308 +6%
PC
899
Permanens Capital
New York
$177K -$81.2K -2,267 -30%
CAW
900
Cornerstone Advisors (Washington)
Washington
$174K +$24.8K +693 +16%
34 35
36
37 38