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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
876
Laffer Tengler Investments
Tennessee
$779K +$577K +8,363 +211%
HI
877
Horizon Investments
North Carolina
$775K -$1.62M -23,488 -66%
SPIA
878
Steward Partners Investment Advisory
New York
$775K -$33.7K -489 -4%
ATWA
879
Arbor Trust Wealth Advisors
Michigan
$771K +$43.9K +637 +6%
PAS
880
Park Avenue Securities
New York
$770K +$362K +5,249 +76%
DS
881
DRW Securities
Illinois
$769K +$840K +12,173 New
EWM
882
Elmwood Wealth Management
California
$768K +$1.17K +17 +0.1%
SWM
883
Spire Wealth Management
Virginia
$767K -$7.94M -115,099 -90%
PTP
884
Platform Technology Partners
New York
$766K -$95.9K -1,390 -10%
SFA
885
Semmax Financial Advisors
North Carolina
$766K -$48.4K -702 -6%
SRC
886
Sage Rhino Capital
California
$765K -$60.6K -879 -7%
CIA
887
Cascade Investment Advisors
Oregon
$763K -$31.6K -458 -4%
BIM
888
Baldwin Investment Management
Pennsylvania
$762K +$460K +6,663 +124%
HBT
889
Heartland Bank & Trust
Illinois
$756K +$31.9K +463 +4%
SAI
890
Systematic Alpha Investments
New Jersey
$752K – – –
LWM
891
Loveless Wealth Management
Montana
$745K +$8.62K +125 +1%
BWA
892
Bordeaux Wealth Advisors
California
$744K -$62.4K -905 -7%
ICM
893
IMS Capital Management
Oregon
$744K +$3.45K +50 +0.4%
HWA
894
HCR Wealth Advisors
California
$742K -$37.7K -547 -4%
PIA
895
Powell Investment Advisors
Florida
$742K – – –
FFC
896
First Financial Corp
Indiana
$742K +$1.45K +21 +0.2%
WS
897
Wedbush Securities
California
$741K -$126K -1,820 -13%
Q
898
QVR
California
$733K +$502K +7,279 +168%
BWAM
899
Boyd Watterson Asset Management
Ohio
$729K +$796K +11,538 New
CYG
900
Clean Yield Group
Vermont
$728K -$8.62K -125 -1%
34 35
36
37 38