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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
876
First Financial Corp
Indiana
$886K +$41.8K +602 +5%
PO
877
Private Ocean
California
$883K +$150K +2,163 +21%
SBH
878
Segall Bryant & Hamill
Illinois
$881K -$12.3K -177 -1%
EWM
879
Elmwood Wealth Management
California
$875K +$1.32K +19 +0.2%
LSAG
880
Lake Street Advisors Group
New Hampshire
$873K -$50.1K -721 -6%
AWM
881
Apollon Wealth Management
South Carolina
$872K +$163K +2,344 +24%
PTP
882
Platform Technology Partners
New York
$871K – – –
AT
883
Arden Trust
Delaware
$864K -$25.4K -366 -3%
MYIA
884
Mount Yale Investment Advisors
Colorado
$862K +$266K +3,832 +47%
WFA
885
Wipfli Financial Advisors
Wisconsin
$861K +$831K +11,975 New
ATWA
886
Arbor Trust Wealth Advisors
Michigan
$859K -$19K -274 -2%
HA
887
Hamel Associates
New Jersey
$856K -$38.2K -550 -4%
BWAM
888
Boyd Watterson Asset Management
Ohio
$856K +$25.5K +368 +3%
SAI
889
Systematic Alpha Investments
New Jersey
$855K – – –
HBT
890
Heartland Bank & Trust
Illinois
$848K -$11.5K -166 -1%
ICM
891
IMS Capital Management
Oregon
$847K – – –
WPW
892
Waldron Private Wealth
Pennsylvania
$845K +$34.9K +502 +4%
PIA
893
Powell Investment Advisors
Florida
$844K – – –
MME
894
Meag Munich Ergo
Germany
$844K +$575K +8,277 +239%
HWA
895
HCR Wealth Advisors
California
$842K -$2.08K -30 -0.3%
CYG
896
Clean Yield Group
Vermont
$837K +$7.91K +114 +1%
MMC
897
Mizuho Markets Cayman
Cayman Islands
$829K -$260K -3,749 -25%
AIM
898
Anchor Investment Management
South Carolina
$827K +$150K +2,165 +23%
BWA
899
Bordeaux Wealth Advisors
California
$827K -$18.6K -268 -2%
SIC
900
Salem Investment Counselors
North Carolina
$816K +$48K +692 +6%
34 35
36
37 38