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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
901
Greenline Partners
New York
$2.25M – – –
CIA
902
Cape Investment Advisory
Georgia
$2.21M -$121K -1,323 -5%
VNA
903
Valley National Advisers
Pennsylvania
$2.21M -$30.5K -334 -1%
AL
904
Aspiriant LLC
California
$2.2M +$13.4K +147 +0.6%
QT
905
Quantbot Technologies
New York
$2.2M -$891K -9,771 -29%
EP
906
Edgestream Partners
New Jersey
$2.19M +$2.17M +23,747 New
RP
907
Riverwater Partners
Wisconsin
$2.16M +$156K +1,714 +8%
JWA
908
JFS Wealth Advisors
Pennsylvania
$2.16M -$57.6K -632 -3%
JFG
909
Jefferies Financial Group
New York
$2.15M +$203K +2,225 +11%
AWM
910
Aviso Wealth Management
Washington
$2.15M -$49.2K -540 -2%
SAI
911
Systematic Alpha Investments
New Jersey
$2.14M +$2.11M +23,141 New
IAS
912
Investment Advisory Services
Texas
$2.12M -$3.74K -41 -0.2%
TAM
913
Tealwood Asset Management
Minnesota
$2.11M -$8.48K -93 -0.4%
CHC
914
City Holding Co
West Virginia
$2.11M -$9.3K -102 -0.4%
SAM
915
Smartleaf Asset Management
Massachusetts
$2.11M – – –
KJHP
916
K.J. Harrison & Partners
Ontario, Canada
$2.1M – – –
CGF
917
Constant Guidance Financial
Massachusetts
$2.09M +$2.07M +22,663 New
CTA
918
Chesley Taft & Associates
Illinois
$2.09M -$54.5K -598 -3%
DIS
919
Diversified Investment Strategies
Louisiana
$2.09M – – –
ONB
920
Old National Bancorp
Indiana
$2.08M +$167K +1,827 +9%
WWM
921
Wolff Wiese Magana
California
$2.07M -$5.56K -61 -0.3%
UPS
922
UHLMANN PRICE SECURITIES
Illinois
$2.07M +$4.56K +50 +0.2%
DTL
923
Dynamic Technology Lab
Singapore
$2.07M +$754K +8,268 +58%
MW
924
Maia Wealth
Colorado
$2.06M -$418K -4,582 -17%
WWM
925
WT Wealth Management
Arizona
$2.06M +$375K +4,111 +23%
35 36
37
38 39