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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
901
HB Wealth Management
Georgia
$1.06M +$343K +4,419 +53%
EWM
902
Elmwood Wealth Management
California
$1.06M +$41.5K +535 +4%
WFA
903
West Financial Advisors
Iowa
$1.05M – – –
GAM
904
Gemmer Asset Management
California
$1.05M +$466 +6 +0%
OA
905
Operose Advisors
Wisconsin
$1.04M +$621K +8,006 +179%
BWM
906
BerganKDV Wealth Management
Minnesota
$1.04M +$142K +1,829 +17%
PAM
907
Paradigm Asset Management
New York
$1.03M +$962K +12,400 New
CPO
908
Cerity Partners OCIO
New York
$1.02M -$65.3K -841 -6%
DCM
909
Davidson Capital Management
Texas
$1.02M +$954K +12,298 New
DT
910
Diversified Trust
Tennessee
$1.02M +$113K +1,459 +14%
OPS
911
Orion Portfolio Solutions
Nebraska
$1.02M +$221K +2,843 +30%
ATWA
912
Arbor Trust Wealth Advisors
Michigan
$1.01M +$14K +180 +2%
LSAG
913
Lake Street Advisors Group
New Hampshire
$1.01M -$4.27K -55 -0.5%
PTP
914
Platform Technology Partners
New York
$1.01M -$3.26K -42 -0.3%
SMC
915
Smith, Moore & Co
Missouri
$1M +$106K +1,366 +13%
GP
916
Greenline Partners
New York
$1,000K +$195K +2,511 +26%
MYIA
917
Mount Yale Investment Advisors
Colorado
$993K -$5.59K -72 -0.6%
HA
918
Hamel Associates
New Jersey
$992K – – –
FC
919
Financial Consulate
Maryland
$991K -$46.2K -595 -5%
SAI
920
Systematic Alpha Investments
New Jersey
$991K – – –
SAM
921
Summit Asset Management
Tennessee
$991K -$46.6K -600 -5%
PIA
922
Powell Investment Advisors
Florida
$984K +$6.05K +78 +0.7%
TC
923
TownSquare Capital
Utah
$984K +$110K +1,412 +14%
ICM
924
IMS Capital Management
Oregon
$981K – – –
MME
925
Meag Munich Ergo
Germany
$978K – – –
35 36
37
38 39