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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
901
Hall Capital Management
Rhode Island
$1.45M +$67.6K +1,171 +6%
NIM
902
NEOS Investment Management
Connecticut
$1.45M +$316K +5,474 +35%
AIM
903
Aspen Investment Management
Michigan
$1.45M +$62.3K +1,079 +5%
HAM
904
Hedges Asset Management
Nevada
$1.44M – – –
GAG
905
GM Advisory Group
New York
$1.44M +$43.3K +750 +4%
MFS
906
Monetta Financial Services
Illinois
$1.43M – – –
FA
907
FDx Advisors
Illinois
$1.43M -$126K -2,178 -9%
NHC
908
Nicholas Hoffman & Company
Georgia
$1.42M -$42.9K -743 -3%
CSIC
909
Clifford Swan Investment Counsel
California
$1.42M -$289 -5 -0%
DWM
910
Dakota Wealth Management
Florida
$1.41M +$17.2K +297 +1%
VSQM
911
V-Square Quantitative Management
Illinois
$1.41M +$411K +7,116 +53%
BCM
912
Birmingham Capital Management
Alabama
$1.41M -$57.8K -1,000 -5%
AI
913
AXS Investments
New York
$1.4M -$40K -693 -3%
BBP
914
Banco BTG Pactual
Brazil
$1.39M -$4.06M -70,367 -78%
LAM
915
Lummis Asset Management
Texas
$1.39M +$1.17M +20,217 New
EWA
916
EverSource Wealth Advisors
Alabama
$1.39M +$38K +658 +3%
WA
917
Wealth Alliance
New York
$1.38M +$10.2K +176 +0.9%
BP
918
Ballentine Partners
Massachusetts
$1.38M +$318K +5,501 +38%
SDIC
919
South Dakota Investment Council
South Dakota
$1.38M – – –
RIL
920
Rothschild Investment LLC
Illinois
$1.38M +$65.5K +1,134 +6%
GA
921
Greenhaven Associates
New York
$1.38M – – –
MCCP
922
Mission Creek Capital Partners
California
$1.37M +$114K +1,971 +11%
UB
923
UMB Bank
Missouri
$1.37M -$1.03M -17,785 -47%
JWM
924
Jeppson Wealth Management
California
$1.36M +$126K +2,177 +12%
CC
925
Copperleaf Capital
North Carolina
$1.36M +$33.4K +578 +3%
35 36
37
38 39