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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
926
Ascent Wealth Partners
New York
$1.36M +$35.1K +608 +3%
WTC
927
WhitTier Trust Company
Nevada
$1.35M -$170K -2,946 -13%
BOH
928
Bank of Hawaii
Hawaii
$1.35M -$199K -3,439 -15%
IAS
929
Insigneo Advisory Services
Florida
$1.35M +$301K +5,216 +36%
HHAA
930
Henry H. Armstrong Associates
Pennsylvania
$1.35M -$289K -5,000 -20%
LCM
931
Laurion Capital Management
New York
$1.35M -$17.7M -306,949 -94%
CGA
932
Crescent Grove Advisors
Illinois
$1.35M +$12.8K +221 +1%
RP
933
Riverwater Partners
Wisconsin
$1.35M +$47.5K +823 +4%
TP
934
Tranquility Partners
Tennessee
$1.34M -$66.3K -1,148 -6%
CCM
935
Chaney Capital Management
Washington
$1.34M +$1.12M +19,423 New
BCM
936
Bayesian Capital Management
New York
$1.33M +$1.12M +19,400 New
HWAM
937
Hennion & Walsh Asset Management
New Jersey
$1.33M -$539K -9,325 -33%
RWB
938
RMR Wealth Builders
New Jersey
$1.33M +$216K +3,744 +24%
JLBC
939
J.L. Bainbridge & Co
Florida
$1.33M -$10.8K -187 -1%
GRP
940
Global Retirement Partners
California
$1.32M +$99.2K +1,718 +9%
TYCC
941
Texas Yale Capital Corp
Florida
$1.32M +$54.8K +949 +5%
TCM
942
Telos Capital Management
California
$1.32M +$1.11M +19,196 New
GSEP
943
Golden State Equity Partners
California
$1.31M +$369K +6,383 +50%
ZIG
944
Zullo Investment Group
Pennsylvania
$1.31M +$224K +3,878 +26%
MIM
945
Morningstar Investment Management
Illinois
$1.3M +$1.09M +18,910 New
GAA
946
Guardian Asset Advisors
Pennsylvania
$1.29M +$1.08M +18,740 New
BAM
947
Belpointe Asset Management
Nevada
$1.29M -$163K -2,815 -13%
RA
948
RiverPark Advisors
New York
$1.28M +$59.7K +1,033 +6%
TAM
949
Trust Asset Management
Texas
$1.28M – – –
BWP
950
Balboa Wealth Partners
Arizona
$1.28M +$165K +2,852 +18%
36 37
38
39 40