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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
926
Telos Capital Management
California
$1.32M -$63K -956 -5%
KF
927
Krilogy Financial
Missouri
$1.32M +$44.1K +670 +4%
BW
928
BIP Wealth
Georgia
$1.31M – – –
CAM
929
Cidel Asset Management
Ontario, Canada
$1.31M +$25.9K +393 +2%
ADIM
930
Alpha DNA Investment Management
Maryland
$1.3M -$1.2M -18,270 -50%
CFB
931
Cullen/Frost Bankers
Texas
$1.3M -$8.36K -127 -0.7%
SIA
932
Schechter Investment Advisors
Michigan
$1.3M +$414K +6,285 +54%
GAMC
933
Garner Asset Management Corp
Texas
$1.29M +$161K +2,441 +16%
DAS
934
Dynamic Advisor Solutions
Arizona
$1.29M +$58.5K +889 +5%
MBT
935
Montecito Bank & Trust
California
$1.28M -$922 -14 -0.1%
BBHC
936
Brown Brothers Harriman & Co
New York
$1.28M -$893K -13,567 -43%
SWP
937
Strategic Wealth Partners
Ohio
$1.27M -$387K -5,883 -25%
CF
938
Centaurus Financial
California
$1.26M +$325K +4,936 +40%
HBT
939
Hills Bank & Trust
Iowa
$1.25M +$34.4K +523 +3%
CCM
940
Coldstream Capital Management
Washington
$1.25M -$2.63K -40 -0.2%
FFM
941
Forum Financial Management
Illinois
$1.24M +$54.9K +834 +5%
DPIM
942
Duff & Phelps Investment Management
Illinois
$1.24M +$49.1K +746 +5%
KLWA
943
Kelly Lawrence W & Associates
California
$1.23M – – –
DM
944
Delphi Management
Massachusetts
$1.23M +$2.83K +43 +0.3%
PCM
945
Parsons Capital Management
Rhode Island
$1.23M +$1.12M +16,995 New
AWM
946
Aviso Wealth Management
Washington
$1.23M – – –
LCM
947
Leisure Capital Management
California
$1.23M -$7.18K -109 -0.6%
FFG
948
Frisch Financial Group
New York
$1.21M -$551K -8,366 -33%
EFG
949
Embree Financial Group
Illinois
$1.21M +$6.52K +99 +0.6%
CAM
950
Columbia Asset Management
Michigan
$1.21M +$8.23K +125 +0.7%
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