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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
926
Banque Cantonale Vaudoise
Switzerland
$2.27M +$595K +6,067 +34%
PWM
927
Power Wealth Management
Georgia
$2.26M -$294K -2,997 -11%
JWA
928
JFS Wealth Advisors
Pennsylvania
$2.25M -$62.5K -637 -3%
DT
929
Diversified Trust
Tennessee
$2.25M +$1.26M +12,852 +116%
AWM
930
Aviso Wealth Management
Washington
$2.24M +$62K +632 +3%
AL
931
Aspiriant LLC
California
$2.23M -$53.5K -545 -2%
LAM
932
LOM Asset Management
$2.22M +$82.4K +840 +4%
KWM
933
Kiker Wealth Management
Georgia
$2.19M +$2.28M +23,283 New
CTA
934
Chesley Taft & Associates
Illinois
$2.18M -$7.94K -81 -0.3%
ES
935
Element Squared
Minnesota
$2.18M +$2.27M +23,180 New
SAM
936
Smartleaf Asset Management
Massachusetts
$2.16M +$227K +2,314 +11%
IAS
937
Investment Advisory Services
Texas
$2.16M -$179K -1,829 -7%
TAM
938
Tealwood Asset Management
Minnesota
$2.16M +$10.9K +111 +0.5%
CHC
939
City Holding Co
West Virginia
$2.16M +$233K +2,377 +12%
FRM
940
Fox Run Management
Connecticut
$2.15M +$980K +9,996 +76%
HP
941
Havemeyer Place
Connecticut
$2.14M +$1.07M +10,906 +92%
KJHP
942
K.J. Harrison & Partners
Ontario, Canada
$2.14M -$118K -1,200 -5%
TP
943
TritonPoint Partners
Maryland
$2.14M +$2.23M +22,733 New
DIS
944
Diversified Investment Strategies
Louisiana
$2.13M -$196 -2 -0%
TWC
945
TD Waterhouse Canada
Ontario, Canada
$2.12M -$2.52M -25,679 -53%
BA
946
Bridgewater Associates
Connecticut
$2.12M -$30.2M -307,453 -93%
UPS
947
UHLMANN PRICE SECURITIES
Illinois
$2.12M +$925K +9,427 +73%
WWM
948
Wolff Wiese Magana
California
$2.12M +$6.08K +62 +0.3%
DAS
949
Dynamic Advisor Solutions
Arizona
$2.1M +$31.5K +321 +1%
PVI
950
Pine Valley Investments
New Jersey
$2.07M +$5.49K +56 +0.3%
36 37
38
39 40