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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
951
Manchester Capital Management
Vermont
$347K +$266K +4,379 +461%
RMDI
952
R.M. Davis Inc
Maine
$345K -$61.2K -1,010 -16%
BAM
953
Berkshire Asset Management
Pennsylvania
$345K – – –
IC
954
Inverness Counsel
New York
$344K -$1.39M -22,936 -81%
BAIA
955
Bel Air Investment Advisors
California
$344K +$320K +5,275 New
BTW
956
Boston Trust Walden
Massachusetts
$343K – – –
CA
957
Crumly & Associates
Illinois
$342K +$58.5K +965 +23%
WAS
958
WESPAC Advisors SoCal
California
$339K – – –
AWM
959
Apollon Wealth Management
South Carolina
$339K +$315K +5,196 New
CA
960
Cetera Advisors
Colorado
$335K -$115K -1,904 -27%
ST
961
Smithfield Trust
Pennsylvania
$335K – – –
ACM
962
Advisors Capital Management
New Jersey
$334K +$74.6K +1,231 +31%
MAFM
963
Mid Atlantic Financial Management
Pennsylvania
$331K -$271K -4,474 -47%
AWM
964
Aberdeen Wealth Management
Illinois
$331K -$8.97K -148 -3%
JWM
965
Jeppson Wealth Management
California
$323K -$30.6K -505 -9%
FWCM
966
Ferguson Wellman Capital Management
Oregon
$323K – – –
TA
967
Tiedemann Advisors
New York
$322K -$10.6K -174 -3%
PMFA
968
Plante Moran Financial Advisors
Michigan
$317K -$102K -1,675 -26%
MS
969
Mizuho Securities
Japan
$317K +$295K +4,870 New
MAM
970
Marquette Asset Management
Minnesota
$315K – – –
NNP
971
Nachman Norwood & Parrott
South Carolina
$315K +$849 +14 +0.3%
CWP
972
Curated Wealth Partners
California
$314K -$97.8K -1,613 -25%
UB
973
UMB Bank
Missouri
$313K -$5.4K -89 -2%
PMG
974
ProVise Management Group
Florida
$312K +$33K +544 +13%
PWMAG
975
Pinnacle Wealth Management Advisory Group
New Jersey
$311K +$49.4K +815 +21%
37 38
39
40 41