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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
951
Dana Investment Advisors
Wisconsin
$1.27M +$100K +1,733 +10%
SC
952
Savant Capital
Illinois
$1.26M +$567K +9,817 +115%
MW
953
Maia Wealth
Colorado
$1.26M +$1.06M +18,281 New
LNC
954
Lincoln National Corp
Pennsylvania
$1.25M -$130K -2,259 -11%
SWM
955
Spire Wealth Management
Virginia
$1.25M +$116K +2,016 +11%
CFB
956
Cullen/Frost Bankers
Texas
$1.25M +$6.41K +111 +0.6%
BW
957
BIP Wealth
Georgia
$1.24M – – –
SAM
958
Secure Asset Management
Michigan
$1.23M -$65K -1,126 -6%
MBT
959
Montecito Bank & Trust
California
$1.22M -$2.89K -50 -0.3%
CAM
960
Cidel Asset Management
Ontario, Canada
$1.21M +$194K +3,358 +23%
AGC
961
Alden Global Capital
Florida
$1.21M +$1.02M +17,650 New
BCM
962
Buckhead Capital Management
Georgia
$1.21M -$28.9K -500 -3%
KF
963
Krilogy Financial
Missouri
$1.21M +$220K +3,816 +28%
CAM
964
Columbia Asset Management
Michigan
$1.2M +$75.4K +1,305 +8%
IA
965
Inspire Advisors
Idaho
$1.19M +$416K +7,201 +71%
CCM
966
Coldstream Capital Management
Washington
$1.19M +$199K +3,447 +25%
WS
967
Wedbush Securities
California
$1.18M -$29.7K -514 -3%
RL
968
Retireful LLC
Michigan
$1.17M -$596K -10,315 -38%
LCM
969
Leisure Capital Management
California
$1.17M -$21.7K -375 -2%
KLWA
970
Kelly Lawrence W & Associates
California
$1.17M -$1.44K -25 -0.1%
NC
971
Nightview Capital
Texas
$1.17M +$11.5K +199 +1%
CC
972
Centiva Capital
New York
$1.17M -$24.8K -429 -2%
DM
973
Delphi Management
Massachusetts
$1.17M +$7.28K +126 +0.7%
AWM
974
Aviso Wealth Management
Washington
$1.17M +$979K +16,949 New
QCG
975
Quadrant Capital Group
Ohio
$1.16M +$48.3K +836 +5%
37 38
39
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