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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
951
Wilson & Boucher Capital Management
California
$1.72M -$50.2K -600 -3%
AWA
952
Aaron Wealth Advisors
Illinois
$1.72M +$116K +1,381 +8%
RCM
953
Riverpark Capital Management
New York
$1.7M -$96K -1,146 -6%
SSIM
954
Sheets Smith Investment Management
Texas
$1.7M +$1.56M +18,653 New
LFA
955
Legacy Financial Advisors
Kentucky
$1.7M +$947K +11,313 +155%
RC
956
RBF Capital
California
$1.69M -$83.7K -1,000 -5%
LAM
957
LOM Asset Management
$1.68M +$1.55M +18,454 New
DIA
958
Dana Investment Advisors
Wisconsin
$1.68M +$240K +2,864 +18%
NEI
959
Northwest & Ethical Investments
Ontario, Canada
$1.67M -$151K -1,800 -9%
LGA
960
Lebenthal Global Advisors
New York
$1.67M -$144K -1,717 -9%
CAM
961
Cidel Asset Management
Ontario, Canada
$1.67M – – –
WS
962
Wedbush Securities
California
$1.67M +$178K +2,121 +13%
CIA
963
Concurrent Investment Advisors
Florida
$1.66M +$233K +2,780 +18%
WCM
964
Whitener Capital Management
North Carolina
$1.66M +$28.2K +337 +2%
LFM
965
LGT Fund Management
Liechtenstein
$1.65M +$1.06M +12,625 +229%
PWA
966
Providence Wealth Advisors
Illinois
$1.64M +$55.2K +659 +4%
BPCE
967
Bank Pictet & Cie (Europe)
Germany
$1.64M +$146K +1,747 +11%
DW30
968
Drucker Wealth 3.0
New Jersey
$1.64M -$914K -10,917 -38%
AC
969
Arjuna Capital
North Carolina
$1.63M -$80K -956 -5%
FCBT
970
First Citizens Bank & Trust
North Carolina
$1.62M -$75.2K -898 -5%
MJP
971
Michael J. Puzo
$1.62M +$1.08M +12,950 +268%
HPC
972
HM Payson & Co
Maine
$1.62M -$125K -1,497 -8%
WIS
973
Wright Investors Service
Connecticut
$1.62M +$1.49M +17,746 New
TF
974
TLWM Financial
Texas
$1.61M +$10K +120 +0.7%
MWC
975
MBM Wealth Consultants
Missouri
$1.6M -$31.6K -377 -2%
37 38
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