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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Cetera Advisors
Colorado
$520K +$50.4K +623 +11%
DIA
1002
Davidson Investment Advisors
Montana
$519K -$12.1K -150 -2%
OPS
1003
Orion Portfolio Solutions
Nebraska
$517K +$39.2K +484 +9%
TC
1004
TAGStone Capital
North Carolina
$517K +$498K +6,153 New
HI
1005
Harbour Investments
Wisconsin
$516K -$190K -2,344 -28%
BFPW
1006
BOK Financial Private Wealth
Colorado
$515K +$69.6K +860 +16%
WI
1007
Wintrust Investments
Illinois
$514K -$24.3K -300 -5%
BCM
1008
BTR Capital Management
California
$504K -$4.85K -60 -1%
MC
1009
Moors & Cabot
Massachusetts
$504K -$1.62K -20 -0.3%
FLI
1010
Family Legacy Inc
South Carolina
$500K – – –
TCA
1011
Transcend Capital Advisors
New Jersey
$496K +$8.74K +108 +2%
PCM
1012
Pointe Capital Management
Michigan
$495K – – –
AMR
1013
Asset Management Resources
Massachusetts
$494K +$475K +5,877 New
MA
1014
Mutual Advisors
Nebraska
$493K +$15.4K +191 +3%
O
1015
Ossiam
France
$491K -$893K -11,038 -65%
PCS
1016
Personal CFO Solutions
New Jersey
$490K -$22.6K -280 -5%
EL
1017
Essex LLC
Illinois
$487K -$815K -10,077 -63%
AG
1018
AIA Group
Hong Kong
$486K -$67.4K -833 -13%
EI
1019
Ellevest Inc
New York
$486K +$93.3K +1,153 +25%
CB
1020
CNB Bank
Pennsylvania
$485K -$2.02K -25 -0.4%
NB
1021
Nicolet Bankshares
Wisconsin
$484K -$80.9K -1,000 -15%
BIC
1022
Beach Investment Counsel
Pennsylvania
$483K – – –
HFM
1023
Harvest Fund Management
China
$482K +$368K +4,551 +390%
CPA
1024
Court Place Advisors
Maryland
$479K – – –
RCAG
1025
Rehmann Capital Advisory Group
Michigan
$479K -$30.3K -374 -6%
39 40
41
42 43