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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1001
Next Capital Management
New York
$1.52M +$58.8K +702 +4%
GC
1002
Grimes & Company
Massachusetts
$1.52M -$81.9K -978 -6%
EWA
1003
EverSource Wealth Advisors
Alabama
$1.51M +$319K +3,814 +30%
EFG
1004
Embree Financial Group
Illinois
$1.51M +$22.6K +270 +2%
EWM
1005
Elmwood Wealth Management
California
$1.49M – – –
HS
1006
HighVista Strategies
Massachusetts
$1.49M +$1.36M +16,300 New
IIA
1007
IPG Investment Advisors
California
$1.49M +$1.36M +16,286 New
CA
1008
Continuum Advisory
Idaho
$1.48M -$600K -7,171 -31%
SBFM
1009
S-Bank Fund Management
Finland
$1.48M -$114K -1,357 -8%
AM
1010
AGF Management
Ontario, Canada
$1.48M – – –
RBWA
1011
RFG - Bristol Wealth Advisors
Massachusetts
$1.48M +$317K +3,784 +30%
AFG
1012
Atomi Financial Group
New York
$1.47M +$66.4K +793 +5%
AIP
1013
Ameritas Investment Partners
Nebraska
$1.47M -$9.55K -114 -0.7%
SDIC
1014
South Dakota Investment Council
South Dakota
$1.47M -$218K -2,600 -14%
UBG
1015
United Bank (Georgia)
Georgia
$1.46M +$89.6K +1,070 +7%
HFS
1016
Howard Financial Services
Texas
$1.46M +$1.42K +17 +0.1%
ACH
1017
ArrowMark Colorado Holdings
Colorado
$1.45M -$1.83M -21,800 -58%
CHAM
1018
Clear Harbor Asset Management
Connecticut
$1.45M -$48.6K -580 -4%
JAM
1019
Jupiter Asset Management
United Kingdom
$1.44M +$1.33M +15,825 New
RIL
1020
Rothschild Investment LLC
Illinois
$1.44M -$397K -4,747 -23%
FCFC
1021
First Commonwealth Financial Corp
Pennsylvania
$1.44M +$15.7K +188 +1%
WA
1022
Wealth Alliance
New York
$1.44M +$192K +2,291 +17%
CIP
1023
Convergence Investment Partners
Florida
$1.44M -$409K -4,884 -24%
JLBC
1024
J.L. Bainbridge & Co
Florida
$1.43M -$109K -1,302 -8%
CSC
1025
Cove Street Capital
California
$1.43M – – –
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