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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1001
Lummis Asset Management
Texas
$1.9M -$48.2K -508 -3%
WIM
1002
WealthPlan Investment Management
Nebraska
$1.9M +$1.3M +13,669 +255%
GAA
1003
Guardian Asset Advisors
Pennsylvania
$1.88M +$55.1K +581 +3%
JWM
1004
Jeppson Wealth Management
California
$1.88M -$9.49K -100 -0.5%
RBI
1005
Raiffeisen Bank International
Austria
$1.87M -$115K -1,216 -6%
FC
1006
FORA Capital
Florida
$1.87M +$1.13M +11,904 New
GSEP
1007
Golden State Equity Partners
California
$1.87M +$455K +4,797 +35%
RC
1008
RBF Capital
California
$1.85M – – –
WPC
1009
Wedmont Private Capital
Pennsylvania
$1.84M +$45K +474 +3%
PWA
1010
Providence Wealth Advisors
Illinois
$1.83M +$12.5K +132 +0.8%
TF
1011
TLWM Financial
Texas
$1.82M -$49.5K -522 -3%
AWM
1012
Avior Wealth Management
Nebraska
$1.82M -$226K -2,386 -12%
BOH
1013
Bank of Hawaii
Hawaii
$1.81M – – –
AC
1014
Arjuna Capital
North Carolina
$1.81M +$13.5K +142 +0.8%
HAS
1015
HBW Advisory Services
California
$1.81M +$123K +1,292 +8%
BCV
1016
Banque Cantonale Vaudoise
Switzerland
$1.8M -$238K -2,506 -12%
CAM
1017
Cidel Asset Management
Ontario, Canada
$1.8M – – –
BPIM
1018
Brant Point Investment Management
New York
$1.8M -$1.61M -17,000 -49%
FCBT
1019
First Citizens Bank & Trust
North Carolina
$1.79M +$73K +769 +4%
WS
1020
Wedbush Securities
California
$1.79M +$154K +1,626 +10%
BRWA
1021
B. Riley Wealth Advisors
Florida
$1.78M -$89.7K -945 -5%
CPC
1022
Cookson Peirce & Co
Pennsylvania
$1.78M +$234K +2,471 +16%
CP
1023
CenterBook Partners
Connecticut
$1.77M -$3.95M -41,646 -70%
ASN
1024
Advisory Services Network
Georgia
$1.77M -$805K -8,483 -32%
MWC
1025
MBM Wealth Consultants
Missouri
$1.76M +$13K +137 +0.8%
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