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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1026
Berman Capital Advisors
Georgia
$128K +$50.7K +1,120 +86%
VCG
1027
Vantage Consulting Group
Virginia
$127K +$108K +2,396 New
AIM
1028
Acropolis Investment Management
Missouri
$124K +$106K +2,347 New
ADIM
1029
Alpha DNA Investment Management
Maryland
$123K +$106K +2,333 New
AIM
1030
Anchor Investment Management
South Carolina
$121K -$29.4K -650 -22%
AF
1031
Allworth Financial
California
$116K +$75.3K +1,663 +319%
VRM
1032
Vectors Research Management
New York
$108K +$68.9K +1,522 +293%
TF
1033
TimeScale Financial
Massachusetts
$107K +$317 +7 +0.3%
PAI
1034
Pittenger & Anderson Inc
Nebraska
$106K -$45.3K -1,000 -33%
FCM
1035
Firestone Capital Management
Florida
$106K – – –
SFSIG
1036
San Francisco Sentry Investment Group
California
$106K +$17.9K +396 +25%
RTC
1037
Riverview Trust Company
Washington
$105K – – –
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$104K +$11.1K +246 +14%
LC
1039
Lindbrook Capital
California
$103K +$679 +15 +0.8%
CCA
1040
Childress Capital Advisors
Texas
$102K +$87.1K +1,925 New
HBT
1041
Hills Bank & Trust
Iowa
$102K +$87.8K +1,939 New
DWM
1042
Defined Wealth Management
Oregon
$101K +$85.8K +1,895 New
HFM
1043
Hartford Financial Management
Connecticut
$95K – – –
GWS
1044
Glassman Wealth Services
Virginia
$94K +$10.8K +239 +16%
OIA
1045
Optimum Investment Advisors
Illinois
$94K +$24.5K +542 +44%
NSIM
1046
North Star Investment Management
Illinois
$93K +$136 +3 +0.2%
RE
1047
RBC Europe
United Kingdom
$91.9K +$5.75K +127 +8%
ICP
1048
Interchange Capital Partners
Pennsylvania
$91K +$77.8K +1,718 New
CI
1049
CX Institutional
Indiana
$90K +$12.7K +281 +20%
DAM
1050
Delta Asset Management
Tennessee
$89K +$11.3K +250 +17%
40 41
42
43 44