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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1026
Oder Investment Management
California
$656K +$917K +12,526 New
DGAM
1027
Desjardins Global Asset Management
Quebec, Canada
$656K +$533K +7,282 +139%
TNBTD
1028
Trustmark National Bank Trust Department
Mississippi
$655K +$589K +8,050 +181%
CA
1029
Clearstead Advisors
Ohio
$654K +$158K +2,153 +21%
CAM
1030
Cresset Asset Management
Illinois
$654K +$27.2K +372 +3%
SC
1031
Sonen Capital
California
$652K -$688K -9,390 -43%
PAM
1032
Paradigm Asset Management
New York
$650K – – –
AWM
1033
Atticus Wealth Management
Florida
$649K +$363K +4,961 +67%
SIC
1034
Salem Investment Counselors
North Carolina
$648K +$76.9K +1,050 +9%
SBIA
1035
Sheaff Brock Investment Advisors
Indiana
$646K +$429K +5,865 +91%
FFC
1036
First Financial Corp
Indiana
$643K -$32.7K -447 -4%
RIA
1037
Realta Investment Advisors
Delaware
$639K +$117K +1,597 +15%
WPW
1038
Waldron Private Wealth
Pennsylvania
$635K +$27.1K +370 +3%
KCM
1039
KLK Capital Management
California
$634K +$886K +12,097 New
FC
1040
Financial Consulate
Maryland
$633K +$13.5K +185 +2%
MA
1041
Mutual Advisors
Nebraska
$632K +$277K +3,787 +46%
RSWM
1042
Robertson Stephens Wealth Management
California
$630K +$423K +5,778 +93%
GP
1043
Greenline Partners
New York
$629K – – –
MA
1044
MYDA Advisors
New York
$629K -$586K -8,000 -40%
HA
1045
Hamel Associates
New Jersey
$624K – – –
PTP
1046
Platform Technology Partners
New York
$623K -$13.7K -187 -2%
MC
1047
Moors & Cabot
Massachusetts
$621K +$439K +5,990 +102%
HWA
1048
HCR Wealth Advisors
California
$621K +$42.8K +585 +5%
QI
1049
Qtron Investments
Massachusetts
$618K +$258K +3,522 +43%
DAS
1050
Dynamic Advisor Solutions
Arizona
$617K +$467K +6,376 +118%
40 41
42
43 44