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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1051
Smithfield Trust
Pennsylvania
$434K -$81 -1 -0%
ET
1052
Equitable Trust
Tennessee
$433K +$39.9K +493 +11%
BIM
1053
Baldwin Investment Management
Pennsylvania
$431K -$809 -10 -0.2%
DGAM
1054
Desjardins Global Asset Management
Quebec, Canada
$430K +$414K +5,120 New
BCM
1055
Bluefin Capital Management
New York
$429K +$413K +5,100 New
PAS
1056
Park Avenue Securities
New York
$428K +$23.5K +291 +6%
RMDI
1057
R.M. Davis Inc
Maine
$427K -$7.28K -90 -2%
RSWM
1058
Robertson Stephens Wealth Management
California
$424K +$971 +12 +0.2%
OWP
1059
Obermeyer Wealth Partners
Colorado
$424K +$6.07K +75 +2%
WFI
1060
West Family Investments
California
$424K +$408K +5,041 New
DCM
1061
Difesa Capital Management
New York
$421K +$404K +5,000 New
RWM
1062
Ritholtz Wealth Management
New York
$420K +$174K +2,145 +75%
DAS
1063
Dynamic Advisor Solutions
Arizona
$419K -$243 -3 -0.1%
YWP
1064
YorkBridge Wealth Partners
New York
$415K – – –
KA
1065
Keene & Associates
Texas
$415K +$399K +4,935 New
FWCM
1066
Ferguson Wellman Capital Management
Oregon
$411K – – –
E
1067
Ergoteles
New York
$411K +$395K +4,883 New
NRW
1068
Nova R Wealth
Kansas
$411K +$396K +4,890 New
MHR
1069
Matthew Hamilton Rosenberg
$407K -$4.37K -54 -1%
MAM
1070
Marquette Asset Management
Minnesota
$407K – – –
VVP
1071
Venture Visionary Partners
Ohio
$407K +$75.3K +931 +24%
PCM
1072
Prelude Capital Management
New York
$406K -$154K -1,909 -28%
PF
1073
Phoenix Financial
Israel
$406K -$42.7K -528 -10%
APA
1074
American Portfolios Advisors
New York
$406K +$55.7K +689 +17%
FHA
1075
First Horizon Advisors
Tennessee
$405K +$15.5K +192 +4%
41 42
43
44 45