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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
1076
State of Wyoming
Wyoming
$479K +$528 +6 +0.1%
PM
1077
Parametrica Management
Hong Kong
$479K +$499K +5,674 New
QPWM
1078
Quadrant Private Wealth Management
Pennsylvania
$478K -$59.6K -677 -11%
PWP
1079
Principle Wealth Partners
Connecticut
$478K – – –
NB
1080
Nicolet Bankshares
Wisconsin
$477K -$8.8K -100 -2%
RWM
1081
Ritholtz Wealth Management
New York
$476K +$57.5K +654 +13%
MHR
1082
Matthew Hamilton Rosenberg
$475K +$69.1K +786 +16%
JLBC
1083
J.L. Bainbridge & Co
Florida
$472K – – –
TWM
1084
TriaGen Wealth Management
California
$471K +$491K +5,585 New
PVH
1085
Psagot Value Holdings
Israel
$470K -$111K -1,261 -18%
CPA
1086
Court Place Advisors
Maryland
$464K -$17.6K -200 -4%
RWP
1087
Ridgecrest Wealth Partners
California
$464K – – –
A
1088
Astrantus
Cyprus
$464K +$484K +5,500 New
AA
1089
Addison Advisors
Vermont
$463K +$704 +8 +0.1%
SC
1090
Savant Capital
Illinois
$462K +$6.6K +75 +1%
AMM
1091
American Money Management
California
$460K -$94.9K -1,079 -17%
CC
1092
Centiva Capital
New York
$459K -$578K -6,568 -55%
CP
1093
CenterBook Partners
Connecticut
$459K +$59.7K +679 +14%
BAM
1094
Berkshire Asset Management
Pennsylvania
$456K -$13.2K -150 -3%
AWM
1095
Aberdeen Wealth Management
Illinois
$456K +$15.5K +176 +3%
BIM
1096
Baldwin Investment Management
Pennsylvania
$455K +$24.2K +275 +5%
SPI
1097
Sutton Place Investors
New York
$453K -$14.2K -161 -2%
TCM
1098
Traynor Capital Management
Pennsylvania
$451K -$5.28K -60 -1%
FLI
1099
Family Legacy Inc
South Carolina
$449K – – –
MGWM
1100
Marks Group Wealth Management
Minnesota
$449K – – –
42 43
44
45 46