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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1101
Thoroughbred Financial Services
Tennessee
$789K -$18.8K -251 -2%
CFM
1102
Capricorn Fund Managers
United Kingdom
$788K +$798K +10,665 New
HHAA
1103
Henry H. Armstrong Associates
Pennsylvania
$784K -$524K -7,000 -40%
GAM
1104
Gemmer Asset Management
California
$782K +$6.06K +81 +0.8%
JF
1105
Jericho Financial
Ohio
$781K +$789K +10,548 New
MAM
1106
Mystic Asset Management
Rhode Island
$777K +$40.5K +541 +5%
VPW
1107
Variant Private Wealth
Virginia
$774K +$782K +10,452 New
MIM
1108
Moseley Investment Management
Florida
$773K – – –
P
1109
Pitcairn
Pennsylvania
$765K +$31.5K +421 +4%
IIA
1110
Integral Investment Advisors
California
$763K -$54.5K -728 -7%
LRIA
1111
Leonard Rickey Investment Advisors
Washington
$754K +$143K +1,912 +23%
PWMAG
1112
Pinnacle Wealth Management Advisory Group
New Jersey
$750K -$4.26K -57 -0.6%
MP
1113
Mangrove Partners
Connecticut
$749K +$758K +10,126 New
AT
1114
Avalon Trust
New Mexico
$749K +$8.98K +120 +1%
RBI
1115
Raiffeisen Bank International
Austria
$745K +$754K +10,082 New
CWA
1116
Canvas Wealth Advisors
Kansas
$745K -$101K -1,352 -12%
IPW
1117
Invictus Private Wealth
Colorado
$743K -$1.12K -15 -0.1%
OTL
1118
Oak Thistle LLC
New York
$741K -$887K -11,849 -54%
BWM
1119
BigSur Wealth Management
Florida
$740K – – –
EDRH
1120
Edmond de Rothschild Holding
Switzerland
$740K – – –
MUAMU
1121
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$740K +$748K +10,000 New
BAM
1122
Belpointe Asset Management
Nevada
$739K +$71.7K +958 +9%
CFB
1123
Cullen/Frost Bankers
Texas
$738K -$115K -1,540 -13%
FA
1124
Faithward Advisors
Pennsylvania
$737K -$64.9K -867 -8%
BOS
1125
Bank of Stockton
California
$735K -$29.5K -394 -4%
43 44
45
46 47