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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1101
Granite Investment Partners
California
$1.17M – – –
BW
1102
Blalock Williams
Alabama
$1.17M +$38.2K +456 +4%
PG
1103
Proffitt & Goodson
Tennessee
$1.16M +$1.76K +21 +0.2%
DWM
1104
Destination Wealth Management
California
$1.16M -$81.3K -971 -7%
CAM
1105
Costello Asset Management
Pennsylvania
$1.16M +$2.18K +26 +0.2%
CFM
1106
Capricorn Fund Managers
United Kingdom
$1.16M -$18.8K -224 -2%
SP
1107
Stablepoint Partners
Massachusetts
$1.16M +$37.5K +448 +4%
AC
1108
Avestar Capital
New York
$1.15M +$211K +2,517 +25%
KCM
1109
Kanawha Capital Management
Virginia
$1.15M – – –
WFA
1110
West Financial Advisors
Iowa
$1.15M – – –
MS
1111
Maven Securities
Jersey
$1.15M -$543K -6,483 -34%
PIA
1112
Panoramic Investment Advisors
Colorado
$1.14M – – –
AAM
1113
Advisors Asset Management
Colorado
$1.14M -$386K -4,606 -27%
DRD
1114
Dennis R. Delaney
$1.14M +$431K +5,145 +70%
NA
1115
Nautilus Advisors
California
$1.14M – – –
ICM
1116
Islay Capital Management
Texas
$1.14M +$8.37K +100 +0.8%
IP
1117
Interval Partners
New York
$1.13M -$13.6M -162,451 -93%
BWAM
1118
Boyd Watterson Asset Management
Ohio
$1.13M +$56.5K +675 +6%
PWG
1119
Portside Wealth Group
Utah
$1.13M +$78.2K +934 +8%
ET
1120
Equitable Trust
Tennessee
$1.12M – – –
OIS
1121
Okabena Investment Services
Minnesota
$1.11M +$1.02M +12,214 New
LIM
1122
Leavell Investment Management
Alabama
$1.11M +$9.88K +118 +1%
HHRDM
1123
H&H Retirement Design & Management
Nevada
$1.11M +$25K +299 +3%
BW
1124
BIP Wealth
Georgia
$1.11M -$381K -4,556 -27%
MA
1125
Mutual Advisors
Nebraska
$1.11M +$3.1K +37 +0.3%
43 44
45
46 47