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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
1126
Lincoln National Corp
Pennsylvania
$333K +$22.3K +323 +7%
MM
1127
MQS Management
New York
$332K +$362K +5,247 New
PCM
1128
Poehling Capital Management
Wisconsin
$332K +$363K +5,259 New
FLI
1129
Family Legacy Inc
South Carolina
$331K – – –
IFA
1130
Index Fund Advisors
California
$331K – – –
AMM
1131
American Money Management
California
$330K -$15.9K -230 -4%
SC
1132
Savant Capital
Illinois
$329K -$19K -276 -5%
AIM
1133
Alphinity Investment Management
Australia
$328K -$136K -1,971 -28%
FWCM
1134
Ferguson Wellman Capital Management
Oregon
$327K – – –
ST
1135
Smithfield Trust
Pennsylvania
$327K – – –
WPC
1136
Wedmont Private Capital
Pennsylvania
$324K +$45.7K +662 +15%
OIA
1137
OneDigital Investment Advisors
Kansas
$323K -$13.7K -198 -4%
NSB
1138
Norway Savings Bank
Maine
$322K -$8.62K -125 -2%
AMR
1139
Asset Management Resources
Massachusetts
$321K -$9.03K -131 -3%
NRW
1140
Nova R Wealth
Kansas
$320K +$9.38K +136 +3%
OWP
1141
Obermeyer Wealth Partners
Colorado
$319K – – –
LJAC
1142
L.J. Altfest & Co
New York
$319K +$348K +5,050 New
B
1143
Barings
North Carolina
$317K -$197K -2,852 -36%
DCM
1144
Difesa Capital Management
New York
$316K – – –
CC
1145
Corton Capital
Ontario, Canada
$316K +$345K +5,000 New
DGAM
1146
Desjardins Global Asset Management
Quebec, Canada
$315K +$4.34K +63 +1%
RWA
1147
Ropes Wealth Advisors
Massachusetts
$313K -$1.38K -20 -0.4%
PFS
1148
Prospera Financial Services
Texas
$311K -$2.17M -31,419 -86%
CCA
1149
Childress Capital Advisors
Texas
$311K -$17.9K -260 -5%
WAP
1150
Wealthcare Advisory Partners
Pennsylvania
$309K -$9.31K -135 -3%
44 45
46
47 48