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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1151
Boyd Watterson Asset Management
Ohio
$533K +$53.5K +886 +10%
CYG
1152
Clean Yield Group
Vermont
$532K – – –
CQS
1153
Credential Qtrade Securities
$530K +$42.7K +706 +8%
ORC
1154
O'Rourke & Company
Massachusetts
$529K +$82.4K +1,364 +17%
BFS
1155
Bradley Foster & Sargent
Connecticut
$526K – – –
EBT
1156
Enterprise Bank & Trust
Massachusetts
$526K -$5.62K -93 -1%
DAM
1157
Doheny Asset Management
California
$525K -$90.7K -1,500 -14%
OPCM
1158
Osborne Partners Capital Management
California
$524K -$67.9K -1,123 -11%
NO
1159
Ninety One
South Africa
$523K -$73.8K -1,221 -11%
RCG
1160
Regatta Capital Group
California
$518K +$17.5K +289 +3%
SB
1161
Strategic Blueprint
Georgia
$517K +$19.3K +320 +4%
PCS
1162
Personal CFO Solutions
New Jersey
$516K +$101K +1,665 +22%
TPCW
1163
TD Private Client Wealth
New York
$515K +$35.4K +586 +7%
CM
1164
Castleark Management
Illinois
$514K – – –
AI
1165
Atom Investors
Texas
$512K +$564K +9,334 New
KFP
1166
KMG Fiduciary Partners
Ohio
$507K +$23.9K +396 +4%
OFG
1167
Omega Financial Group
California
$506K -$1.99K -33 -0.4%
MW
1168
Marcum Wealth
Ohio
$502K +$223K +3,691 +68%
HBT
1169
Heartland Bank & Trust
Illinois
$501K +$6.95K +115 +1%
SBIA
1170
Sheaff Brock Investment Advisors
Indiana
$499K +$121K +2,000 +28%
EFS
1171
Essex Financial Services
Connecticut
$497K +$23.2K +384 +4%
CL
1172
Choreo LLC
Illinois
$495K +$23K +380 +4%
HAI
1173
Hennessy Advisors Inc
California
$494K -$363K -6,000 -40%
KA
1174
Kearns & Associates
California
$494K – – –
TCM
1175
Traynor Capital Management
Pennsylvania
$494K +$7.31K +121 +1%
45 46
47
48 49