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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
1151
Y-Intercept (HK)
Hong Kong
$677K -$2.21M -29,882 -76%
CI
1152
CX Institutional
Indiana
$676K +$2.44K +33 +0.4%
BFEC
1153
Benjamin F. Edwards & Company
Missouri
$675K -$258K -3,497 -28%
TAM
1154
Titleist Asset Management
Texas
$674K -$49.8K -674 -7%
OCM
1155
One Capital Management
California
$667K +$669K +9,053 New
HBT
1156
Heartland Bank & Trust
Illinois
$666K +$5.91K +80 +0.9%
LWAM
1157
Legacy Wealth Asset Management
Minnesota
$665K -$116K -1,564 -15%
OPCM
1158
Osborne Partners Capital Management
California
$665K – – –
KA
1159
Kearns & Associates
California
$663K – – –
ECU
1160
Eisler Capital (US)
New York
$663K +$665K +9,000 New
ECG
1161
Edge Capital Group
Georgia
$663K -$739 -10 -0.1%
IAS
1162
Insigneo Advisory Services
Florida
$663K -$602K -8,143 -43%
NB
1163
NBT Bank
New York
$660K +$2.07K +28 +0.3%
BIG
1164
Brooklyn Investment Group
New York
$659K – – –
AWA
1165
Arkadios Wealth Advisors
Georgia
$658K +$181K +2,450 +38%
ACA
1166
Aptus Capital Advisors
Alabama
$655K -$1.53M -20,694 -70%
RA
1167
RFG Advisory
Alabama
$649K +$45.1K +610 +7%
BFA
1168
Bragg Financial Advisors
North Carolina
$647K +$143K +1,940 +28%
KWM
1169
Keebeck Wealth Management
Illinois
$646K – – –
RSVP
1170
Ramsay Stattman Vela & Price
Colorado
$645K +$59.8K +810 +10%
PO
1171
Private Ocean
California
$644K +$134K +1,809 +26%
LJAC
1172
L.J. Altfest & Co
New York
$644K -$456K -6,177 -41%
VC
1173
Veracity Capital
Georgia
$644K -$52.7K -714 -8%
NC
1174
Napatree Capital
Rhode Island
$643K -$201K -2,718 -24%
KA
1175
Keene & Associates
Texas
$642K +$5.98K +81 +0.9%
45 46
47
48 49