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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DKCM
1151
Davidson Kahn Capital Management
California
$1.03M -$1.68K -20 -0.2%
JMFC
1152
J.M. Forbes & Co
Massachusetts
$1.03M – – –
PL
1153
Perpetual Ltd
Australia
$1.03M -$14.4K -172 -2%
IFWM
1154
Institute for Wealth Management
Colorado
$1.03M -$1.93K -23 -0.2%
PAM
1155
Palisade Asset Management
Minnesota
$1.02M -$3.35K -40 -0.4%
TNB
1156
Thomasville National Bank
Georgia
$1.02M -$11.9K -142 -1%
BWP
1157
Balboa Wealth Partners
Arizona
$1.02M +$43.6K +521 +5%
PAMP
1158
Polar Asset Management Partners
Ontario, Canada
$1.01M +$929K +11,100 New
CA
1159
Capital Advantage
California
$1.01M +$249K +2,979 +37%
BMCM
1160
Burns Matteson Capital Management
New York
$1.01M -$25.5K -304 -3%
CG
1161
Cynosure Group
Utah
$1.01M +$3.52K +42 +0.4%
4WM
1162
44 Wealth Management
Oregon
$1.01M +$924K +11,041 New
NJIM
1163
Nabity-Jensen Investment Management
Nebraska
$1.01M +$586 +7 +0.1%
CFB
1164
Cullen/Frost Bankers
Texas
$1.01M +$99.1K +1,183 +12%
SWK
1165
Stephen W. Kidder
$1.01M +$923K +11,025 New
SW
1166
Simplicity Wealth
New Jersey
$1M +$528K +6,300 +134%
SRA
1167
Secured Retirement Advisors
Minnesota
$1M -$68K -812 -7%
SRWM
1168
Shira Ridge Wealth Management
California
$1M +$84 +1 +0%
SCTC
1169
Sanibel Captiva Trust Company
Florida
$999K +$617K +7,370 +206%
IC
1170
Iconiq Capital
California
$992K +$241K +2,880 +36%
HCM
1171
Howard Capital Management
Georgia
$990K +$235K +2,812 +35%
TC
1172
TownSquare Capital
Utah
$989K -$10.8M -129,109 -92%
AG
1173
AIA Group
Hong Kong
$987K -$145K -1,736 -14%
CGL
1174
Clarius Group LLC
Washington
$985K +$78K +931 +9%
TIM
1175
Thor Investment Management
Ohio
$980K +$2.76K +33 +0.3%
45 46
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48 49