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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1151
Boyd Watterson Asset Management
Ohio
$1.3M +$32.9K +347 +3%
CCA
1152
Checchi Capital Advisers
California
$1.29M -$4.46K -47 -0.4%
BTI
1153
Blue Trust Inc
Georgia
$1.29M -$43.5K -459 -3%
AMM
1154
American Money Management
California
$1.29M +$271K +2,855 +28%
GWMR
1155
GC Wealth Management RIA
Massachusetts
$1.29M -$1.53M -16,167 -56%
EFS
1156
Essex Financial Services
Connecticut
$1.28M +$9.96K +105 +0.8%
AAM
1157
Advisors Asset Management
Colorado
$1.28M +$265K +2,793 +28%
GIP
1158
Granite Investment Partners
California
$1.28M +$1.8K +19 +0.1%
IQI
1159
Integrated Quantitative Investments
Washington
$1.28M +$325K +3,430 +37%
CAM
1160
Costello Asset Management
Pennsylvania
$1.27M +$190 +2 +0%
HA
1161
Hamel Associates
New Jersey
$1.27M -$30.4K -320 -2%
BW
1162
BIP Wealth
Georgia
$1.27M +$9.01K +95 +0.8%
KIA
1163
Knollwood Investment Advisory
Maryland
$1.27M – – –
NB
1164
Nicolet Bankshares
Wisconsin
$1.26M -$168K -1,771 -12%
WFA
1165
West Financial Advisors
Iowa
$1.26M – – –
SC
1166
Syon Capital
California
$1.26M +$268K +2,820 +29%
SIM
1167
Stratos Investment Management
Ohio
$1.25M +$67.3K +709 +6%
C
1168
Certuity
Florida
$1.25M +$39.4K +415 +3%
GA
1169
Greenhaven Associates
New York
$1.25M -$237K -2,500 -17%
PG
1170
Proffitt & Goodson
Tennessee
$1.24M -$25.6K -270 -2%
XWL
1171
XXI Wealth LLC
Illinois
$1.24M +$1.18M +12,404 New
NA
1172
Nautilus Advisors
California
$1.24M -$6.17K -65 -0.5%
HHRDM
1173
H&H Retirement Design & Management
Nevada
$1.23M – – –
SP
1174
Stablepoint Partners
Massachusetts
$1.23M +$10.6K +112 +0.9%
RSVP
1175
Ramsay Stattman Vela & Price
Colorado
$1.23M +$20.4K +215 +2%
45 46
47
48 49