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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
1176
UHLMANN PRICE SECURITIES
Illinois
$979K -$170K -2,026 -16%
HKIMG
1177
Hutchens & Kramer Investment Management Group
Indiana
$972K -$921 -11 -0.1%
NWM
1178
Northcape Wealth Management
New York
$971K – – –
BOS
1179
Bank of Stockton
California
$967K +$10.3K +123 +1%
IPW
1180
Invictus Private Wealth
Colorado
$961K +$41.9K +500 +5%
SIC
1181
SJS Investment Consulting
Ohio
$956K -$5.02K -60 -0.6%
MIM
1182
Moseley Investment Management
Florida
$952K – – –
NL
1183
Navalign LLC
California
$952K -$73.8K -881 -8%
TTIC
1184
Tower Trust & Investment Company
Iowa
$947K +$38.1K +455 +5%
CNTOF
1185
Canandaigua National Trust of Florida
New York
$945K -$208K -2,481 -19%
GL
1186
Graypoint LLC
New York
$936K -$837 -10 -0.1%
VPW
1187
Variant Private Wealth
Virginia
$931K -$23.4K -280 -3%
F8IS
1188
Figure 8 Investment Strategies
Idaho
$924K +$848K +10,124 New
SAM
1189
Silvercrest Asset Management
New York
$921K -$1.78M -21,297 -68%
OHWP
1190
Oak Harbor Wealth Partners
North Carolina
$917K +$63.2K +755 +8%
VWM
1191
Vigilare Wealth Management
Arizona
$915K +$839K +10,024 New
AMM
1192
American Money Management
California
$914K -$46.1K -551 -5%
BWM
1193
BigSur Wealth Management
Florida
$912K – – –
EDRH
1194
Edmond de Rothschild Holding
Switzerland
$912K – – –
MAM
1195
Mark Asset Management
New York
$912K +$837K +10,000 New
GAM
1196
Gemmer Asset Management
California
$909K -$54K -645 -6%
SMA
1197
Sage Mountain Advisors
Georgia
$908K +$125K +1,495 +18%
JFGIW
1198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$908K -$214K -2,555 -20%
DT
1199
Diversified Trust
Tennessee
$907K +$754 +9 +0.1%
AO
1200
Advisor OS
Illinois
$906K +$446K +5,331 +116%
46 47
48
49 50