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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1201
Savant Capital
Illinois
$398K +$141K +1,930 +34%
NO
1202
Ninety One
South Africa
$396K -$179K -2,449 -24%
FIM
1203
Freedom Investment Management
Connecticut
$396K +$31.7K +433 +6%
BIP
1204
Blueprint Investment Partners
North Carolina
$396K +$29.1K +397 +6%
BFA
1205
Buttonwood Financial Advisors
Maryland
$395K +$302K +4,128 +121%
CI
1206
Cavalier Investments
Georgia
$393K +$30.3K +414 +6%
RIM
1207
RW Investment Management
Idaho
$391K +$7.32K +100 +1%
AIM
1208
Athena Investment Management
California
$391K – – –
WAM
1209
WNY Asset Management
New York
$390K +$97.4K +1,330 +22%
CIC
1210
Crawford Investment Counsel
Georgia
$390K +$168K +2,288 +44%
SPI
1211
Sutton Place Investors
New York
$389K -$7.03K -96 -1%
FHC
1212
First Heartland Consultants
Missouri
$386K +$539K +7,367 New
FMLI
1213
Fukoku Mutual Life Insurance
Japan
$385K -$33.3K -455 -6%
CQS
1214
Credential Qtrade Securities
$384K +$127K +1,735 +31%
BFA
1215
Bragg Financial Advisors
North Carolina
$384K -$2.42K -33 -0.4%
FT
1216
Fiduciary Trust
Massachusetts
$383K -$803K -10,962 -60%
NB
1217
NBT Bank
New York
$382K +$29.7K +405 +6%
PCM
1218
Pointe Capital Management
Michigan
$381K +$148K +2,025 +39%
II
1219
Inspire Investing
Idaho
$381K +$231K +3,158 +77%
V
1220
ViaWealth
Kansas
$379K +$174K +2,375 +49%
CWM
1221
Circle Wealth Management
New Jersey
$379K +$178K +2,425 +50%
IFA
1222
Index Fund Advisors
California
$379K +$100K +1,371 +23%
CCM
1223
Carlson Capital Management
Minnesota
$379K +$257K +3,510 +94%
RCAG
1224
Rehmann Capital Advisory Group
Michigan
$378K +$70.6K +964 +15%
PCS
1225
Personal CFO Solutions
New Jersey
$377K +$40.6K +554 +8%
47 48
49
50 51