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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1226
Cozad Asset Management
Illinois
$474K +$66 +1 +0%
CWM
1227
Circle Wealth Management
New Jersey
$473K -$77.9K -1,186 -14%
TNBTD
1228
Trustmark National Bank Trust Department
Mississippi
$472K -$420K -6,396 -47%
TCM
1229
Traynor Capital Management
Pennsylvania
$471K -$52.1K -793 -10%
RIM
1230
RW Investment Management
Idaho
$471K -$12.7K -194 -3%
DT
1231
Diversified Trust
Tennessee
$470K -$31.8K -484 -6%
AIA
1232
Angeles Investment Advisors
California
$469K – – –
MFA
1233
Mayflower Financial Advisors
Massachusetts
$468K -$26.8K -408 -5%
FW
1234
FullCircle Wealth
Texas
$468K -$399K -6,075 -48%
BIC
1235
Beach Investment Counsel
Pennsylvania
$468K -$16.4K -250 -3%
SM
1236
Sweeney & Michel
California
$466K +$87.4K +1,330 +26%
QIM
1237
Quantitative Investment Management
Virginia
$465K +$472K +7,189 New
AGC
1238
Aspen Grove Capital
Colorado
$465K +$4.73K +72 +1%
KFP
1239
KMG Fiduciary Partners
Ohio
$465K -$11.6K -177 -2%
SMA
1240
Sage Mountain Advisors
Georgia
$463K +$50.3K +765 +12%
CWM
1241
Centurion Wealth Management
Virginia
$462K +$468K +7,125 New
JIC
1242
Joel Isaacson & Co
New York
$462K +$85.3K +1,299 +22%
BPWM
1243
Badgley Phelps Wealth Managers
Washington
$461K – – –
GA
1244
Geller Advisors
New York
$461K -$15.9K -242 -3%
MA
1245
MCF Advisors
Kentucky
$461K -$10.9K -166 -2%
TPA
1246
Trivium Point Advisory
Connecticut
$459K +$45.4K +691 +13%
SIM
1247
Sentry Investment Management
Wisconsin
$458K -$387K -5,895 -45%
GPA
1248
Garrison Point Advisors
California
$457K – – –
DS
1249
DRW Securities
Illinois
$454K -$4.91M -74,812 -91%
VI
1250
Versor Investments
New York
$453K +$3.28K +50 +0.7%
48 49
50
51 52