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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1276
Erste Asset Management
Austria
$888K -$6.29K -69 -0.7%
EGM
1277
Engineers Gate Manager
New York
$888K -$27.6M -303,021 -97%
EC
1278
EntryPoint Capital
New York
$886K +$876K +9,602 New
NA
1279
Navellier & Associates
Nevada
$882K +$279K +3,055 +47%
DM
1280
Diversified Management
Wisconsin
$880K -$4.35M -47,691 -83%
SSCM
1281
Sovereign's Capital Management
Georgia
$878K -$19.2K -210 -2%
WS
1282
Wilian Securities
Minnesota
$876K +$521K +5,714 +151%
OPF
1283
Old Peak Finance
North Carolina
$875K +$12.9K +142 +2%
MGI
1284
Miller Global Investments
Texas
$874K – – –
CM
1285
Castleark Management
Illinois
$864K -$45.1M -494,693 -98%
OCM
1286
One Capital Management
California
$863K – – –
WC
1287
Waterloo Capital
Texas
$862K +$40.4K +443 +5%
TPI
1288
Trust Point Inc
Wisconsin
$860K -$17.3K -190 -2%
JMFC
1289
J.M. Forbes & Co
Massachusetts
$857K -$25.5K -280 -3%
PWA
1290
Pitcairn Wealth Advisors
Pennsylvania
$854K +$844K +9,258 New
TGIA
1291
Torrey Growth & Income Advisors
California
$851K – – –
SWA
1292
Sax Wealth Advisors
New Jersey
$849K +$26K +285 +3%
RSWM
1293
Robertson Stephens Wealth Management
California
$844K -$1.46K -16 -0.2%
SC
1294
Syon Capital
California
$844K -$252K -2,762 -23%
IBOK
1295
Independence Bank of Kentucky
Kentucky
$842K -$39.9K -437 -5%
FFA
1296
Fi3 Financial Advisors
Indiana
$841K -$505K -5,534 -94%
KNW
1297
Kesler Norman & Wride
Utah
$839K +$15.8K +173 +2%
PPG
1298
Peak Planning Group
Colorado
$835K -$258K -2,834 -24%
LWP
1299
LMG Wealth Partners
Louisiana
$832K +$822K +9,013 New
KA
1300
Kearns & Associates
California
$830K – – –
50 51
52
53 54