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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1276
Fukoku Mutual Life Insurance
Japan
$462K -$36K -624 -8%
OIM
1277
Orca Investment Management
Oregon
$461K – – –
MFA
1278
Mayflower Financial Advisors
Massachusetts
$460K -$22.2K -385 -5%
AT
1279
Arden Trust
Delaware
$460K -$30.4K -526 -7%
BTW
1280
Boston Trust Walden
Massachusetts
$458K +$4.39K +76 +1%
NP
1281
NorthRock Partners
Minnesota
$457K +$79.9K +1,384 +26%
BWM
1282
Baron Wealth Management
Michigan
$457K +$23.2K +401 +6%
LIM
1283
Leavell Investment Management
Alabama
$454K -$793K -13,733 -68%
CWM
1284
Cornerstone Wealth Management
Missouri
$453K +$47K +814 +14%
DWM
1285
Defined Wealth Management
Oregon
$452K +$1.33K +23 +0.4%
T
1286
TOBAM
France
$450K -$46.9K -812 -11%
ACM
1287
Arcataur Capital Management
Wisconsin
$448K -$2.31K -40 -0.6%
PFA
1288
Pure Financial Advisors
California
$448K +$376K +6,513 New
AGC
1289
Aspen Grove Capital
Colorado
$446K -$13.9K -240 -4%
TC
1290
TAGStone Capital
North Carolina
$442K +$1.62K +28 +0.4%
CFG
1291
Cooper Financial Group
California
$442K -$108K -1,872 -23%
RSWM
1292
Robertson Stephens Wealth Management
California
$441K +$40.3K +698 +12%
AWA
1293
Arkadios Wealth Advisors
Georgia
$441K +$4.22K +73 +1%
WJWM
1294
Williams Jones Wealth Management
New York
$440K -$119K -2,066 -24%
QPWM
1295
Quadrant Private Wealth Management
Pennsylvania
$439K – – –
WCM
1296
Washburn Capital Management
Florida
$434K -$277K -4,800 -43%
PL
1297
Perpetual Ltd
Australia
$434K -$206K -3,566 -36%
FLI
1298
Family Legacy Inc
South Carolina
$434K – – –
RVPG
1299
Relative Value Partners Group
$431K +$3K +52 +0.8%
EWP
1300
Elevation Wealth Partners
California
$430K +$127K +2,205 +39%
50 51
52
53 54