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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1276
ViaWealth
Kansas
$800K -$78.6K -828 -9%
NICM
1277
Neo Ivy Capital Management
New York
$800K +$795K +8,380 New
RI
1278
Ridgewood Investments
New Jersey
$800K -$109K -1,150 -12%
OPWM
1279
Oregon Pacific Wealth Management
Oregon
$798K -$6.64K -70 -0.8%
A
1280
AlphaQuest
New York
$797K +$139K +1,462 +21%
RAM
1281
Ramirez Asset Management
New York
$789K +$785K +8,268 New
FFS
1282
Founders Financial Securities
Maryland
$787K -$31.2K -329 -4%
IFU
1283
iSAM Funds (UK)
United Kingdom
$787K -$113K -1,194 -13%
NO
1284
Ninety One
South Africa
$785K +$778K +8,199 New
PFBT
1285
Parkside Financial Bank & Trust
Missouri
$784K +$14.3K +151 +2%
KA
1286
Klingman & Associates
New York
$783K -$31.9K -336 -4%
JF
1287
Jericho Financial
Ohio
$779K -$68.2K -718 -8%
LAM
1288
L2 Asset Management
Massachusetts
$772K +$39.2K +413 +5%
TC
1289
TownSquare Capital
Utah
$769K -$265K -2,791 -26%
MSS
1290
Mitchell Sinkler & Starr
Pennsylvania
$768K -$9.49K -100 -1%
KSB
1291
Kennebec Savings Bank
Maine
$767K -$152K -1,605 -17%
MPWT
1292
MassMutual Private Wealth & Trust
Connecticut
$766K +$141K +1,488 +23%
OIS
1293
Okabena Investment Services
Minnesota
$764K -$399K -4,208 -34%
BPWM
1294
Badgley Phelps Wealth Managers
Washington
$762K -$9.49K -100 -1%
WFI
1295
West Family Investments
California
$758K +$7.5K +79 +1%
AM
1296
AGF Management
Ontario, Canada
$754K -$789K -8,312 -51%
EFG
1297
Ethos Financial Group
Pennsylvania
$754K -$45.8K -482 -6%
BFA
1298
Bragg Financial Advisors
North Carolina
$753K +$92.1K +970 +14%
CAG
1299
Compass Advisory Group
New York
$752K – – –
TAFW
1300
Tred Avon Family Wealth
Maryland
$750K +$746K +7,861 New
50 51
52
53 54