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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1301
Sompo Asset Management
Japan
$704K – – –
LWM
1302
Lyell Wealth Management
California
$704K – – –
AIM
1303
Athena Investment Management
California
$703K – – –
NA
1304
Navellier & Associates
Nevada
$703K – – –
LAM
1305
L2 Asset Management
Massachusetts
$700K +$92.1K +1,100 +17%
OPA
1306
Old Port Advisors
Maine
$699K +$14.7K +176 +2%
CGH
1307
CMG Global Holdings
Texas
$696K +$43K +513 +8%
LC
1308
LCNB Corp
Ohio
$694K +$67K +800 +12%
HI
1309
Harbour Investments
Wisconsin
$693K -$921 -11 -0.1%
OWA
1310
One Wealth Advisors
California
$692K -$15.6K -186 -2%
BAM
1311
Blueshift Asset Management
New Jersey
$685K +$629K +7,510 New
JIC
1312
Joel Isaacson & Co
New York
$681K +$6.45K +77 +1%
NED
1313
Nancy E. Dempze
$680K +$624K +7,455 New
UWS
1314
Unique Wealth Strategies
Illinois
$677K -$77.9K -930 -11%
HWMO
1315
Heritage Wealth Management (Ohio)
Ohio
$676K – – –
FNA
1316
First National Advisers
Nebraska
$676K -$250K -2,987 -29%
TPI
1317
Trust Point Inc
Wisconsin
$674K +$131K +1,569 +27%
ECM
1318
Exchange Capital Management
Michigan
$672K +$52.3K +625 +9%
BWP
1319
Burling Wealth Partners
Illinois
$670K -$129K -1,544 -17%
IIA
1320
Integral Investment Advisors
California
$666K – – –
BG
1321
Bahl & Gaynor
Ohio
$660K -$251 -3 -0%
AI
1322
Accredited Investors
Minnesota
$659K +$605K +7,227 New
SFO
1323
Stokes Family Office
Louisiana
$658K -$28.1K -335 -4%
IA
1324
Integrity Alliance
Iowa
$658K -$83.7K -1,000 -12%
IWM
1325
IHT Wealth Management
Illinois
$657K -$12.8K -153 -2%
51 52
53
54 55