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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
1326
Legacy Capital Group California
California
$768K -$20.2K -222 -3%
NP
1327
Nilsine Partners
Colorado
$768K -$70.9K -777 -9%
RAM
1328
Ramirez Asset Management
New York
$766K -$547 -6 -0.1%
DJSG
1329
D.J. St. Germain
Massachusetts
$762K +$5.75K +63 +0.8%
HWA
1330
HMV Wealth Advisors
Louisiana
$761K – – –
CFO
1331
CVA Family Office
Colorado
$758K -$12.1K -133 -2%
SIC
1332
Sterling Investment Counsel
New York
$753K +$134K +1,466 +22%
SIC
1333
Sigma Investment Counselors
Michigan
$752K +$436K +4,784 +142%
SIG
1334
Sky Investment Group
Connecticut
$752K +$115K +1,260 +18%
RS
1335
R Squared
Hong Kong
$747K +$739K +8,099 New
CM
1336
Capula Management
Cayman Islands
$747K +$160K +1,754 +28%
RA
1337
RFG Advisory
Alabama
$746K -$67.9K -745 -8%
JC
1338
JB Capital
Connecticut
$746K -$958K -10,501 -57%
LWM
1339
Lyell Wealth Management
California
$745K – – –
IWM
1340
IHT Wealth Management
Illinois
$743K -$1.64K -18 -0.2%
BI
1341
Bramshill Investments
Florida
$743K +$8.66K +95 +1%
VAM
1342
Verity Asset Management
North Carolina
$743K +$20.9K +229 +3%
MSS
1343
Mitchell Sinkler & Starr
Pennsylvania
$742K – – –
KSB
1344
Kennebec Savings Bank
Maine
$742K – – –
AIA
1345
Affinity Investment Advisors
California
$741K +$29.1K +319 +4%
IFPG
1346
Intrepid Financial Planning Group
Indiana
$741K +$9.12K +100 +1%
BPW
1347
Bingham Private Wealth
California
$740K +$214K +2,351 +42%
KA
1348
Klingman & Associates
New York
$733K -$42.8K -469 -6%
MG
1349
Mather Group
Illinois
$733K +$36.6K +401 +5%
OL
1350
Optas LLC
Texas
$732K +$107K +1,169 +17%
52 53
54
55 56