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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1451
Private Trust Company
Ohio
$533K +$40.1K +422 +8%
DWA
1452
Douglass Winthrop Advisors
New York
$532K +$116K +1,218 +28%
ZIM
1453
Zacks Investment Management
Illinois
$531K +$528K +5,560 New
FNBOO
1454
First National Bank of Omaha
Nebraska
$529K +$22.9K +241 +5%
AWAU
1455
Alliance Wealth Advisors (Utah)
Utah
$529K +$759 +8 +0.1%
JTF
1456
J. Team Financial
Texas
$526K +$523K +5,510 New
VI
1457
Versor Investments
New York
$525K +$522K +5,500 New
GWS
1458
Greykasell Wealth Strategies
California
$524K – – –
RWM
1459
Revisor Wealth Management
Ohio
$524K -$17.3K -182 -3%
KCM
1460
KRS Capital Management
Michigan
$523K +$285 +3 +0.1%
AF
1461
Apexium Financial
Texas
$523K +$95 +1 +0%
SAM
1462
Sompo Asset Management
Japan
$522K -$214K -2,250 -29%
BMCM
1463
Bryn Mawr Capital Management
Pennsylvania
$522K -$2.47K -26 -0.5%
AA
1464
Addison Advisors
Vermont
$521K – – –
YC
1465
Yarbrough Capital
Tennessee
$521K – – –
OWA
1466
Octavia Wealth Advisors
Ohio
$520K -$23.2K -244 -4%
AWM
1467
Accurate Wealth Management
Florida
$519K +$1.71K +18 +0.3%
LNB
1468
Ledyard National Bank
$517K – – –
WPWM
1469
Western Pacific Wealth Management
Illinois
$517K – – –
TWP
1470
Tempus Wealth Planning
California
$517K -$25.5K -269 -5%
CH
1471
Cromwell Holdings
Wyoming
$514K – – –
DI
1472
DAGCO Inc
Ohio
$513K – – –
WIM
1473
WealthPlan Investment Management
Nebraska
$512K +$25.6K +270 +5%
QPWM
1474
Quadrant Private Wealth Management
Pennsylvania
$508K +$11.1K +117 +2%
KFA
1475
Kelleher Financial Advisors
New York
$507K +$504K +5,313 New
57 58
59
60 61