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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1551
Continuum Advisory
Idaho
$458K +$453K +4,966 New
OA
1552
Operose Advisors
Wisconsin
$458K -$11K -121 -2%
ACIM
1553
Azimuth Capital Investment Management
Michigan
$457K – – –
OCBCO
1554
Oversea-Chinese Banking Corp (OCBC)
Singapore
$457K +$451K +4,949 New
ACM
1555
Aljian Capital Management
Nevada
$453K +$547 +6 +0.1%
CC
1556
Centiva Capital
New York
$452K -$1.09M -11,942 -71%
WP
1557
Westmount Partners
California
$452K +$15.4K +169 +4%
OFS
1558
Orrstown Financial Services
Pennsylvania
$450K +$54.9K +602 +14%
QFA
1559
Quantum Financial Advisors
California
$450K -$8.48K -93 -2%
IG
1560
ING Group
Netherlands
$449K -$1.39M -15,268 -76%
FWI
1561
Facet Wealth Inc
Maryland
$448K -$29K -318 -6%
LAM
1562
Lountzis Asset Management
Pennsylvania
$447K – – –
CSPIA
1563
Cary Street Partners Investment Advisory
Virginia
$446K -$72.1K -791 -14%
PCM
1564
Princeton Capital Management
New Jersey
$446K +$912 +10 +0.2%
AP
1565
Anchyra Partners
Georgia
$445K -$15.7K -172 -3%
ACA
1566
Affinity Capital Advisors
California
$445K -$57.2K -627 -12%
CCFM
1567
Clear Creek Financial Management
Washington
$444K -$15K -165 -3%
WFI
1568
West Family Investments
California
$444K +$24.8K +272 +6%
DS
1569
DRW Securities
Illinois
$443K -$583K -6,389 -57%
USWIA
1570
UP Strategic Wealth Investment Advisors
Pennsylvania
$441K – – –
CS
1571
Cannell & Spears
New York
$439K -$12.9K -141 -3%
EWS
1572
Eagle Wealth Strategies
New Jersey
$439K +$16.6K +182 +4%
PWP
1573
Principle Wealth Partners
Connecticut
$439K -$138K -1,513 -24%
CCMG
1574
Clark Capital Management Group
Pennsylvania
$438K -$11.2K -123 -3%
BIG
1575
Brookwood Investment Group
Arizona
$438K +$433K +4,744 New
61 62
63
64 65