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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1551
Fulton Bank
Pennsylvania
$475K -$487K -5,340 -51%
ACM
1552
Avalon Capital Management
California
$471K -$182 -2 -0%
KWS
1553
Keystone Wealth Services
California
$470K +$194K +2,122 +71%
VCM
1554
Versant Capital Management
Arizona
$467K -$202K -2,212 -30%
AO
1555
Advisor OS
Illinois
$466K -$25.9K -284 -5%
FMLI
1556
Fukoku Mutual Life Insurance
Japan
$466K -$11.6K -127 -2%
NRC
1557
New Republic Capital
North Carolina
$466K +$87.2K +956 +23%
BP
1558
BBR Partners
New York
$462K -$91 -1 -0%
VCM
1559
Viewpoint Capital Management
Washington
$461K – – –
AA
1560
Advisory Alpha
Michigan
$460K +$94.8K +1,039 +26%
KW
1561
Keyvantage Wealth
Pennsylvania
$460K -$75.3K -826 -14%
CA
1562
Continuum Advisory
Idaho
$458K +$453K +4,966 New
OA
1563
Operose Advisors
Wisconsin
$458K -$11K -121 -2%
ACIM
1564
Azimuth Capital Investment Management
Michigan
$457K – – –
OCBCO
1565
Oversea-Chinese Banking Corp (OCBC)
Singapore
$457K +$451K +4,949 New
ACM
1566
Aljian Capital Management
Nevada
$453K +$547 +6 +0.1%
CC
1567
Centiva Capital
New York
$452K -$1.09M -11,942 -71%
WP
1568
Westmount Partners
California
$452K +$15.4K +169 +4%
OFS
1569
Orrstown Financial Services
Pennsylvania
$450K +$54.9K +602 +14%
QFA
1570
Quantum Financial Advisors
California
$450K -$8.48K -93 -2%
IG
1571
ING Group
Netherlands
$449K -$1.39M -15,268 -76%
FWI
1572
Facet Wealth Inc
Maryland
$448K -$29K -318 -6%
LAM
1573
Lountzis Asset Management
Pennsylvania
$447K – – –
CSPIA
1574
Cary Street Partners Investment Advisory
Virginia
$446K -$72.1K -791 -14%
PCM
1575
Princeton Capital Management
New Jersey
$446K +$912 +10 +0.2%
61 62
63
64 65