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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1576
Moss Adams Wealth Advisors
Washington
$493K +$13.8K +145 +3%
CSPIA
1577
Cary Street Partners Investment Advisory
Virginia
$490K +$64.7K +682 +16%
ZIM
1578
Zacks Investment Management
Illinois
$490K -$62.4K -658 -12%
BAM
1579
Broyhill Asset Management
North Carolina
$489K – – –
ACM
1580
Aljian Capital Management
Nevada
$489K +$474 +5 +0.1%
RS
1581
R Squared
Hong Kong
$488K -$2.47M -26,037 -84%
STA
1582
Smith Thornton Advisors
Alabama
$487K +$2.18K +23 +0.5%
QL
1583
Quarry LP
New York
$485K +$22.6K +238 +5%
APP
1584
Avantax Planning Partners
Iowa
$485K +$36K +379 +8%
LAM
1585
Lountzis Asset Management
Pennsylvania
$484K -$20.6K -217 -4%
AA
1586
Advisory Alpha
Michigan
$483K -$16.9K -178 -4%
WA
1587
Waddell & Associates
Tennessee
$482K -$147K -1,547 -24%
APM
1588
Advanced Portfolio Management
New York
$480K +$456K +4,805 New
OCBCO
1589
Oversea-Chinese Banking Corp (OCBC)
Singapore
$480K +$133K +1,400 +41%
CCG
1590
Coastwise Capital Group
California
$476K +$759 +8 +0.2%
TCM
1591
Telos Capital Management
California
$474K +$190 +2 +0%
EFH
1592
Eaton Financial Holdings
Florida
$474K -$48.9K -515 -10%
OWA
1593
Octavia Wealth Advisors
Ohio
$473K -$67.4K -710 -13%
SIC
1594
Sterling Investment Counsel
New York
$473K +$449K +4,730 New
TAM
1595
Trillium Asset Management
Massachusetts
$469K -$11.9K -125 -3%
PCM
1596
Princeton Capital Management
New Jersey
$468K -$569 -6 -0.1%
CCFM
1597
Clear Creek Financial Management
Washington
$467K +$71.9K +758 +19%
CS
1598
Cannell & Spears
New York
$467K -$14.2K -150 -3%
CA
1599
CoreCap Advisors
Michigan
$466K +$19.3K +203 +5%
WP
1600
Westmount Partners
California
$465K +$949 +10 +0.2%
62 63
64
65 66