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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1676
Manchester Capital Management
Vermont
$120K +$18.2K +246 +18%
HB
1677
Horizon Bancorp
Indiana
$120K +$14K +190 +13%
WOSD
1678
WFA of San Diego
California
$118K +$118K +1,602 New
HWA
1679
Heritage Wealth Advisors
Virginia
$118K -$24.3K -329 -17%
DAM
1680
Delta Asset Management
Tennessee
$117K -$3.62K -49 -3%
BC
1681
Barrett & Company
Rhode Island
$117K – – –
AWM
1682
AllSquare Wealth Management
New York
$115K – – –
MCM
1683
MV Capital Management
Maryland
$115K +$7.76K +105 +7%
MME
1684
Meag Munich Ergo
Germany
$114K – – –
DWS
1685
Dynamic Wealth Strategies
California
$113K -$35.9K -486 -24%
OIA
1686
Optimum Investment Advisors
Illinois
$113K – – –
WWP
1687
WR Wealth Planners
Missouri
$112K +$5.61K +76 +5%
SOW
1688
State of Wyoming
Wyoming
$112K +$4.29K +58 +4%
TCOV
1689
Trust Company of Vermont
Vermont
$111K +$5.1K +69 +5%
LWM
1690
Liberty Wealth Management
California
$110K +$5.13M +69,427 New
CT
1691
Clearstead Trust
Maine
$104K -$8.72K -118 -8%
CAC
1692
Core Alternative Capital
Georgia
$103K – – –
AWM
1693
Atticus Wealth Management
Florida
$98.8K – – –
WT
1694
Washington Trust
Rhode Island
$97.5K +$12.9K +174 +15%
TFIPS
1695
Towarzystwo Funduszy Inwestycyjnych PZU SA
$96.5K -$1.48K -20 -2%
RAM
1696
Ramirez Asset Management
New York
$95.8K – – –
NCM
1697
Northwest Capital Management
Oregon
$92.5K -$8.94K -121 -9%
WAS
1698
Wesleyan Assurance Society
United Kingdom
$92K – – –
DIP
1699
DT Investment Partners
Pennsylvania
$91.8K +$2.44K +33 +3%
TFA
1700
Toth Financial Advisory
Virginia
$90.8K +$9.68K +131 +12%
66 67
68
69 70