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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
QL
1676
Quarry LP
New York
$123K +$82.9K +1,122 +205%
VC
1677
Vestor Capital
Illinois
$122K – – –
MCM
1678
Manchester Capital Management
Vermont
$120K +$18.2K +246 +18%
HB
1679
Horizon Bancorp
Indiana
$120K +$14K +190 +13%
WOSD
1680
WFA of San Diego
California
$118K +$118K +1,602 New
HWA
1681
Heritage Wealth Advisors
Virginia
$118K -$24.3K -329 -17%
DAM
1682
Delta Asset Management
Tennessee
$117K -$3.62K -49 -3%
BC
1683
Barrett & Company
Rhode Island
$117K – – –
AWM
1684
AllSquare Wealth Management
New York
$115K – – –
MCM
1685
MV Capital Management
Maryland
$115K +$7.76K +105 +7%
MME
1686
Meag Munich Ergo
Germany
$114K – – –
DWS
1687
Dynamic Wealth Strategies
California
$113K -$35.9K -486 -24%
OIA
1688
Optimum Investment Advisors
Illinois
$113K – – –
WWP
1689
WR Wealth Planners
Missouri
$112K +$5.61K +76 +5%
SOW
1690
State of Wyoming
Wyoming
$112K +$4.29K +58 +4%
TCOV
1691
Trust Company of Vermont
Vermont
$111K +$5.1K +69 +5%
LWM
1692
Liberty Wealth Management
California
$110K +$5.13M +69,427 New
CT
1693
Clearstead Trust
Maine
$104K -$8.72K -118 -8%
CAC
1694
Core Alternative Capital
Georgia
$103K – – –
AWM
1695
Atticus Wealth Management
Florida
$98.8K – – –
WT
1696
Washington Trust
Rhode Island
$97.5K +$12.9K +174 +15%
TFIPS
1697
Towarzystwo Funduszy Inwestycyjnych PZU SA
$96.5K -$1.48K -20 -2%
RAM
1698
Ramirez Asset Management
New York
$95.8K – – –
NCM
1699
Northwest Capital Management
Oregon
$92.5K -$8.94K -121 -9%
WAS
1700
Wesleyan Assurance Society
United Kingdom
$92K – – –
66 67
68
69 70