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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
1776
Brevan Howard Capital Management
Jersey
$315K -$8.99M -94,779 -97%
ACIM
1777
Azimuth Capital Investment Management
Michigan
$315K – – –
OC
1778
Oarsman Capital
Wisconsin
$315K +$949 +10 +0.3%
DMBA
1779
Deseret Mutual Benefit Administrators
Utah
$314K +$1.04K +11 +0.4%
LPAM
1780
Lodestar Private Asset Management
California
$314K -$9.96K -105 -3%
CIM
1781
Catalyst Investment Management
New Hampshire
$313K +$298K +3,137 New
AIA
1782
Affinity Investment Advisors
California
$313K +$73K +770 +33%
LCAM
1783
London & Capital Asset Management
United Kingdom
$313K +$297K +3,128 New
SQA
1784
Simon Quick Advisors
New Jersey
$312K +$38K +401 +15%
SFG
1785
SNS Financial Group
Minnesota
$312K -$2.66K -28 -0.9%
OWP
1786
Obermeyer Wealth Partners
Colorado
$312K -$5.12K -54 -2%
SGCA
1787
Steel Grove Capital Advisors
Tennessee
$312K – – –
MA
1788
MONECO Advisors
Connecticut
$311K -$15.9K -168 -5%
BMC
1789
Benin Management Corp
Connecticut
$310K – – –
FMP
1790
Financial Management Professionals
Texas
$310K -$9.96K -105 -3%
MFGM
1791
Marshall Financial Group (Maryland)
Maryland
$309K -$12.7K -134 -4%
TF
1792
Tompkins Financial
New York
$308K +$14.7K +155 +5%
GFA
1793
Gallagher Fiduciary Advisors
Illinois
$308K +$16.3K +172 +6%
SNPAM
1794
St. Nicholas Private Asset Management
Florida
$308K -$23.7K -250 -8%
MUMSS
1795
Mitsubishi UFJ Morgan Stanley Securities
Japan
$307K +$291K +3,069 New
WFA
1796
WestHill Financial Advisors
California
$307K +$291K +3,069 New
HIC
1797
Holderness Investments Company
North Carolina
$306K -$7.3K -77 -2%
LWM
1798
LJI Wealth Management
Indiana
$306K +$24.8K +261 +9%
OBWG
1799
Onyx Bridge Wealth Group
New York
$306K +$3.6K +38 +1%
PFS
1800
Physicians Financial Services
North Carolina
$305K -$28.5K -300 -9%
70 71
72
73 74