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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1901
Chilton Capital Management
Texas
$234K -$52K -570 -18%
BDFN
1902
Bond & Devick Financial Network
Minnesota
$234K – – –
SB
1903
Strategic Blueprint
Georgia
$234K -$7.39K -81 -3%
EWP
1904
Elevation Wealth Partners
California
$233K -$3.83K -42 -2%
LRPA
1905
L. Roy Papp & Associates
Arizona
$233K +$274 +3 +0.1%
NCM
1906
Northside Capital Management
Oregon
$231K – – –
HAI
1907
Hennessy Advisors Inc
California
$231K – – –
CC
1908
Clearwave Capital
California
$229K -$137K -1,501 -38%
PAG
1909
Private Advisory Group
Washington
$229K +$226K +2,482 New
LCM
1910
Laurion Capital Management
New York
$228K -$2.81M -30,762 -93%
CIM
1911
Capital Investment Management
Missouri
$227K -$182 -2 -0.1%
NIA
1912
NBZ Investment Advisors
Tennessee
$227K +$912 +10 +0.4%
DBRC
1913
D.B. Root & Company
Pennsylvania
$225K -$730 -8 -0.3%
SWM
1914
Silverlake Wealth Management
Vermont
$225K +$182 +2 +0.1%
DWA
1915
Douglass Winthrop Advisors
New York
$224K – – –
NMC
1916
Nine Masts Capital
Hong Kong
$224K +$124K +1,365 +129%
VAG
1917
VisionPoint Advisory Group
Texas
$222K +$2.01K +22 +0.9%
SYBT
1918
Stock Yards Bank & Trust
Kentucky
$222K +$5.93K +65 +3%
MC
1919
Marest Capital
California
$221K +$219K +2,398 New
BBP
1920
Banco BTG Pactual
Brazil
$221K +$219K +2,397 New
SCP
1921
Stevens Capital Partners
Nebraska
$221K +$219K +2,397 New
MM
1922
MQS Management
New York
$221K +$218K +2,395 New
ZIC
1923
ZWJ Investment Counsel
Georgia
$220K +$91 +1 +0%
SWM
1924
Segment Wealth Management
Texas
$219K -$8.03K -88 -4%
PHWM
1925
Pine Harbor Wealth Management
Maryland
$218K – – –
75 76
77
78 79