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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
876
YorkBridge Wealth Partners
New York
$142K -$15.4K -341 -9%
CBT
877
Capital Bank & Trust
California
$142K +$32K +708 +26%
GLI
878
Guardian Life Insurance
New York
$141K -$317 -7 -0.2%
SLF
879
Sun Life Financial
Ontario, Canada
$138K – – –
SIM
880
Sonora Investment Management
Arizona
$135K +$3.62K +80 +3%
KA
881
Kaizen Advisory
Illinois
$134K +$10.7K +237 +8%
LCM
882
Laurion Capital Management
New York
$133K -$1.61M -35,550 -92%
KCM
883
Karp Capital Management
California
$130K +$142K +3,142 New
RFA
884
Reilly Financial Advisors
California
$126K -$90.4K -1,998 -40%
LC
885
Lindbrook Capital
California
$124K +$136K +3,009 New
ONST
886
Old North State Trust
North Carolina
$122K -$4.52K -100 -3%
CAW
887
Cornerstone Advisors (Washington)
Washington
$116K -$62.6K -1,384 -33%
AIM
888
Anchor Investment Management
South Carolina
$114K – – –
CA
889
Claro Advisors
Massachusetts
$112K +$103K +2,279 New
LFASL
890
Lugano Financial Advisors SA (LFA)
Switzerland
$111K – – –
SIAS
891
Shine Investment Advisory Services
Colorado
$111K – – –
PR
892
Payden & Rygel
California
$109K – – –
CC
893
Claybrook Capital
Massachusetts
$108K +$117K +2,594 New
WDL
894
Well Done LLC
Michigan
$108K +$117K +2,594 New
KF
895
Krilogy Financial
Missouri
$105K -$47.7K -1,055 -29%
WA
896
WealthTrust-Arizona
Arizona
$105K +$5.7K +126 +5%
EMG
897
ETF Managers Group
New Jersey
$104K +$15.3K +339 +16%
PB
898
Pinnacle Bancorp
Nebraska
$104K +$113K +2,493 New
AF
899
Arrow Financial
New York
$102K -$769K -17,000 -87%
PCG
900
Private Capital Group
Connecticut
$99K -$8.28K -183 -7%
34 35
36
37 38