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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Arcadia Investment Management
Michigan
$5K – – –
SHJ
902
Sharkey, Howes & Javer
Colorado
$5K – – –
CPIG
903
Chicago Partners Investment Group
Illinois
$5K +$42 +1 +1%
OFW
904
Omnia Family Wealth
Florida
$4K – – –
PFGIA
905
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
BFEC
906
Benjamin F. Edwards & Company
Missouri
$4K +$125 +3 +3%
LWCFA
907
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$1.2K +29 +46%
CIM
908
Contravisory Investment Management
Massachusetts
$4K +$3.4K +82 New
BONST
909
Bank of Nova Scotia Trust
Ontario, Canada
$4K +$3.94K +95 New
PG
910
Patten Group
Tennessee
$3K – – –
SA
911
SRH Advisors
Kansas
$3K – – –
WB
912
Webster Bank
Connecticut
$3K – – –
AAP
913
Arax Advisory Partners
Colorado
$3K +$581 +14 +21%
MFT
914
Moisand Fitzgerald Tamayo
Florida
$3K +$2.41K +58 New
AIS
915
Accurate Investment Solutions
Pennsylvania
$3K +$2.91K +70 New
LA
916
Legacy Advisors
Pennsylvania
$3K +$3.11K +75 New
PHK
917
Point72 Hong Kong
Hong Kong
$1K -$23.1K -557 -96%
Westfield Capital Management
918
Westfield Capital Management
Massachusetts
– -$97.9M -2,279,960 Closed
PPC
919
Park Presidio Capital
California
– -$48.3M -1,125,000 Closed
PC
920
PointState Capital
New York
– -$18M -419,500 Closed
GH
921
GAM Holding
Switzerland
– -$7.96M -185,182 Closed
MSU
922
Mizuho Securities USA
New York
– -$6.29M -146,500 Closed
Hudson Bay Capital Management
923
Hudson Bay Capital Management
Connecticut
– -$4.51M -105,000 Closed
OI
924
Oakbrook Investments
Illinois
– -$4M -93,200 Closed
DBG
925
De Burlo Group
Massachusetts
– -$3.16M -73,500 Closed