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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
901
Cutler Group
California
$90K -$150K -4,300 -63%
AIM
902
AIA Investment Management
Singapore
$90K +$24.9K +716 +40%
PB
903
Pinnacle Bancorp
Nebraska
$88K +$15.8K +455 +23%
FHA
904
First Horizon Advisors
Tennessee
$85K +$3.83K +110 +5%
MF
905
Manchester Financial
California
$83K – – –
EP
906
Eudaimonia Partners
Tennessee
$79K -$4.73K -136 -6%
HIA
907
Harbor Investment Advisory
Maryland
$79K +$35.7K +1,025 +88%
TF
908
TimeScale Financial
Massachusetts
$76K +$348 +10 +0.5%
RTC
909
Riverview Trust Company
Washington
$72K -$133K -3,830 -66%
FCM
910
Firestone Capital Management
Florida
$72K – – –
PCM
911
Penserra Capital Management
California
$71K +$8.07K +232 +13%
LC
912
Lindbrook Capital
California
$70K +$43.6K +1,253 +188%
NIM
913
NuWave Investment Management
New Jersey
$69K -$105K -3,021 -61%
PCG
914
Private Capital Group
Connecticut
$68K -$12.9K -371 -16%
HFM
915
Hartford Financial Management
Connecticut
$65K – – –
NSIM
916
North Star Investment Management
Illinois
$63K +$174 +5 +0.3%
PFBT
917
Parkside Financial Bank & Trust
Missouri
$63K +$870 +25 +1%
FHA
918
Flagship Harbor Advisors
Massachusetts
$59K -$11.4K -328 -17%
RE
919
RBC Europe
United Kingdom
$58.1K – – –
SFSIG
920
San Francisco Sentry Investment Group
California
$58K -$348 -10 -0.6%
GRP
921
Global Retirement Partners
California
$57K -$26.5K -761 -33%
CFD
922
Creative Financial Designs
Indiana
$56K +$10.1K +291 +23%
GWS
923
Glassman Wealth Services
Virginia
$55K +$6.71K +193 +14%
VCM
924
Vigilant Capital Management
Maine
$54K -$52.2K -1,500 -50%
DAM
925
Delta Asset Management
Tennessee
$52K -$7.17K -206 -13%
35 36
37
38 39