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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
926
Anchor Investment Management
South Carolina
$92.8K – – –
KPW
927
Kore Private Wealth
New York
$92K -$32.2K -899 -25%
PR
928
Payden & Rygel
California
$89K – – –
HIIFS
929
Harel Insurance Investments & Financial Services
Israel
$85K -$47.4K -1,323 -34%
EP
930
Eudaimonia Partners
Tennessee
$79K -$56.6K -1,580 -40%
MF
931
Manchester Financial
California
$78K – – –
GRP
932
Global Retirement Partners
California
$78K +$26.2K +732 +46%
PCG
933
Private Capital Group
Connecticut
$76K -$24.4K -681 -23%
FHA
934
First Horizon Advisors
Tennessee
$76K +$5.05K +141 +7%
PFGIA
935
Patriot Financial Group Insurance Agency
Massachusetts
$73K +$13.8K +385 +21%
JFGIW
936
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K -$370K -10,329 -84%
FCM
937
Firestone Capital Management
Florida
$67K – – –
TF
938
TimeScale Financial
Massachusetts
$67K – – –
PB
939
Pinnacle Bancorp
Nebraska
$66K – – –
FHA
940
Flagship Harbor Advisors
Massachusetts
$66K +$31K +866 +78%
MHR
941
Matthew Hamilton Rosenberg
$65K – – –
HFM
942
Hartford Financial Management
Connecticut
$61K – – –
AIM
943
AIA Investment Management
Singapore
$60K +$63.6K +1,775 New
NSIM
944
North Star Investment Management
Illinois
$59K +$179 +5 +0.3%
PCM
945
Penserra Capital Management
California
$58K -$901K -25,161 -94%
PFBT
946
Parkside Financial Bank & Trust
Missouri
$57K +$32.4K +905 +114%
VFA
947
Valeo Financial Advisors
Indiana
$56K -$52.8K -1,475 -47%
DAM
948
Delta Asset Management
Tennessee
$55K – – –
RE
949
RBC Europe
United Kingdom
$54.2K -$9.31K -260 -14%
SFSIG
950
San Francisco Sentry Investment Group
California
$54K -$860 -24 -1%
36 37
38
39 40