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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1026
Founders Financial Alliance
North Carolina
$4K +$3.51K +101 New
HWA
1027
Heritage Wealth Advisors
Virginia
$3.73K +$3.58K +103 New
BEI
1028
Benjamin Edwards Inc
Missouri
$3K -$2.19K -63 -46%
EWA
1029
Evolution Wealth Advisors
Florida
$3K – – –
FAM
1030
Fred Alger Management
New York
$3K – – –
GTAM
1031
Global Trust Asset Management
Florida
$3K – – –
ME
1032
McIlrath & Eck
Washington
$3K – – –
SA
1033
SRH Advisors
Kansas
$3K – – –
GEA
1034
Glen Eagle Advisors
New Jersey
$2.25K – – –
KFS
1035
Kelly Financial Services
Massachusetts
$2.08K +$35 +1 +2%
DI
1036
Disciplined Investments
Oklahoma
$2K -$2.33K -67 -53%
IFAM
1037
Institutional & Family Asset Management
Colorado
$2K – – –
PWMG
1038
Prestige Wealth Management Group
New Jersey
$2K – – –
SIS
1039
Sound Income Strategies
Florida
$2K – – –
CFGS
1040
Concourse Financial Group Securities
Alabama
$2K +$2.26K +65 New
BWA
1041
BDO Wealth Advisors
Florida
$2K +$2.33K +67 New
AWA
1042
Artemis Wealth Advisors
New York
$1.1K – – –
EWM
1043
Edge Wealth Management
New York
$1K -$40.5K -1,165 -97%
TFM
1044
TFC Financial Management
Massachusetts
$1K +$661 +19 New
APC
1045
Aspire Private Capital
North Carolina
$1K +$800 +23 New
JWM
1046
Janiczek Wealth Management
Colorado
$1K +$800 +23 New
EAM
1047
Erste Asset Management
Austria
$725 -$106K -3,050 -99%
Sands Capital Management
1048
Sands Capital Management
Virginia
– -$216M -6,410,326 Closed
VNIM
1049
Vaughan Nelson Investment Management
Texas
– -$112M -3,315,960 Closed
Renaissance Technologies
1050
Renaissance Technologies
New York
– -$95.9M -2,841,500 Closed