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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1051
Raffa Wealth Management
District of Columbia
$4.77K
BWA
1052
Burt Wealth Advisors
Maryland
$4K
TC
1053
Trilogy Capital
California
$4K
HI
1054
Hudock Inc
Pennsylvania
$4K +$1.53K +30 +47%
CTB
1055
Country Trust Bank
Illinois
$4K +$2.35K +46 +177%
WWM
1056
Willingdon Wealth Management
North Carolina
$4K +$3.93K +77 New
KL
1057
KWMG LLC
Kansas
$4K +$4.44K +87 +8,700%
FIB
1058
First Interstate Bank
Montana
$3K -$6.54K -128 -65%
PMFA
1059
Plante Moran Financial Advisors
Michigan
$3K -$1.23K -24 -25%
HCM
1060
Hilton Capital Management
New York
$3K
MFT
1061
Moisand Fitzgerald Tamayo
Florida
$3K
SA
1062
SRH Advisors
Kansas
$3K
SWP
1063
Strategic Wealth Partners
Ohio
$3K
ACM
1064
Advent Capital Management
New York
$3K +$3.37K +66 New
PHK
1065
Point72 Hong Kong
Hong Kong
$2K -$132K -2,583 -98%
SIS
1066
Sound Income Strategies
Florida
$2K +$1.28K +25 +278%
VRM
1067
Vectors Research Management
New York
$1K +$970 +19 New
WKWM
1068
Walter & Keenan Wealth Management
Indiana
$310
AJ
1069
Ashburton (Jersey)
Jersey
$41 +$42.9K +840 New
FRA
1070
Front Row Advisors
California
$3
Lord, Abbett & Co
1071
Lord, Abbett & Co
New Jersey
-$52.6M -1,028,718 Closed
SH
1072
SeaTown Holdings
Singapore
-$17.3M -338,316 Closed
BAPIM
1073
British Airways Pensions Investment Management
United Kingdom
-$14.7M -286,907 Closed
HIM
1074
Hillhouse Investment Management
Cayman Islands
-$13.9M -271,826 Closed
MCM
1075
Marsico Capital Management
Colorado
-$11.9M -233,207 Closed