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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EI
1051
Ellevest Inc
New York
$4K +$2.85K +68 +115%
FRA
1052
Front Row Advisors
California
$4K +$4.11K +98 New
PP
1053
Pacifica Partners
Canada
$4K +$4.28K +102 New
CHA
1054
Carmichael Hill & Associates
Maryland
$3K – – –
PCA
1055
Providence Capital Advisors
North Carolina
$3K – – –
Fred Alger Management
1056
Fred Alger Management
New York
$2K -$29.2M -695,181 -100%
APW
1057
Acima Private Wealth
Virginia
$2K – – –
APWM
1058
Atlas Private Wealth Management
New York
$2K – – –
FNBOSM
1059
First National Bank of South Miami
Florida
$2K – – –
GTAM
1060
Global Trust Asset Management
Florida
$2K – – –
MFT
1061
Moisand Fitzgerald Tamayo
Florida
$2K – – –
SA
1062
SRH Advisors
Kansas
$2K – – –
PWMG
1063
Prestige Wealth Management Group
New Jersey
$2K +$2.69K +64 +492%
ME
1064
McIlrath & Eck
Washington
$2K +$2.94K +70 New
AP
1065
Arlington Partners
Alabama
$2K +$2.98K +71 New
KFS
1066
Kelly Financial Services
Massachusetts
$1.91K – – –
DCM
1067
Davidson Capital Management
Texas
$1K – – –
SC
1068
Steph & Co
Wisconsin
$1K – – –
LSA
1069
Lion Street Advisors
Texas
$1K +$1.3K +31 New
Epoch Investment Partners
1070
Epoch Investment Partners
New York
– -$134M -2,820,639 Closed
Adage Capital Partners
1071
Adage Capital Partners
Massachusetts
– -$68.8M -1,446,500 Closed
Third Point
1072
Third Point
New York
– -$47.6M -1,000,000 Closed
Azora Capital LP
1073
Azora Capital LP
Florida
– -$46.2M -971,541 Closed
Marshall Wace North America
1074
Marshall Wace North America
New York
– -$42.1M -885,425 Closed
Balyasny Asset Management
1075
Balyasny Asset Management
Illinois
– -$35.1M -836,941 Closed