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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
1151
First National Bank of South Miami
Florida
$3K
GTAM
1152
Global Trust Asset Management
Florida
$3K
MFT
1153
Moisand Fitzgerald Tamayo
Florida
$3K
SA
1154
SRH Advisors
Kansas
$3K
CA
1155
CXI Advisors
Indiana
$3K +$2.34K +53 New
KFS
1156
Kelly Financial Services
Massachusetts
$2.7K +$44 +1 +2%
CCM
1157
Cribstone Capital Management
Maine
$2K
APWM
1158
Atlas Private Wealth Management
New York
$2K +$2.2K +50 New
WQ
1159
Wealth Quarterback
New Jersey
$1.6K +$1.46K +33 New
FCH
1160
Freestone Capital Holdings
Washington
$1.1K -$134K -3,043 -12%
LS
1161
Leelyn Smith
Illinois
$1.01K +$933K +21,168 New
IWA
1162
Intercontinental Wealth Advisors
Texas
$1K -$2.87K -65 -72%
APC
1163
Aspire Private Capital
North Carolina
$1K
SC
1164
Steph & Co
Wisconsin
$1K +$132 +3 New
DCM
1165
Davidson Capital Management
Texas
$1K +$529 +12 New
PWMG
1166
Prestige Wealth Management Group
New Jersey
$1K +$573 +13 New
TSW
1167
Thompson Siegel & Walmsley
Virginia
$1K +$1.1K +25 New
BWM
1168
BerganKDV Wealth Management
Minnesota
$1K +$1.19K +27 New
PGAM
1169
Princeton Global Asset Management
New Jersey
$31 +$29.2K +662 New
TP
1170
Theleme Partners
United Kingdom
-$141M -3,365,076 Closed
HMP
1171
HS Management Partners
New York
-$101M -2,412,696 Closed
ESCM
1172
Echo Street Capital Management
New York
-$79M -1,889,179 Closed
WCM Investment Management
1173
WCM Investment Management
California
-$78.4M -1,875,212 Closed
MNG
1174
Manning & Napier Group
New York
-$57.6M -1,376,532 Closed
Two Sigma Advisers
1175
Two Sigma Advisers
New York
-$52.8M -1,263,199 Closed