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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1326
Glen Eagle Advisors
New Jersey
$4.51K – – –
KFS
1327
Kelly Financial Services
Massachusetts
$4.23K – – –
CAM
1328
Costello Asset Management
Pennsylvania
$4K – – –
APWA
1329
Atlas Private Wealth Advisors
New Jersey
$3K -$6.3K -89 -67%
COCM
1330
Charter Oak Capital Management
New Hampshire
$3K – – –
TFGT
1331
TS Financial Group (TSFG)
Illinois
$3K +$1.56K +22 +129%
MA
1332
Modus Advisors
Minnesota
$3K +$3.33K +47 New
AWA
1333
Artemis Wealth Advisors
New York
$2.23K – – –
FBT
1334
First Bank & Trust
South Dakota
$2K -$25.3K -357 -93%
SIS
1335
Sound Income Strategies
Florida
$2K -$3.75K -53 -72%
APC
1336
Aspire Private Capital
North Carolina
$2K – – –
ACM
1337
AUA Capital Management
Pennsylvania
$2K – – –
SIAP
1338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$1.49K +21 New
SMG
1339
Spectrum Management Group
Indiana
$2K +$1.63K +23 New
WWM
1340
Wolff Wiese Magana
California
$2K +$2.33K +33 New
WA
1341
WestEnd Advisors
North Carolina
$1.24K – – –
PWM
1342
Prentice Wealth Management
New York
$1K – – –
TFM
1343
TFC Financial Management
Massachusetts
$1K – – –
Balyasny Asset Management
1344
Balyasny Asset Management
Illinois
– -$92.3M -1,415,940 Closed
WI
1345
Wafra Inc
New York
– -$40.6M -622,247 Closed
ECM
1346
Engle Capital Management
Connecticut
– -$37M -567,137 Closed
LCM
1347
Laurion Capital Management
New York
– -$33.3M -470,661 Closed
GC
1348
Gillson Capital
Illinois
– -$25.7M -394,079 Closed
DKCM
1349
Davidson Kempner Capital Management
New York
– -$12.4M -190,000 Closed
JP
1350
JNE Partners
United Kingdom
– -$10M -153,500 Closed