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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
1501
Morton Brown Family Wealth
Pennsylvania
$2K +$1.53K +22 New
LWANC
1502
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$1.74K +25 New
SIC
1503
SJS Investment Consulting
Ohio
$2K +$1.8K +26 New
ADL
1504
Asset Dedication LLC
California
$2K +$2.08K +30 New
PI
1505
PFS Investments
Georgia
$1.33K +$120K +1,730 +10%
MFT
1506
Moisand Fitzgerald Tamayo
Florida
$1K -$486 -7 -32%
LWCFA
1507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
MUMSS
1508
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K
TFM
1509
TFC Financial Management
Massachusetts
$1K
UFF
1510
USA Financial Formulas
Michigan
$1K
CB
1511
Community Bank
New York
$1K +$1.11K +16 New
HH
1512
HWG Holdings
Texas
$1K +$1.11K +16 New
PCA
1513
Providence Capital Advisors
North Carolina
$1K +$1.18K +17 New
BIM
1514
Baldwin Investment Management
Pennsylvania
$597 -$261K -3,758 -31%
WWP
1515
WR Wealth Planners
Missouri
$431 +$417 +6 New
PWP
1516
Principle Wealth Partners
Connecticut
$407
BSSFA
1517
Baron Silver Stevens Financial Advisors
Florida
$215 +$1.25K +18 New
ACM
1518
Alua Capital Management
New York
-$54.3M -859,300 Closed
TPI
1519
Tesco Pension Investment
United Kingdom
-$42.2M -668,079 Closed
Voloridge Investment Management
1520
Voloridge Investment Management
Florida
-$35.6M -562,884 Closed
EC
1521
Eminence Capital
New York
-$31.9M -504,215 Closed
Alyeska Investment Group
1522
Alyeska Investment Group
Illinois
-$25.3M -400,237 Closed
Squarepoint
1523
Squarepoint
New York
-$27.3M -393,448 Closed
IG
1524
ING Group
Netherlands
-$16.7M -263,803 Closed
CCM
1525
Cinctive Capital Management
New York
-$11.9M -188,672 Closed