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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
1526
Founders Capital Management (Texas)
Texas
$204K -$5.97K -114 -3%
LC
1527
Landaas & Company
Wisconsin
$204K +$189K +3,600 New
HFM
1528
Harvest Fund Management
China
$204K +$189K +3,601 New
AL
1529
ACAS LLC
California
$203K +$188K +3,584 New
TCM
1530
Telos Capital Management
California
$201K +$186K +3,553 New
MPWT
1531
MassMutual Private Wealth & Trust
Connecticut
$200K +$81.2K +1,551 +78%
CWC
1532
Carolinas Wealth Consulting
North Carolina
$194K +$2.41K +46 +1%
PAM
1533
Paradigm Asset Management
New York
$187K -$477K -9,100 -73%
ODG
1534
O'Dell Group
Ohio
$187K +$173K +3,295 New
CSS
1535
Cubist Systematic Strategies
Connecticut
$175K -$40.2M -766,910 -100%
HIA
1536
Harbor Investment Advisory
Maryland
$174K +$357K +6,818 +287%
EMFAT
1537
Emerald Mutual Fund Advisers Trust
Pennsylvania
$173K +$160K +3,049 New
TWM
1538
Tradition Wealth Management
Minnesota
$170K +$43.3K +827 +38%
TF
1539
TimeScale Financial
Massachusetts
$168K +$733 +14 +0.5%
HWP
1540
Highline Wealth Partners
California
$167K +$153K +2,920 +11,231%
HWA
1541
HHM Wealth Advisors
Tennessee
$164K +$11.5K +220 +8%
SWA
1542
SOA Wealth Advisors
New York
$164K +$7.49K +143 +5%
MAM
1543
Magellan Asset Management
Australia
$161K +$149K +2,843 New
PB
1544
Pinnacle Bancorp
Nebraska
$161K +$36.7K +700 +33%
WT
1545
Washington Trust
Rhode Island
$157K +$8.85K +169 +6%
MFG
1546
Mendota Financial Group
Wisconsin
$157K +$145K +2,772 New
KSWA
1547
Kathleen S. Wright Associates
Pennsylvania
$153K – – –
BTI
1548
Blue Trust Inc
Georgia
$153K -$441K -8,413 -74%
LF
1549
Lee Financial
Texas
$148K +$9.69K +185 +8%
GFPC
1550
Global Financial Private Client
Florida
$148K -$27.1K -517 -17%