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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1551
TFC Financial Management
Massachusetts
$2K – – –
MUMSS
1552
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K +$1.76K +20 New
RCM
1553
Raleigh Capital Management
North Carolina
$2K +$1.76K +20 New
WA
1554
WestEnd Advisors
North Carolina
$1.43K -$1.58K -18 Closed
ACK
1555
Andrew C. Karlinski
$1K -$440 -5 -31%
AAP
1556
Arax Advisory Partners
Colorado
$1K – – –
CFFP
1557
Center for Financial Planning
Michigan
$1K – – –
SIS
1558
Sound Income Strategies
Florida
$1K – – –
SSC
1559
Syverson Strege & Co
Iowa
$1K – – –
UFF
1560
USA Financial Formulas
Michigan
$1K – – –
WWM
1561
Wolff Wiese Magana
California
$1K +$880 +10 New
SIC
1562
SJS Investment Consulting
Ohio
$1K +$1.14K +13 New
AI
1563
Advent International
Massachusetts
– -$107M -1,275,000 Closed
JCM
1564
Junto Capital Management
New York
– -$106M -1,265,744 Closed
Holocene Advisors
1565
Holocene Advisors
New York
– -$49.8M -592,468 Closed
TFA
1566
Tobias Financial Advisors
Florida
– -$24.9M -296,291 Closed
IG
1567
Inherent Group
New York
– -$13.7M -163,300 Closed
SM
1568
Soapstone Management
Maryland
– -$6.31M -75,000 Closed
LC
1569
Lakehouse Capital
Australia
– -$5.94M -70,670 Closed
WI
1570
WBI Investments
New Jersey
– -$4.01M -49,222 Closed
MTIM
1571
Marathon Trading Investment Management
Pennsylvania
– -$4.31M -49,023 Closed
WG
1572
Watchman Group
Texas
– -$3.01M -35,739 Closed
KWILP
1573
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.83M -33,683 Closed
QIM
1574
Quantitative Investment Management
Virginia
– -$2.3M -27,352 Closed
PDN
1575
Pensionfund DSM Netherlands
Netherlands
– -$2.23M -26,500 Closed