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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
1551
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K +$1.76K +20 New
RCM
1552
Raleigh Capital Management
North Carolina
$2K +$1.76K +20 New
LWMNY
1553
Landmark Wealth Management (New York)
New York
$1.56K +$137K +1,561 New
ACK
1554
Andrew C. Karlinski
$1K -$440 -5 -31%
AAP
1555
Arax Advisory Partners
Colorado
$1K
CFFP
1556
Center for Financial Planning
Michigan
$1K
SIS
1557
Sound Income Strategies
Florida
$1K
SSC
1558
Syverson Strege & Co
Iowa
$1K
UFF
1559
USA Financial Formulas
Michigan
$1K
WWM
1560
Wolff Wiese Magana
California
$1K +$880 +10 New
SIC
1561
SJS Investment Consulting
Ohio
$1K +$1.14K +13 New
BIM
1562
Baldwin Investment Management
Pennsylvania
$455 +$24.2K +275 +5%
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