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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1751
Stevens Capital Management
Pennsylvania
-$598K -7,182 Closed
CWM
1752
Calamos Wealth Management
Illinois
-$586K -7,043 Closed
TSS
1753
Two Sigma Securities
New York
-$507K -6,919 Closed
AGA
1754
Accuvest Global Advisors
Utah
-$528K -6,344 Closed
CC
1755
Corton Capital
Ontario, Canada
-$511K -6,143 Closed
ONGA
1756
O'Neil Global Advisors
California
-$483K -5,800 Closed
CCA
1757
Childress Capital Advisors
Texas
-$481K -5,781 Closed
SC
1758
SRB Corp
Massachusetts
-$479K -5,744 Closed
DU
1759
Delphia (USA)
Ontario, Canada
-$473K -5,684 Closed
4WM
1760
44 Wealth Management
Oregon
-$456K -5,471 Closed
M
1761
Mirova
France
-$449K -5,394 Closed
Fayez Sarofim & Co
1762
Fayez Sarofim & Co
Texas
-$447K -5,363 Closed
GKWIM
1763
Gerber Kawasaki Wealth & Investment Management
California
-$444K -5,330 Closed
MWM
1764
Meridian Wealth Management
Kentucky
-$415K -4,980 Closed
AC
1765
ASB Consultores
Florida
-$405K -4,859 Closed
PIM
1766
Progressive Investment Management
Oregon
-$387K -4,647 Closed
RC
1767
Rovin Capital
Arizona
-$385K -4,629 Closed
GL
1768
Graypoint LLC
New York
-$379K -4,554 Closed
DWM
1769
Defined Wealth Management
Oregon
-$355K -4,267 Closed
ACIM
1770
Azimuth Capital Investment Management
Michigan
-$354K -4,250 Closed
BJL
1771
Brighton Jones LLC
Washington
-$353K -4,238 Closed
AWA
1772
Arete Wealth Advisors
Illinois
-$345M -4,139 Closed
KA
1773
Klingman & Associates
New York
-$344K -4,128 Closed
SMH
1774
Sanders Morris Harris
Texas
-$333K -4,000 Closed
LFA
1775
Legacy Financial Advisors
Kentucky
-$333K -3,996 Closed