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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
1851
Qsemble Capital Management
New York
– -$534K -10,200 Closed
PM
1852
Plustick Management
Virginia
– -$524K -10,000 Closed
LWM
1853
Lyell Wealth Management
California
– -$494K -9,436 Closed
RCM
1854
Radnor Capital Management
Pennsylvania
– -$486K -9,285 Closed
HH
1855
HWG Holdings
Texas
– -$483K -9,229 Closed
LA
1856
Latitude Advisors
Florida
– -$468K -8,928 Closed
Point72 Asset Management
1857
Point72 Asset Management
Connecticut
– -$466K -8,888 Closed
SWRP
1858
Summit Wealth & Retirement Planning
California
– -$464K -8,864 Closed
LOAMS
1859
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$463K -8,841 Closed
BIP
1860
Blueprint Investment Partners
North Carolina
– -$396K -7,552 Closed
BFO
1861
Biltmore Family Office
North Carolina
– -$363K -6,926 Closed
SAF
1862
Smith Anglin Financial
Texas
– -$354K -6,751 Closed
KTA
1863
Keeley-Teton Advisors
Illinois
– -$340K -6,488 Closed
AWA
1864
Alta Wealth Advisors
Massachusetts
– -$337K -6,442 Closed
LCWP
1865
Legacy Capital Wealth Partners
Arkansas
– -$331K -6,324 Closed
CCI
1866
Credit Capital Investments
New Jersey
– -$314K -6,000 Closed
CFO
1867
Colony Family Offices
North Carolina
– -$309K -5,900 Closed
BP
1868
BBR Partners
New York
– -$307K -5,857 Closed
LA
1869
LVW Advisors
New York
– -$290K -5,534 Closed
CCM
1870
Cinctive Capital Management
New York
– -$281K -5,370 Closed
KAM
1871
Knightsbridge Asset Management
California
– -$277K -5,282 Closed
BWA
1872
Brave Warrior Advisors
New York
– -$275K -5,250 Closed
CB
1873
Cadence Bank
Mississippi
– -$273K -5,219 Closed
GCP
1874
GSA Capital Partners
United Kingdom
– -$273K -5,215 Closed
NRW
1875
Nova R Wealth
Kansas
– -$268K -5,121 Closed