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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1851
Evergreen Private Wealth
Colorado
$130 – – –
LWANC
1852
Laurel Wealth Advisors (North Carolina)
North Carolina
$65 – – –
WBC
1853
West Branch Capital
Massachusetts
$65 +$66 +1 New
DWM
1854
Dogwood Wealth Management
Kansas
$14 – – –
PCFFS
1855
Pacific Center for Financial Services
California
$8 – – –
IIP
1856
Intermede Investment Partners
United Kingdom
– -$158M -2,139,159 Closed
HMP
1857
HS Management Partners
New York
– -$94.3M -1,280,270 Closed
Westfield Capital Management
1858
Westfield Capital Management
Massachusetts
– -$80M -1,086,071 Closed
DGM
1859
Delta Global Management
New York
– -$40.2M -545,363 Closed
BGIM
1860
Brandywine Global Investment Management
Pennsylvania
– -$24.7M -334,553 Closed
MAM
1861
Mark Asset Management
New York
– -$24.2M -329,018 Closed
ADEF
1862
Adams Diversified Equity Fund
Maryland
– -$22.9M -310,700 Closed
PMAM
1863
Picton Mahoney Asset Management
Ontario, Canada
– -$17.4M -265,617 Closed
GI
1864
Gradient Investments
Minnesota
– -$15.9M -215,852 Closed
1C
1865
1623 Capital
Virginia
– -$13.4M -182,300 Closed
CP
1866
Cumberland Partners
Ontario, Canada
– -$11.6M -156,898 Closed
NONA
1867
Ninety One North America
New York
– -$11.4M -155,354 Closed
Point72 Asset Management
1868
Point72 Asset Management
Connecticut
– -$8.34M -127,024 Closed
CCM
1869
Cinctive Capital Management
New York
– -$7.53M -102,180 Closed
SW
1870
SVB Wealth
Massachusetts
– -$7.06M -95,846 Closed
BIG
1871
Boothe Investment Group
Delaware
– -$6.82M -92,944 Closed
Walleye Trading
1872
Walleye Trading
New York
– -$5.01M -76,275 Closed
NG
1873
NWK Group
California
– -$5.49M -74,516 Closed
LWM
1874
Liberty Wealth Management
California
– -$110K -69,427 Closed
PFM
1875
Patton Fund Management
Texas
– -$4.97M -67,379 Closed