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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1926
Centiva Capital
New York
– -$1.12M -16,978 Closed
NF
1927
Nikulski Financial
Iowa
– -$1.15M -16,735 Closed
AI
1928
Atom Investors
Texas
– -$1.1M -16,056 Closed
EAM
1929
Eschler Asset Management
United Kingdom
– -$935K -15,024 Closed
TFS
1930
Thoroughbred Financial Services
Tennessee
– -$940K -13,670 Closed
ES
1931
Eagle Strategies
New York
– -$902K -13,117 Closed
PRC
1932
Pearl River Capital
Michigan
– -$893K -12,978 Closed
UC
1933
Unio Capital
New Jersey
– -$734K -10,675 Closed
CA
1934
Capital Advantage
California
– -$711K -10,336 Closed
OTL
1935
Oak Thistle LLC
New York
– -$692K -10,052 Closed
UWS
1936
Unique Wealth Strategies
Illinois
– -$686K -9,971 Closed
BA
1937
Bridge Advisory
California
– -$684K -9,935 Closed
MWM
1938
Meridian Wealth Management
Kentucky
– -$672K -9,762 Closed
OCBCO
1939
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$667K -9,588 Closed
NO
1940
Ninety One
South Africa
– -$655K -9,527 Closed
LCWP
1941
Legacy Capital Wealth Partners
Arkansas
– -$511K -7,425 Closed
CCM
1942
Carlson Capital Management
Minnesota
– -$500K -7,273 Closed
ARC
1943
Advisor Resource Council
Texas
– -$495K -7,189 Closed
DACS
1944
Dymon Asia Capital (Singapore)
Singapore
– -$494K -7,184 Closed
PWS
1945
Peterson Wealth Services
Utah
– -$477K -6,880 Closed
EWM
1946
Executive Wealth Management
Michigan
– -$472K -6,856 Closed
WCM
1947
Washburn Capital Management
Florida
– -$434K -6,314 Closed
MHC
1948
Meyer Handelman Company
New York
– -$409K -5,950 Closed
ACM
1949
Avalon Capital Management
California
– -$406K -5,895 Closed
MWM
1950
MinichMacGregor Wealth Management
New York
– -$400K -5,818 Closed
76 77
78
79 80