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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
1926
Retireful LLC
Michigan
– -$1.17M -17,075 Closed
CC
1927
Centiva Capital
New York
– -$1.12M -16,978 Closed
NF
1928
Nikulski Financial
Iowa
– -$1.15M -16,735 Closed
AI
1929
Atom Investors
Texas
– -$1.1M -16,056 Closed
EAM
1930
Eschler Asset Management
United Kingdom
– -$935K -15,024 Closed
TFS
1931
Thoroughbred Financial Services
Tennessee
– -$940K -13,670 Closed
ES
1932
Eagle Strategies
New York
– -$902K -13,117 Closed
PRC
1933
Pearl River Capital
Michigan
– -$893K -12,978 Closed
UC
1934
Unio Capital
New Jersey
– -$734K -10,675 Closed
CA
1935
Capital Advantage
California
– -$711K -10,336 Closed
OTL
1936
Oak Thistle LLC
New York
– -$692K -10,052 Closed
UWS
1937
Unique Wealth Strategies
Illinois
– -$686K -9,971 Closed
BA
1938
Bridge Advisory
California
– -$684K -9,935 Closed
MWM
1939
Meridian Wealth Management
Kentucky
– -$672K -9,762 Closed
OCBCO
1940
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$667K -9,588 Closed
NO
1941
Ninety One
South Africa
– -$655K -9,527 Closed
LCWP
1942
Legacy Capital Wealth Partners
Arkansas
– -$511K -7,425 Closed
CCM
1943
Carlson Capital Management
Minnesota
– -$500K -7,273 Closed
ARC
1944
Advisor Resource Council
Texas
– -$495K -7,189 Closed
DACS
1945
Dymon Asia Capital (Singapore)
Singapore
– -$494K -7,184 Closed
PWS
1946
Peterson Wealth Services
Utah
– -$477K -6,880 Closed
EWM
1947
Executive Wealth Management
Michigan
– -$472K -6,856 Closed
WCM
1948
Washburn Capital Management
Florida
– -$434K -6,314 Closed
MHC
1949
Meyer Handelman Company
New York
– -$409K -5,950 Closed
ACM
1950
Avalon Capital Management
California
– -$406K -5,895 Closed
76 77
78
79 80