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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1926
Ally Financial
Michigan
-$1.09M -15,000 Closed
CM
1927
Caption Management
Oklahoma
-$1.09M -15,000 Closed
GAA
1928
Global Assets Advisory
Florida
-$203K -14,657 Closed
PS
1929
Portfolio Strategies
New York
-$951K -13,145 Closed
NC
1930
Nightview Capital
Texas
-$870K -12,022 Closed
CIM
1931
CIM Investment Management
Pennsylvania
-$868K -11,992 Closed
WAM
1932
Wilsey Asset Management
California
-$839K -11,592 Closed
JWM
1933
Jupiter Wealth Management
Colorado
-$764K -10,000 Closed
SG
1934
StoneX Group
New York
-$712K -9,838 Closed
Baillie Gifford & Co
1935
Baillie Gifford & Co
United Kingdom
-$656K -9,074 Closed
ECU
1936
Eisler Capital (UK)
United Kingdom
-$620K -8,392 Closed
EA
1937
Emerald Advisers
Pennsylvania
-$591K -8,176 Closed
IIM
1938
InTrack Investment Management
Vermont
-$587K -8,118 Closed
N
1939
Natixis
France
-$523K -7,236 Closed
SCP
1940
Stamos Capital Partners
California
-$509K -7,040 Closed
CA
1941
Cornerstone Advisory
Maryland
-$504K -6,974 Closed
QCM
1942
Qsemble Capital Management
New York
-$497K -6,876 Closed
RVPG
1943
Relative Value Partners Group
-$410K -6,522 Closed
CBFP
1944
Cedar Brook Financial Partners
Ohio
-$471K -6,511 Closed
CA
1945
CoreCap Advisors
Michigan
-$449K -6,205 Closed
FWP
1946
FAS Wealth Partners
Kansas
-$432K -5,972 Closed
EW
1947
Evoke Wealth
California
-$425K -5,881 Closed
CCIA
1948
Campbell & Co Investment Adviser
Maryland
-$403K -5,566 Closed
TIA
1949
Traphagen Investment Advisors
New Jersey
-$354K -4,887 Closed
PCA
1950
Prosperity Capital Advisors
Ohio
-$350K -4,836 Closed