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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
2476
Howard Hughes Medical Institute
Maryland
– -$36K -360 Closed
OC
2477
Optima Capital
Oregon
– -$29.7K -297 Closed
MFG
2478
Mendota Financial Group
Wisconsin
– -$27.7K -277 Closed
LIA
2479
Luken Investment Analytics
Tennessee
– -$23.2K -232 Closed
OCM
2480
Osterweis Capital Management
California
– -$22.6K -226 Closed
TAM
2481
Tucker Asset Management
Colorado
– -$21.1K -211 Closed
OWP
2482
ORG Wealth Partners
Texas
– -$18.4K -184 Closed
BOJHT
2483
Bank of Jackson Hole Trust
Wyoming
– -$12.2K -122 Closed
IA
2484
Icon Advisers
Colorado
– -$12K -120 Closed
LB
2485
Legacy Bridge
Iowa
– -$11.5K -115 Closed
WAM
2486
Wolverine Asset Management
Illinois
– -$11.5K -115 Closed
NSG
2487
Nalls Sherbakoff Group
Tennessee
– -$10.3K -103 Closed
IPS
2488
Investors Portfolio Services
Washington
– -$9.99K -100 Closed
TPBG
2489
Turning Point Benefit Group
Maryland
– -$6.79K -68 Closed
CFP
2490
Comprehensive Financial Planning
Pennsylvania
– -$6.69K -67 Closed
WW
2491
Winnow Wealth
Texas
– -$5.2K -52 Closed
GWM
2492
Greenline Wealth Management
Florida
– -$3.7K -37 Closed
MW
2493
Merited Wealth
Florida
– -$3.7K -37 Closed
QWM
2494
Quaker Wealth Management
New Jersey
– -$3.2K -32 Closed
WPA
2495
Wealth Preservation Advisors
Tennessee
– -$3.1K -31 Closed
SFG
2496
Strive Financial Group
Indiana
– -$300 -3 Closed
LWANC
2497
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$100 -1 Closed
LP
2498
LMR Partners
United Kingdom
– -$100 -1 Closed
96 97 98 99
100