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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1101
Zions Bancorporation
Utah
– -$143K -2,741 Closed
WDL
1102
Well Done LLC
Michigan
– -$118K -2,262 Closed
HFP
1103
Holistic Financial Partners
Indiana
– -$116K -2,224 Closed
KF
1104
Krilogy Financial
Missouri
– -$109K -2,084 Closed
CIP
1105
Convergence Investment Partners
Florida
– -$104K -1,989 Closed
IWM
1106
IHT Wealth Management
Illinois
– -$91K -1,796 Closed
APP
1107
Avantax Planning Partners
Iowa
– -$64K -1,227 Closed
P8IP
1108
Pier 88 Investment Partners
California
– -$49K -930 Closed
SC
1109
Slow Capital
California
– -$42K -800 Closed
VEA
1110
Virtus ETF Advisers
New York
– -$28K -532 Closed
AIS
1111
AlphaOne Investment Services
Pennsylvania
– -$25K -473 Closed
CCA
1112
Clearwater Capital Advisors
Illinois
– -$16K -300 Closed
PS
1113
Portfolio Solutions
Michigan
– -$10K -200 Closed
SFPIA
1114
Stevens First Principles Investment Advisors
California
– -$7K -131 Closed
OFW
1115
Omnia Family Wealth
Florida
– -$4K -68 Closed
JWA
1116
JFS Wealth Advisors
Pennsylvania
– -$3K -65 Closed
CA
1117
Centerpoint Advisors
Massachusetts
– -$3K -63 Closed
RWA
1118
Ropes Wealth Advisors
Massachusetts
– -$2K -39 Closed
AWA
1119
Acorn Wealth Advisors
Michigan
– -$1K -24 Closed
AWM
1120
Avior Wealth Management
Nebraska
– -$1K -15 Closed
KL
1121
KWMG LLC
Kansas
– +$55 +1 New
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