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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1126
New England Research & Management
Illinois
– -$222K -4,519 Closed
GAM
1127
Gould Asset Management
California
– -$218K -4,427 Closed
FIM
1128
Fruth Investment Management
Texas
– -$216K -4,400 Closed
WCA
1129
Westover Capital Advisors
Delaware
– -$214K -4,357 Closed
LSAG
1130
Lake Street Advisors Group
New Hampshire
– -$212K -4,321 Closed
BBA
1131
BLB&B Advisors
Pennsylvania
– -$211K -4,290 Closed
CAG
1132
Crestwood Advisors Group
Massachusetts
– -$210K -4,267 Closed
PAM
1133
Peak Asset Management
Colorado
– -$207K -4,209 Closed
VDI
1134
Vaughan David Investments
Illinois
– -$207K -4,209 Closed
WI
1135
WrapManager Inc
California
– -$206K -4,201 Closed
VST
1136
Van Strum & Towne
California
– -$206K -4,200 Closed
HB
1137
Homrich & Berg
Georgia
– -$206K -4,184 Closed
LC
1138
Lourd Capital
California
– -$201K -4,084 Closed
OWA
1139
One Wealth Advisors
California
– -$186K -3,778 Closed
ZB
1140
Zions Bancorporation
Utah
– -$136K -2,764 Closed
ACM
1141
Aviance Capital Management
Florida
– -$133K -2,707 Closed
SSP
1142
Sapphire Star Partners
Washington
– -$123K -2,500 Closed
RMAM
1143
Raab & Moskowitz Asset Management
New Jersey
– -$121K -2,467 Closed
AIM
1144
Acropolis Investment Management
Missouri
– -$120K -2,437 Closed
CPH
1145
C Partners Holding
Switzerland
– -$112K -2,270 Closed
DBT
1146
Dubuque Bank & Trust
Iowa
– -$108K -2,200 Closed
MWPCG
1147
Measured Wealth Private Client Group
New Hampshire
– -$93K -1,896 Closed
KJWM
1148
Kiley Juergens Wealth Management
Washington
– -$80K -1,638 Closed
TFS
1149
TrustCore Financial Services
Tennessee
– -$71K -1,440 Closed
MWM
1150
MinichMacGregor Wealth Management
New York
– -$59K -1,199 Closed
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