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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1126
Gould Asset Management
California
– -$218K -4,427 Closed
FIM
1127
Fruth Investment Management
Texas
– -$216K -4,400 Closed
WCA
1128
Westover Capital Advisors
Delaware
– -$214K -4,357 Closed
LSAG
1129
Lake Street Advisors Group
New Hampshire
– -$212K -4,321 Closed
BBA
1130
BLB&B Advisors
Pennsylvania
– -$211K -4,290 Closed
CAG
1131
Crestwood Advisors Group
Massachusetts
– -$210K -4,267 Closed
PAM
1132
Peak Asset Management
Colorado
– -$207K -4,209 Closed
VDI
1133
Vaughan David Investments
Illinois
– -$207K -4,209 Closed
WI
1134
WrapManager Inc
California
– -$206K -4,201 Closed
VST
1135
Van Strum & Towne
California
– -$206K -4,200 Closed
HB
1136
Homrich & Berg
Georgia
– -$206K -4,184 Closed
LC
1137
Lourd Capital
California
– -$201K -4,084 Closed
OWA
1138
One Wealth Advisors
California
– -$186K -3,778 Closed
ZB
1139
Zions Bancorporation
Utah
– -$136K -2,764 Closed
ACM
1140
Aviance Capital Management
Florida
– -$133K -2,707 Closed
SSP
1141
Sapphire Star Partners
Washington
– -$123K -2,500 Closed
RMAM
1142
Raab & Moskowitz Asset Management
New Jersey
– -$121K -2,467 Closed
AIM
1143
Acropolis Investment Management
Missouri
– -$120K -2,437 Closed
CPH
1144
C Partners Holding
Switzerland
– -$112K -2,270 Closed
DBT
1145
Dubuque Bank & Trust
Iowa
– -$108K -2,200 Closed
MWPCG
1146
Measured Wealth Private Client Group
New Hampshire
– -$93K -1,896 Closed
KJWM
1147
Kiley Juergens Wealth Management
Washington
– -$80K -1,638 Closed
TFS
1148
TrustCore Financial Services
Tennessee
– -$71K -1,440 Closed
MWM
1149
MinichMacGregor Wealth Management
New York
– -$59K -1,199 Closed
APP
1150
Avantax Planning Partners
Iowa
– -$48K -986 Closed
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