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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1126
Lighthouse Financial Advisors
Maryland
– -$223K -6,617 Closed
TA
1127
Tiedemann Advisors
New York
– -$224K -6,609 Closed
IAA
1128
Independent Advisor Alliance
North Carolina
– -$221K -6,561 Closed
OPS
1129
Orion Portfolio Solutions
Nebraska
– -$221K -6,542 Closed
IHL
1130
Investment House LLC
California
– -$218K -6,465 Closed
NWA
1131
New World Advisors
Massachusetts
– -$210K -6,350 Closed
QSS
1132
Quantitative Systematic Strategies
Florida
– -$212K -6,275 Closed
XM
1133
XTX Markets
New York
– -$207K -6,134 Closed
KA
1134
Klingman & Associates
New York
– -$206K -6,118 Closed
LCM
1135
Laurion Capital Management
New York
– -$211K -6,067 Closed
MAM
1136
Morse Asset Management
Connecticut
– -$202K -6,000 Closed
PAMP
1137
Polar Asset Management Partners
Ontario, Canada
– -$202K -5,975 Closed
WANY
1138
Wealthspire Advisors (New York)
New York
– -$200K -5,929 Closed
ARMT
1139
Amica Retiree Medical Trust
Rhode Island
– -$168K -4,989 Closed
SF
1140
Synovus Financial
Georgia
– -$163K -4,875 Closed
HBT
1141
Hills Bank & Trust
Iowa
– -$143K -4,260 Closed
FMT
1142
First Mercantile Trust
Tennessee
– -$140K -4,160 Closed
FANJ
1143
Financial Architects (New Jersey)
New Jersey
– -$123K -3,659 Closed
KPW
1144
Kore Private Wealth
New York
– -$92K -2,729 Closed
RCA
1145
Reitz Capital Advisors
Michigan
– -$47K -1,400 Closed
BSAM
1146
Blue Square Asset Management
New York
– -$47K -1,379 Closed
KWM
1147
Keebeck Wealth Management
Illinois
– -$44K -1,324 Closed
AAP
1148
Arax Advisory Partners
Colorado
– -$45K -1,323 Closed
WFMPM
1149
Woodley Farra Manion Portfolio Management
Indiana
– -$24K -700 Closed
BL
1150
Balentine LLC
Georgia
– -$21K -617 Closed
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