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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1251
Granite Investment Advisors
New Hampshire
– -$225K -6,200 Closed
WI
1252
Wintrust Investments
Illinois
– -$222K -6,114 Closed
ICP
1253
Ironvine Capital Partners
Nebraska
– -$204K -5,641 Closed
SXL
1254
Summit X LLC
Missouri
– -$1.05K -2,872 Closed
CG
1255
Cutler Group
California
– -$113K -2,500 Closed
PCM
1256
Penserra Capital Management
California
– -$71K -1,972 Closed
NIM
1257
NuWave Investment Management
New Jersey
– -$69K -1,899 Closed
FHA
1258
Flagship Harbor Advisors
Massachusetts
– -$59K -1,643 Closed
VCM
1259
Vigilant Capital Management
Maine
– -$54K -1,500 Closed
CSPIA
1260
Cary Street Partners Investment Advisory
Virginia
– -$42K -1,149 Closed
GSWM
1261
Golden State Wealth Management
California
– -$40K -1,094 Closed
SC
1262
Slow Capital
California
– -$36K -1,001 Closed
WCG
1263
Weaver Consulting Group
California
– -$13K -367 Closed
M
1264
Mirova
France
– -$13K -351 Closed
RA
1265
Rational Advisors
New York
– -$12K -330 Closed
SIM
1266
Seaview Investment Managers
Florida
– -$9K -216 Closed
AWM
1267
Adams Wealth Management
Utah
– -$8K -210 Closed
CHAM
1268
Clear Harbor Asset Management
Connecticut
– -$7.25K -200 Closed
WT
1269
Washington Trust
Rhode Island
– -$5K -140 Closed
FFA
1270
Founders Financial Alliance
North Carolina
– -$4K -101 Closed
DI
1271
Disciplined Investments
Oklahoma
– -$2K -60 Closed
OIM
1272
Oder Investment Management
California
– +$91 +2 New
CWM
1273
Curi Wealth Management
North Carolina
– +$226 +5 New
SSC
1274
Syverson Strege & Co
Iowa
– +$272 +6 New
BSSFA
1275
Baron Silver Stevens Financial Advisors
Florida
– +$815 +18 New
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