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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1551
Liberty Wealth Management
California
– -$45K -618 Closed
DOA
1552
D'Orazio & Associates
Virginia
– -$43K -594 Closed
JPLA
1553
Joseph P. Lucia & Associates
New York
– -$38K -519 Closed
LFG
1554
Larson Financial Group
Missouri
– -$36K -500 Closed
CPC
1555
Consolidated Planning Corp
Georgia
– -$29K -397 Closed
RA
1556
Resolute Advisors
California
– -$27K -372 Closed
UOTTAIMCU
1557
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$26K -355 Closed
EWA
1558
Evolution Wealth Advisors
Florida
– -$10K -136 Closed
RTL
1559
Red Tortoise LLC
Georgia
– -$9K -132 Closed
RCA
1560
Ranch Capital Advisors
Florida
– -$9K -125 Closed
HWA
1561
Heritage Wealth Advisors
Virginia
– -$7.5K -103 Closed
BMD
1562
Better Money Decisions
New Mexico
– -$5K -71 Closed
AWA
1563
Artemis Wealth Advisors
New York
– -$2.24K -31 Closed
SMG
1564
Spectrum Management Group
Indiana
– -$2K -23 Closed
MG
1565
MilWealth Group
Wisconsin
– -$1.6K -22 Closed
PWM
1566
Prentice Wealth Management
New York
– -$1K -10 Closed
AIP
1567
Ahrens Investment Partners
Louisiana
– +$162 +2 New
SFG
1568
Steward Financial Group
Texas
– +$243 +3 New
CWM
1569
Curi Wealth Management
North Carolina
– +$728 +9 New
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