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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1551
Clarus Wealth Advisors
Arizona
– -$438K -5,371 Closed
EH
1552
Equitable Holdings
New York
– -$443K -5,259 Closed
MWM
1553
Minot Wealth Management
Massachusetts
– -$430K -5,103 Closed
CRCM
1554
Corbett Road Capital Management
Virginia
– -$404K -4,791 Closed
IHL
1555
Investment House LLC
California
– -$399K -4,729 Closed
GL
1556
Graypoint LLC
New York
– -$367K -4,347 Closed
BCM
1557
BlueCrest Capital Management
Jersey
– -$358K -4,242 Closed
PFA
1558
Pinnacle Family Advisors
Missouri
– -$339K -4,020 Closed
IIC
1559
Integrated Investment Consultants
Michigan
– -$311K -3,691 Closed
FC
1560
Forte Capital
New York
– -$309K -3,672 Closed
FIBT
1561
First International Bank & Trust
North Dakota
– -$285K -3,382 Closed
PCA
1562
Providence Capital Advisors
North Carolina
– -$284K -3,371 Closed
SB
1563
Sunflower Bank
Texas
– -$282K -3,344 Closed
OTL
1564
Oak Thistle LLC
New York
– -$281K -3,336 Closed
9WM
1565
9258 Wealth Management
Ohio
– -$278K -3,293 Closed
CIP
1566
Convergence Investment Partners
Florida
– -$269K -3,196 Closed
LFA
1567
Legacy Financial Advisors
Kentucky
– -$267K -3,169 Closed
AAS
1568
Ameritas Advisory Services
Nebraska
– -$265K -3,145 Closed
CCIA
1569
Cherry Creek Investment Advisors
Colorado
– -$262K -3,105 Closed
CWM
1570
C2C Wealth Management
Arizona
– -$242K -3,100 Closed
FC
1571
Financial Consulate
Maryland
– -$261K -3,100 Closed
WWM
1572
Western Wealth Management
Colorado
– -$260K -3,095 Closed
NAMP
1573
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$260K -3,090 Closed
CCG
1574
Cypress Capital Group
Florida
– -$259K -3,068 Closed
SAM
1575
Silvercrest Asset Management
New York
– -$255K -3,024 Closed
61 62
63
64 65