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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1601
Equius Partners
California
– -$294K -3,500 Closed
MFG
1602
Menard Financial Group
Texas
– -$285K -3,392 Closed
MWM
1603
Modera Wealth Management
New Jersey
– -$281K -3,345 Closed
TCM
1604
Telos Capital Management
California
– -$244K -2,903 Closed
DS
1605
DRW Securities
Illinois
– -$239K -2,841 Closed
WCM
1606
Wedge Capital Management
North Carolina
– -$239K -2,837 Closed
MCM
1607
Monument Capital Management
Virginia
– -$236K -2,810 Closed
FQ
1608
First Quadrant
California
– -$236K -2,802 Closed
MF
1609
Manchester Financial
California
– -$226K -2,684 Closed
RI
1610
Ridgewood Investments
New Jersey
– -$223K -2,656 Closed
DLA
1611
Douglas Lane & Associates
New York
– -$218K -2,593 Closed
VCM
1612
Vision Capital Management
Oregon
– -$215K -2,557 Closed
DU
1613
Delphia (USA)
Ontario, Canada
– -$214K -2,549 Closed
SFWC
1614
Strategic Family Wealth Counselors
New Jersey
– -$214K -2,543 Closed
DCM
1615
Deuterium Capital Management
Florida
– -$213K -2,531 Closed
HWIS
1616
Hancock Whitney Investment Services
Louisiana
– -$214K -2,513 Closed
GWANC
1617
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$208K -2,473 Closed
PA
1618
Probity Advisors
Texas
– -$207K -2,464 Closed
NL
1619
NWAM LLC
Washington
– -$200K -2,379 Closed
AOWM
1620
Alpha Omega Wealth Management
Virginia
– -$212K -2,271 Closed
FWM
1621
Focused Wealth Management
New York
– -$160K -1,900 Closed
RPCONE
1622
Retirement Planning Company of New England
Rhode Island
– -$145K -1,729 Closed
DAM
1623
Delta Asset Management
Tennessee
– -$141K -1,679 Closed
UID
1624
Union Investments & Development
Israel
– -$126K -1,500 Closed
FPWM
1625
FSB Premier Wealth Management
Iowa
– -$121K -1,445 Closed
63 64
65
66 67