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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1601
MONECO Advisors
Connecticut
– -$222K -2,631 Closed
RIA
1602
Regal Investment Advisors
Michigan
– -$220K -2,611 Closed
WA
1603
Wealth Architects
California
– -$220K -2,609 Closed
BMC
1604
Benin Management Corp
Connecticut
– -$219K -2,600 Closed
QI
1605
Qtron Investments
Massachusetts
– -$217K -2,572 Closed
SSCA
1606
South Shore Capital Advisors
Massachusetts
– -$217K -2,570 Closed
OPA
1607
Old Port Advisors
Maine
– -$214K -2,565 Closed
WA
1608
Waverly Advisors
Alabama
– -$216K -2,558 Closed
SW
1609
SteelPeak Wealth
California
– -$214K -2,544 Closed
CHP
1610
Cable Hill Partners
Oregon
– -$214K -2,534 Closed
SWA
1611
SFMG Wealth Advisors
Texas
– -$214K -2,534 Closed
PFP
1612
Paragon Financial Partners
California
– -$213K -2,527 Closed
CFA
1613
Cahill Financial Advisors
Minnesota
– -$211K -2,501 Closed
GP
1614
Greenline Partners
New York
– -$211K -2,499 Closed
GWAG
1615
Garrett Wealth Advisory Group
Texas
– -$209K -2,481 Closed
BCM
1616
Brookstone Capital Management
Illinois
– -$202K -2,479 Closed
RMAM
1617
Raab & Moskowitz Asset Management
New Jersey
– -$207K -2,467 Closed
WAM
1618
Weatherly Asset Management
California
– -$207K -2,459 Closed
ADIM
1619
Alpha DNA Investment Management
Maryland
– -$206K -2,449 Closed
MW
1620
Marcum Wealth
Ohio
– -$205K -2,434 Closed
BA
1621
Bridgewater Advisors
New York
– -$205K -2,431 Closed
CCFM
1622
Clear Creek Financial Management
Washington
– -$205K -2,431 Closed
IWM
1623
IHT Wealth Management
Illinois
– -$204K -2,415 Closed
DIM
1624
Delta Investment Management
California
– -$203K -2,408 Closed
BO
1625
BRR OpCo
Ohio
– -$203K -2,402 Closed
63 64
65
66 67