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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1726
IBEX Wealth Advisors
New Jersey
– -$1.99M -23,951 Closed
AP
1727
Appleton Partners
Massachusetts
– -$1.88M -22,546 Closed
BIM
1728
Bridges Investment Management
Nebraska
– -$1.83M -21,973 Closed
ETCM
1729
Evolutionary Tree Capital Management
Virginia
– -$1.82M -21,884 Closed
DCM
1730
Dupont Capital Management
Delaware
– -$1.72M -20,604 Closed
LFM
1731
LGT Fund Management
Liechtenstein
– -$1.67M -20,000 Closed
AWP
1732
Accretive Wealth Partners
New Jersey
– -$1.66M -19,907 Closed
PCM
1733
Prelude Capital Management
New York
– -$1.64M -19,718 Closed
NC
1734
NovaPoint Capital
Georgia
– -$1.55M -18,573 Closed
MMC
1735
Mizuho Markets Cayman
Cayman Islands
– -$1.51M -18,189 Closed
SCM
1736
Silvant Capital Management
Georgia
– -$1.41M -16,910 Closed
WI
1737
WBI Investments
New Jersey
– -$1.2M -14,464 Closed
CNWM
1738
Clay Northam Wealth Management
California
– -$1.15M -13,773 Closed
BG
1739
Bollard Group
Massachusetts
– -$1.11M -13,388 Closed
MYIA
1740
Mount Yale Investment Advisors
Colorado
– -$993K -11,926 Closed
FM
1741
Family Management
New York
– -$922K -11,069 Closed
SAM
1742
Seelaus Asset Management
New Jersey
– -$878K -10,544 Closed
CA
1743
Claro Advisors
Massachusetts
– -$804K -9,662 Closed
SFG
1744
SNS Financial Group
Minnesota
– -$780K -9,370 Closed
BEW
1745
Burton Enright Welch
California
– -$765K -9,188 Closed
VI
1746
Versor Investments
New York
– -$699K -8,400 Closed
ARMT
1747
Amica Retiree Medical Trust
Rhode Island
– -$649K -7,790 Closed
FNBOH
1748
First National Bank of Hutchinson
Kansas
– -$642K -7,707 Closed
ALAM
1749
Asahi Life Asset Management
Japan
– -$607K -7,285 Closed
ICM
1750
Intrepid Capital Management
Florida
– -$600K -7,211 Closed
68 69
70
71 72