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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
1776
Colton Groome Financial Advisors
North Carolina
– -$329K -3,954 Closed
RIA
1777
Regal Investment Advisors
Michigan
– -$326K -3,918 Closed
AFT
1778
Alpha Family Trust
California
– -$323K -3,875 Closed
HCM
1779
HMS Capital Management
Tennessee
– -$321K -3,861 Closed
NPF
1780
Norris Perne & French
Michigan
– -$321K -3,850 Closed
CA
1781
Carson Advisory
Georgia
– -$317K -3,803 Closed
MAWA
1782
Moss Adams Wealth Advisors
Washington
– -$313K -3,762 Closed
ACM
1783
Absolute Capital Management
Pennsylvania
– -$308K -3,700 Closed
WCF
1784
West Coast Financial
California
– -$305K -3,665 Closed
GCM
1785
Glaxis Capital Management
Florida
– -$305K -3,664 Closed
CK
1786
Cohen Klingenstein
New York
– -$305K -3,660 Closed
HIIFS
1787
Harel Insurance Investments & Financial Services
Israel
– -$302K -3,660 Closed
BWM
1788
Baron Wealth Management
Michigan
– -$304K -3,651 Closed
QFA
1789
Quantum Financial Advisors
California
– -$304K -3,649 Closed
SQA
1790
Simon Quick Advisors
New Jersey
– -$303K -3,638 Closed
KFC
1791
Klingenstein Fields & Co
New York
– -$301K -3,615 Closed
VCA
1792
Verdence Capital Advisors
Maryland
– -$299K -3,588 Closed
WA
1793
Waddell & Associates
Tennessee
– -$298K -3,580 Closed
TCM
1794
Telos Capital Management
California
– -$296K -3,553 Closed
SAG
1795
SageView Advisory Group
California
– -$295K -3,549 Closed
LCM
1796
LCM Capital Management
Illinois
– -$289K -3,472 Closed
TIA
1797
Tandem Investment Advisors
South Carolina
– -$286K -3,432 Closed
BFS
1798
Bradley Foster & Sargent
Connecticut
– -$283K -3,394 Closed
EFG
1799
Everhart Financial Group
Ohio
– -$282K -3,385 Closed
HVIA
1800
Hudson Valley Investment Advisors
New York
– -$281K -3,372 Closed
70 71
72
73 74