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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1826
Guyasuta Investment Advisors
Pennsylvania
– -$231K -2,780 Closed
FTC
1827
Farmers Trust Company
Ohio
– -$230K -2,760 Closed
FCH
1828
Freestone Capital Holdings
Washington
– -$230K -2,759 Closed
CWM
1829
Centric Wealth Management
Illinois
– -$227K -2,723 Closed
KWM
1830
Kolinsky Wealth Management
New Jersey
– -$226K -2,718 Closed
FOA
1831
Five Oceans Advisors
California
– -$225K -2,707 Closed
WWP
1832
Waypoint Wealth Partners
California
– -$225K -2,705 Closed
PFA
1833
Pure Financial Advisors
California
– -$225K -2,701 Closed
NL
1834
NWAM LLC
Washington
– -$222K -2,667 Closed
ACM
1835
Academy Capital Management
Texas
– -$221K -2,656 Closed
MA
1836
MONECO Advisors
Connecticut
– -$220K -2,643 Closed
BP
1837
Broadleaf Partners
Ohio
– -$220K -2,640 Closed
CFA
1838
Cahill Financial Advisors
Minnesota
– -$219K -2,636 Closed
SMWM
1839
Silvia McColl Wealth Management
California
– -$218K -2,623 Closed
B
1840
Barings
North Carolina
– -$218K -2,613 Closed
9WM
1841
9258 Wealth Management
Ohio
– -$215K -2,581 Closed
FIBT
1842
First International Bank & Trust
North Dakota
– -$213K -2,559 Closed
PFM
1843
Patton Fund Management
Texas
– -$210K -2,524 Closed
PSC
1844
Portman Square Capital
United Kingdom
– -$208K -2,500 Closed
PWMG
1845
Provence Wealth Management Group
California
– -$207K -2,492 Closed
SW
1846
SMART Wealth
Nebraska
– -$207K -2,492 Closed
GWAG
1847
Garrett Wealth Advisory Group
Texas
– -$207K -2,481 Closed
OWA
1848
One Wealth Advisors
California
– -$206K -2,469 Closed
RMAM
1849
Raab & Moskowitz Asset Management
New Jersey
– -$205K -2,467 Closed
MWM
1850
Mission Wealth Management
California
– -$205K -2,465 Closed
72 73
74
75 76