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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1826
V Wealth Advisors
Kansas
– -$334K -5,889 Closed
ESCM
1827
Echo Street Capital Management
New York
– -$308K -5,440 Closed
AA
1828
ALPS Advisors
Colorado
– -$307K -5,409 Closed
AGA
1829
Accuvest Global Advisors
Utah
– -$299K -5,282 Closed
BAM
1830
Brave Asset Management
New Jersey
– -$295K -5,200 Closed
MFS
1831
Mirabella Financial Services
United Kingdom
– -$285K -5,037 Closed
BWG
1832
Beta Wealth Group
California
– -$278K -4,900 Closed
FFBTD
1833
First Financial Bank - Trust Division
Ohio
– -$275K -4,845 Closed
WJA
1834
Willis Johnson & Associates
Texas
– -$269K -4,738 Closed
ACI
1835
Alpha Cubed Investments
California
– -$261K -4,606 Closed
GFP
1836
Gryphon Financial Partners
Ohio
– -$258K -4,545 Closed
CAS
1837
CTC Alternative Strategies
Illinois
– -$255K -4,500 Closed
BC
1838
Barnett & Company
Tennessee
– -$254K -4,487 Closed
EP
1839
Edgestream Partners
New Jersey
– -$254K -4,477 Closed
KA
1840
Kovack Advisors
Florida
– -$250K -4,405 Closed
AIP
1841
Almanack Investment Partners
Pennsylvania
– -$246K -4,348 Closed
MC
1842
Miramar Capital
Illinois
– -$246K -4,332 Closed
CS
1843
Capital Square
Tennessee
– -$244K -4,311 Closed
MFGM
1844
Marshall Financial Group (Maryland)
Maryland
– -$243K -4,279 Closed
CFO
1845
Collective Family Office
Pennsylvania
– -$242K -4,264 Closed
CA
1846
Claro Advisors
Massachusetts
– -$235K -4,145 Closed
KLCM
1847
KG&L Capital Management
Louisiana
– -$229K -4,045 Closed
GWM
1848
GSB Wealth Management
Connecticut
– -$222K -3,925 Closed
GD
1849
Grandfield & Dodd
New York
– -$220K -3,885 Closed
HIIFS
1850
Harel Insurance Investments & Financial Services
Israel
– -$222K -3,880 Closed
72 73
74
75 76