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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1851
Weatherly Asset Management
California
– -$205K -2,459 Closed
FAFN
1852
First Affirmative Financial Network
Colorado
– -$202K -2,432 Closed
AWM
1853
Angeles Wealth Management
California
– -$202K -2,430 Closed
ZCM
1854
Ziegler Capital Management
Illinois
– -$202K -2,426 Closed
SPP
1855
Single Point Partners
Massachusetts
– -$202K -2,423 Closed
AC
1856
AlphaCore Capital
California
– -$183K -2,197 Closed
MFG
1857
Mendota Financial Group
Wisconsin
– -$123K -1,480 Closed
GFL
1858
Granite FO LLC
New Hampshire
– -$101K -1,220 Closed
MWM
1859
MinichMacGregor Wealth Management
New York
– -$101K -1,218 Closed
AWM
1860
Accurate Wealth Management
Florida
– -$100K -1,173 Closed
CAL
1861
Capital Advisors Ltd
Ohio
– -$20K -770 Closed
DWP
1862
Destiny Wealth Partners
Florida
– -$50.2K -603 Closed
WOSD
1863
WFA of San Diego
California
– -$33.6K -404 Closed
FRA
1864
Front Row Advisors
California
– -$32K -384 Closed
MCC
1865
Money Concepts Capital
Florida
– -$30.4K -365 Closed
PFC
1866
Phocas Financial Corp
California
– -$25K -300 Closed
GIA
1867
Goodwin Investment Advisory
Georgia
– -$22.3K -268 Closed
EE
1868
EWG Elevate
California
– -$19.8K -238 Closed
CAS
1869
Coppell Advisory Solutions
Texas
– -$17.3K -208 Closed
CASC
1870
Coppell Advisory Solutions Corp
Texas
– -$17.3K -208 Closed
BLC
1871
Brown, Lisle/Cummings
Rhode Island
– -$16.1K -193 Closed
GMA
1872
Glassy Mountain Advisors
Maryland
– -$15.9K -191 Closed
FA
1873
Fiduciary Alliance
South Carolina
– -$15.7K -188 Closed
HT
1874
Headlands Technologies
Illinois
– -$12K -139 Closed
SCA
1875
Stuart Chaussee & Associates
California
– -$11.4K -137 Closed
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