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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1876
Marex Group
– -$255K -4,874 Closed
BIM
1877
Baldwin Investment Management
Pennsylvania
– -$247K -4,720 Closed
CCM
1878
CAAS Capital Management
New York
– -$246K -4,700 Closed
PA
1879
Parkside Advisors
California
– -$246K -4,694 Closed
CIC
1880
Chilton Investment Company
Connecticut
– -$237K -4,519 Closed
MWM
1881
Marion Wealth Management
Pennsylvania
– -$236K -4,500 Closed
MTWM
1882
Masso Torrence Wealth Management
New Jersey
– -$226K -4,322 Closed
ETIA
1883
Epic Trust Investment Advisors
Washington
– -$223K -4,266 Closed
TFA
1884
Teamwork Financial Advisors
Texas
– -$220K -4,203 Closed
TRIA
1885
Trail Ridge Investment Advisors
Colorado
– -$219K -4,180 Closed
CMI
1886
Clare Market Investments
Texas
– -$218K -4,162 Closed
CWM
1887
Cedar Wealth Management
California
– -$211K -4,028 Closed
FC
1888
Fulcrum Capital
Washington
– -$210K -4,000 Closed
AMR
1889
Asset Management Resources
Massachusetts
– -$206K -3,942 Closed
RPGK
1890
Retirement Planning Group (Kansas)
Kansas
– -$204K -3,900 Closed
WIC
1891
Woodmont Investment Counsel
Tennessee
– -$202K -3,865 Closed
AAS
1892
Ameritas Advisory Services
Nebraska
– -$176K -3,330 Closed
BA
1893
Bellwether Advisors
Nebraska
– -$121K -2,309 Closed
GFWA
1894
Grey Fox Wealth Advisors
Delaware
– -$108K -2,063 Closed
SC
1895
SouthState Corp
Florida
– -$104K -1,987 Closed
DAC
1896
Dividend Assets Capital
South Carolina
– -$112K -1,342 Closed
FCA
1897
Fortis Capital Advisors
Kansas
– -$61.5K -1,175 Closed
ONST
1898
Old North State Trust
North Carolina
– -$57K -1,092 Closed
FA
1899
Fortis Advisors
Pennsylvania
– -$52.4K -1,000 Closed
MIA
1900
Milestone Investment Advisors
Wisconsin
– -$46.5K -888 Closed
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