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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1926
Massachusetts Wealth Management
Massachusetts
– -$451K -6,125 Closed
PI
1927
Parkside Investments
Illinois
– -$442K -6,000 Closed
AGM
1928
Alpine Global Management
New York
– -$428K -5,809 Closed
AAS
1929
Annex Advisory Services
Wisconsin
– -$415K -5,632 Closed
IHL
1930
Investment House LLC
California
– -$412K -5,590 Closed
AAS
1931
Ameritas Advisory Services
Nebraska
– -$400K -5,428 Closed
CFM
1932
Catalyst Funds Management
Australia
– -$398K -5,400 Closed
NEI
1933
Northwest & Ethical Investments
Ontario, Canada
– -$351K -5,350 Closed
LA
1934
LM Advisors
California
– -$389K -5,280 Closed
PCP
1935
Proficio Capital Partners
Massachusetts
– -$348K -4,723 Closed
JDR
1936
Jay D. Rosenbaum
– -$337K -4,567 Closed
AC
1937
Allstate Corporation
Illinois
– -$336K -4,557 Closed
BFA
1938
Beaumont Financial Advisors
Massachusetts
– -$330K -4,479 Closed
BTWM
1939
Baker Tilly Wealth Management
Wisconsin
– -$322K -4,375 Closed
IWA
1940
IBEX Wealth Advisors
New Jersey
– -$311K -4,215 Closed
BIP
1941
Blueprint Investment Partners
North Carolina
– -$303K -4,108 Closed
WHCI
1942
W.H. Cornerstone Investments
Massachusetts
– -$303K -4,107 Closed
PCA
1943
Pallas Capital Advisors
Massachusetts
– -$254K -4,087 Closed
ZIC
1944
ZWJ Investment Counsel
Georgia
– -$296K -4,021 Closed
DAM
1945
Doheny Asset Management
California
– -$290K -3,932 Closed
CAAS
1946
Capital Asset Advisory Services
Michigan
– -$290K -3,896 Closed
FA
1947
Fiducient Advisors
Illinois
– -$270K -3,665 Closed
CWP
1948
Curated Wealth Partners
California
– -$269K -3,647 Closed
GD
1949
Grandfield & Dodd
New York
– -$265K -3,600 Closed
SIG
1950
Sargent Investment Group
Maryland
– -$260K -3,530 Closed
76 77
78
79 80