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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1926
Annex Advisory Services
Wisconsin
– -$415K -5,632 Closed
IHL
1927
Investment House LLC
California
– -$412K -5,590 Closed
AAS
1928
Ameritas Advisory Services
Nebraska
– -$400K -5,428 Closed
CFM
1929
Catalyst Funds Management
Australia
– -$398K -5,400 Closed
NEI
1930
Northwest & Ethical Investments
Ontario, Canada
– -$351K -5,350 Closed
LA
1931
LM Advisors
California
– -$389K -5,280 Closed
PCP
1932
Proficio Capital Partners
Massachusetts
– -$348K -4,723 Closed
JDR
1933
Jay D. Rosenbaum
– -$337K -4,567 Closed
AC
1934
Allstate Corporation
Illinois
– -$336K -4,557 Closed
BFA
1935
Beaumont Financial Advisors
Massachusetts
– -$330K -4,479 Closed
BTWM
1936
Baker Tilly Wealth Management
Wisconsin
– -$322K -4,375 Closed
IWA
1937
IBEX Wealth Advisors
New Jersey
– -$311K -4,215 Closed
BIP
1938
Blueprint Investment Partners
North Carolina
– -$303K -4,108 Closed
WHCI
1939
W.H. Cornerstone Investments
Massachusetts
– -$303K -4,107 Closed
PCA
1940
Pallas Capital Advisors
Massachusetts
– -$254K -4,087 Closed
ZIC
1941
ZWJ Investment Counsel
Georgia
– -$296K -4,021 Closed
DAM
1942
Doheny Asset Management
California
– -$290K -3,932 Closed
CAAS
1943
Capital Asset Advisory Services
Michigan
– -$290K -3,896 Closed
FA
1944
Fiducient Advisors
Illinois
– -$270K -3,665 Closed
CWP
1945
Curated Wealth Partners
California
– -$269K -3,647 Closed
GD
1946
Grandfield & Dodd
New York
– -$265K -3,600 Closed
SIG
1947
Sargent Investment Group
Maryland
– -$260K -3,530 Closed
FC
1948
Forte Capital
New York
– -$256K -3,478 Closed
WF
1949
Wayfinding Financial
Washington
– -$253K -3,446 Closed
DPIM
1950
Duff & Phelps Investment Management
Illinois
– -$252K -3,415 Closed
76 77
78
79 80