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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1951
MinichMacGregor Wealth Management
New York
– -$400K -5,818 Closed
BHCM
1952
Brevan Howard Capital Management
Jersey
– -$396K -5,756 Closed
CIS
1953
Custom Index Systems
New York
– -$363K -5,278 Closed
SI
1954
Seeds Investor
New York
– -$347K -5,038 Closed
NWM
1955
Napa Wealth Management
California
– -$345K -5,020 Closed
AWA
1956
Arete Wealth Advisors
Illinois
– -$336K -4,891 Closed
AFA
1957
Arlington Financial Advisors
California
– -$331K -4,810 Closed
CWP
1958
Curated Wealth Partners
California
– -$306K -4,643 Closed
ZIM
1959
Zacks Investment Management
Illinois
– -$317K -4,614 Closed
BOSSRA
1960
B.O.S.S. Retirement Advisors
Utah
– -$315K -4,582 Closed
RCM
1961
RNC Capital Management
California
– -$311K -4,518 Closed
EFSCE
1962
Enterprise Financial Services Corp (EFSC)
Missouri
– -$301K -4,368 Closed
IDBONY
1963
Israel Discount Bank of New York
New York
– -$294K -4,267 Closed
VV
1964
Verity & Verity
South Carolina
– -$286K -4,160 Closed
TIM
1965
Triad Investment Management
California
– -$282K -4,100 Closed
AGM
1966
Alpine Global Management
New York
– -$272K -3,947 Closed
HHWM
1967
Hiley Hunt Wealth Management
Nebraska
– -$265K -3,849 Closed
RIM
1968
Redwood Investment Management
Arizona
– -$263K -3,820 Closed
WMA
1969
Wealth Management Associates
New Jersey
– -$260K -3,783 Closed
GWM
1970
GSB Wealth Management
Connecticut
– -$259K -3,764 Closed
UWM
1971
USAdvisors Wealth Management
Minnesota
– -$256K -3,726 Closed
TW
1972
TritonPoint Wealth
Maryland
– -$248K -3,607 Closed
TCOTS
1973
Trust Company of the South
North Carolina
– -$245K -3,566 Closed
CSIA
1974
Charles Schwab Investment Advisory
California
– -$238K -3,462 Closed
KLCM
1975
KG&L Capital Management
Louisiana
– -$236K -3,430 Closed
77 78
79
80 81