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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
1951
Brevan Howard Capital Management
Jersey
– -$396K -5,756 Closed
CIS
1952
Custom Index Systems
New York
– -$363K -5,278 Closed
SI
1953
Seeds Investor
New York
– -$347K -5,038 Closed
NWM
1954
Napa Wealth Management
California
– -$345K -5,020 Closed
AWA
1955
Arete Wealth Advisors
Illinois
– -$336K -4,891 Closed
AFA
1956
Arlington Financial Advisors
California
– -$331K -4,810 Closed
CWP
1957
Curated Wealth Partners
California
– -$306K -4,643 Closed
ZIM
1958
Zacks Investment Management
Illinois
– -$317K -4,614 Closed
BOSSRA
1959
B.O.S.S. Retirement Advisors
Utah
– -$315K -4,582 Closed
RCM
1960
RNC Capital Management
California
– -$311K -4,518 Closed
EFSCE
1961
Enterprise Financial Services Corp (EFSC)
Missouri
– -$301K -4,368 Closed
IDBONY
1962
Israel Discount Bank of New York
New York
– -$294K -4,267 Closed
VV
1963
Verity & Verity
South Carolina
– -$286K -4,160 Closed
TIM
1964
Triad Investment Management
California
– -$282K -4,100 Closed
AGM
1965
Alpine Global Management
New York
– -$272K -3,947 Closed
HHWM
1966
Hiley Hunt Wealth Management
Nebraska
– -$265K -3,849 Closed
RIM
1967
Redwood Investment Management
Arizona
– -$263K -3,820 Closed
WMA
1968
Wealth Management Associates
New Jersey
– -$260K -3,783 Closed
GWM
1969
GSB Wealth Management
Connecticut
– -$259K -3,764 Closed
UWM
1970
USAdvisors Wealth Management
Minnesota
– -$256K -3,726 Closed
TW
1971
TritonPoint Wealth
Maryland
– -$248K -3,607 Closed
TCOTS
1972
Trust Company of the South
North Carolina
– -$245K -3,566 Closed
CSIA
1973
Charles Schwab Investment Advisory
California
– -$238K -3,462 Closed
KLCM
1974
KG&L Capital Management
Louisiana
– -$236K -3,430 Closed
ORAM
1975
One River Asset Management
Connecticut
– -$224K -3,400 Closed
77 78
79
80 81