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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1951
Prosperity Capital Advisors
Ohio
– -$350K -4,836 Closed
MMC
1952
Mizuho Markets Cayman
Cayman Islands
– -$331K -4,818 Closed
HCM
1953
Hall Capital Management
Rhode Island
– -$348K -4,815 Closed
WPC
1954
Waters Parkerson & Co
Louisiana
– -$347K -4,793 Closed
KFS
1955
Kaizen Financial Strategies
California
– -$343K -4,741 Closed
AIM
1956
Aigen Investment Management
New York
– -$341K -4,719 Closed
GF
1957
Gries Financial
Ohio
– -$332K -4,586 Closed
DWA
1958
Delap Wealth Advisory
Oregon
– -$325K -4,498 Closed
EL
1959
Envoi LLC
Minnesota
– -$313K -4,325 Closed
TSWM
1960
Triangle Securities Wealth Management
North Carolina
– -$293K -4,050 Closed
PSCM
1961
Per Stirling Capital Management
Texas
– -$288K -3,982 Closed
YL
1962
YCG LLC
Texas
– -$277K -3,835 Closed
SPA
1963
Sherbrooke Park Advisers
New York
– -$275K -3,795 Closed
NFP
1964
Narus Financial Partners
Utah
– -$273K -3,774 Closed
RPCONE
1965
Retirement Planning Company of New England
Rhode Island
– -$270K -3,732 Closed
LC
1966
Landaas & Company
Wisconsin
– -$262K -3,621 Closed
BL
1967
Balentine LLC
Georgia
– -$254K -3,515 Closed
CCA
1968
Cottonwood Capital Advisors
Utah
– -$234K -3,283 Closed
ALAM
1969
Asahi Life Asset Management
Japan
– -$234K -3,230 Closed
CM
1970
Capula Management
Cayman Islands
– -$231K -3,189 Closed
TFA
1971
Trinity Financial Advisors
Ohio
– -$229K -3,163 Closed
TW
1972
Towerpoint Wealth
California
– -$223K -3,082 Closed
TCM
1973
Triumph Capital Management
Colorado
– -$221K -3,048 Closed
FPAS
1974
Focus Partners Advisor Solutions
Missouri
– -$220K -3,046 Closed
TF
1975
Trek Financial
Arizona
– -$220K -3,046 Closed
77 78
79
80 81