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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1951
Forte Capital
New York
– -$256K -3,478 Closed
WF
1952
Wayfinding Financial
Washington
– -$253K -3,446 Closed
DPIM
1953
Duff & Phelps Investment Management
Illinois
– -$252K -3,415 Closed
MTC
1954
McDaniel Terry & Co
Texas
– -$250K -3,396 Closed
ZIM
1955
Zacks Investment Management
Illinois
– -$249K -3,376 Closed
MAWA
1956
Moss Adams Wealth Advisors
Washington
– -$245K -3,328 Closed
VCP
1957
Verus Capital Partners
Arizona
– -$241K -3,270 Closed
GFS
1958
GYL Financial Synergies
Connecticut
– -$241K -3,268 Closed
HB
1959
HTLF Bank
Colorado
– -$240K -3,262 Closed
1WM
1960
1858 Wealth Management
Ohio
– -$238K -3,233 Closed
BBNA
1961
Bremer Bank National Association
Minnesota
– -$236K -3,209 Closed
MG
1962
Meritage Group
California
– -$234K -3,180 Closed
VCG
1963
Vantage Consulting Group
Virginia
– -$234K -3,177 Closed
HHWM
1964
Hiley Hunt Wealth Management
Nebraska
– -$232K -3,146 Closed
PL
1965
Plancorp LLC
Missouri
– -$229K -3,108 Closed
LWM
1966
LJI Wealth Management
Indiana
– -$229K -3,102 Closed
TPWA
1967
TRUE Private Wealth Advisors
Oregon
– -$227K -3,084 Closed
TTWM
1968
TCV Trust & Wealth Management
Virginia
– -$227K -3,082 Closed
HIC
1969
Holderness Investments Company
North Carolina
– -$225K -3,060 Closed
NCFG
1970
New Century Financial Group
New Jersey
– -$225K -3,048 Closed
NRC
1971
New Republic Capital
North Carolina
– -$223K -3,024 Closed
AO
1972
Advisor OS
Illinois
– -$222K -3,011 Closed
SDJVC
1973
St. Denis J. Villere & Co
Louisiana
– -$221K -3,000 Closed
MSAM
1974
Moloney Securities Asset Management
Missouri
– -$221K -2,998 Closed
PA
1975
PFG Advisors
Arizona
– -$220K -2,991 Closed
77 78
79
80 81