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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1951
McDaniel Terry & Co
Texas
– -$250K -3,396 Closed
ZIM
1952
Zacks Investment Management
Illinois
– -$249K -3,376 Closed
MAWA
1953
Moss Adams Wealth Advisors
Washington
– -$245K -3,328 Closed
VCP
1954
Verus Capital Partners
Arizona
– -$241K -3,270 Closed
GFS
1955
GYL Financial Synergies
Connecticut
– -$241K -3,268 Closed
HB
1956
HTLF Bank
Colorado
– -$240K -3,262 Closed
1WM
1957
1858 Wealth Management
Ohio
– -$238K -3,233 Closed
BBNA
1958
Bremer Bank National Association
Minnesota
– -$236K -3,209 Closed
MG
1959
Meritage Group
California
– -$234K -3,180 Closed
VCG
1960
Vantage Consulting Group
Virginia
– -$234K -3,177 Closed
HHWM
1961
Hiley Hunt Wealth Management
Nebraska
– -$232K -3,146 Closed
PL
1962
Plancorp LLC
Missouri
– -$229K -3,108 Closed
LWM
1963
LJI Wealth Management
Indiana
– -$229K -3,102 Closed
TPWA
1964
TRUE Private Wealth Advisors
Oregon
– -$227K -3,084 Closed
TTWM
1965
TCV Trust & Wealth Management
Virginia
– -$227K -3,082 Closed
HIC
1966
Holderness Investments Company
North Carolina
– -$225K -3,060 Closed
NCFG
1967
New Century Financial Group
New Jersey
– -$225K -3,048 Closed
NRC
1968
New Republic Capital
North Carolina
– -$223K -3,024 Closed
AO
1969
Advisor OS
Illinois
– -$222K -3,011 Closed
SDJVC
1970
St. Denis J. Villere & Co
Louisiana
– -$221K -3,000 Closed
MSAM
1971
Moloney Securities Asset Management
Missouri
– -$221K -2,998 Closed
PA
1972
PFG Advisors
Arizona
– -$220K -2,991 Closed
BAM
1973
Brave Asset Management
New Jersey
– -$220K -2,988 Closed
CWS
1974
Confluence Wealth Services
Pennsylvania
– -$220K -2,982 Closed
SCM
1975
Steele Capital Management
Iowa
– -$217K -2,939 Closed
77 78
79
80 81