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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2026
Guidance Capital
Kentucky
– -$1.02M -14,230 Closed
DM
2027
Delphi Management
Massachusetts
– -$839K -12,946 Closed
NERM
2028
New England Research & Management
Illinois
– -$771K -11,900 Closed
DLHL
2029
Donald L. Hagan LLC
Florida
– -$751K -11,583 Closed
BAM
2030
Bayview Asset Management
Florida
– -$648K -10,000 Closed
WG
2031
Winton Group
United Kingdom
– -$645K -9,957 Closed
CI
2032
Cavalier Investments
Georgia
– -$632K -9,754 Closed
DFG
2033
Demars Financial Group
Washington
– -$616K -9,500 Closed
KLCM
2034
KG&L Capital Management
Louisiana
– -$587K -9,061 Closed
MM
2035
MQS Management
New York
– -$489K -7,550 Closed
BIC
2036
Beach Investment Counsel
Pennsylvania
– -$468K -7,228 Closed
VI
2037
Versor Investments
New York
– -$453K -6,995 Closed
PP
2038
Paloma Partners
Connecticut
– -$434K -6,695 Closed
FW
2039
FullCircle Wealth
Texas
– -$468K -6,498 Closed
PIA
2040
Powell Investment Advisors
Florida
– -$421K -6,490 Closed
N
2041
Numerai
California
– -$404K -6,232 Closed
EWA
2042
Encompass Wealth Advisors
Oregon
– -$402K -6,200 Closed
ZIMP
2043
Zimmermann Investment Management & Planning
Pennsylvania
– -$376K -5,805 Closed
ARC
2044
Advisor Resource Council
Texas
– -$312K -4,821 Closed
SPWM
2045
Schrum Private Wealth Management
Florida
– -$279K -4,312 Closed
CC
2046
Callan Capital
California
– -$278K -4,287 Closed
WG
2047
Welch Group
Alabama
– -$278K -4,286 Closed
HOWA
2048
Heritage Oak Wealth Advisors
Florida
– -$276K -4,251 Closed
CCI
2049
Credit Capital Investments
New Jersey
– -$272K -4,200 Closed
CA
2050
Calton & Associates
Florida
– -$265K -4,094 Closed
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