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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2026
Fosun International
China
– -$971K -14,981 Closed
SIAG
2027
Signet Investment Advisory Group
Rhode Island
– -$947K -14,610 Closed
GCP
2028
Garda Capital Partners
Minnesota
– -$1.08M -14,484 Closed
GC
2029
Guidance Capital
Kentucky
– -$1.02M -14,230 Closed
DM
2030
Delphi Management
Massachusetts
– -$839K -12,946 Closed
NERM
2031
New England Research & Management
Illinois
– -$771K -11,900 Closed
DLHL
2032
Donald L. Hagan LLC
Florida
– -$751K -11,583 Closed
BAM
2033
Bayview Asset Management
Florida
– -$648K -10,000 Closed
WG
2034
Winton Group
United Kingdom
– -$645K -9,957 Closed
CI
2035
Cavalier Investments
Georgia
– -$632K -9,754 Closed
DFG
2036
Demars Financial Group
Washington
– -$616K -9,500 Closed
KLCM
2037
KG&L Capital Management
Louisiana
– -$587K -9,061 Closed
MM
2038
MQS Management
New York
– -$489K -7,550 Closed
BIC
2039
Beach Investment Counsel
Pennsylvania
– -$468K -7,228 Closed
VI
2040
Versor Investments
New York
– -$453K -6,995 Closed
PP
2041
Paloma Partners
Connecticut
– -$434K -6,695 Closed
FW
2042
FullCircle Wealth
Texas
– -$468K -6,498 Closed
PIA
2043
Powell Investment Advisors
Florida
– -$421K -6,490 Closed
N
2044
Numerai
California
– -$404K -6,232 Closed
EWA
2045
Encompass Wealth Advisors
Oregon
– -$402K -6,200 Closed
ZIMP
2046
Zimmermann Investment Management & Planning
Pennsylvania
– -$376K -5,805 Closed
ARC
2047
Advisor Resource Council
Texas
– -$312K -4,821 Closed
SPWM
2048
Schrum Private Wealth Management
Florida
– -$279K -4,312 Closed
CC
2049
Callan Capital
California
– -$278K -4,287 Closed
WG
2050
Welch Group
Alabama
– -$278K -4,286 Closed
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82
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