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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
2051
Heritage Oak Wealth Advisors
Florida
– -$276K -4,251 Closed
CCI
2052
Credit Capital Investments
New Jersey
– -$272K -4,200 Closed
CA
2053
Calton & Associates
Florida
– -$265K -4,094 Closed
BWM
2054
Baron Wealth Management
Michigan
– -$264K -4,079 Closed
MPM
2055
MBB Public Markets
Illinois
– -$262K -4,050 Closed
SWM
2056
SFG Wealth Management
Maryland
– -$262K -4,050 Closed
CWM
2057
Centric Wealth Management
Illinois
– -$285K -3,757 Closed
TCA
2058
Transcend Capital Advisors
New Jersey
– -$243K -3,753 Closed
PSC
2059
Portman Square Capital
United Kingdom
– -$274K -3,663 Closed
QP
2060
Quilter Plc
United Kingdom
– -$235K -3,626 Closed
HWP
2061
Hibernia Wealth Partners
Louisiana
– -$234K -3,616 Closed
JHCP
2062
Jackson Hole Capital Partners
Oklahoma
– -$223K -3,446 Closed
CCG
2063
Cypress Capital Group
Florida
– -$222K -3,433 Closed
CT
2064
Chicago Trust
Illinois
– -$217K -3,353 Closed
WHG
2065
Westwood Holdings Group
Texas
– -$216K -3,326 Closed
CC
2066
Corton Capital
Ontario, Canada
– -$215K -3,324 Closed
FFO
2067
Fiduciary Family Office
Florida
– -$212K -3,269 Closed
WP
2068
WealthShield Partners
North Carolina
– -$206K -3,174 Closed
CCMT
2069
CMT Capital Markets Trading
Germany
– -$237K -3,172 Closed
MAM
2070
Magellan Asset Management
Australia
– -$189K -2,921 Closed
DWS
2071
Dynamic Wealth Strategies
California
– -$99K -1,535 Closed
NFA
2072
Northwest Financial Advisors
Virginia
– -$84.8K -1,309 Closed
RAM
2073
Ramirez Asset Management
New York
– -$84.3K -1,300 Closed
IAS
2074
IMA Advisory Services
Colorado
– -$82.7K -1,276 Closed
ATS
2075
Ashton Thomas Securities
New York
– -$60.6K -935 Closed
81 82
83
84 85