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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2051
Baron Wealth Management
Michigan
– -$264K -4,079 Closed
MPM
2052
MBB Public Markets
Illinois
– -$262K -4,050 Closed
SWM
2053
SFG Wealth Management
Maryland
– -$262K -4,050 Closed
CWM
2054
Centric Wealth Management
Illinois
– -$285K -3,757 Closed
TCA
2055
Transcend Capital Advisors
New Jersey
– -$243K -3,753 Closed
PSC
2056
Portman Square Capital
United Kingdom
– -$274K -3,663 Closed
QP
2057
Quilter Plc
United Kingdom
– -$235K -3,626 Closed
HWP
2058
Hibernia Wealth Partners
Louisiana
– -$234K -3,616 Closed
JHCP
2059
Jackson Hole Capital Partners
Oklahoma
– -$223K -3,446 Closed
CCG
2060
Cypress Capital Group
Florida
– -$222K -3,433 Closed
CT
2061
Chicago Trust
Illinois
– -$217K -3,353 Closed
WHG
2062
Westwood Holdings Group
Texas
– -$216K -3,326 Closed
CC
2063
Corton Capital
Ontario, Canada
– -$215K -3,324 Closed
FFO
2064
Fiduciary Family Office
Florida
– -$212K -3,269 Closed
WP
2065
WealthShield Partners
North Carolina
– -$206K -3,174 Closed
CCMT
2066
CMT Capital Markets Trading
Germany
– -$237K -3,172 Closed
MAM
2067
Magellan Asset Management
Australia
– -$189K -2,921 Closed
DWS
2068
Dynamic Wealth Strategies
California
– -$99K -1,535 Closed
NFA
2069
Northwest Financial Advisors
Virginia
– -$84.8K -1,309 Closed
RAM
2070
Ramirez Asset Management
New York
– -$84.3K -1,300 Closed
IAS
2071
IMA Advisory Services
Colorado
– -$82.7K -1,276 Closed
ATS
2072
Ashton Thomas Securities
New York
– -$60.6K -935 Closed
RWA
2073
Redmont Wealth Advisors
Illinois
– -$55K -848 Closed
HGA
2074
Hobbs Group Advisors
South Carolina
– -$45.1K -696 Closed
AF
2075
Arrow Financial
New York
– -$40.5K -625 Closed
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