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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2126
Fedenia Advisers
Wisconsin
– -$157K -2,126 Closed
BC
2127
Bayforest Capital
United Kingdom
– -$140K -1,886 Closed
ACM
2128
Aster Capital Management
United Arab Emirates
– -$119K -1,606 Closed
LDB
2129
Lee, Danner & Bass
Tennessee
– -$101K -1,360 Closed
HWA
2130
Heritage Wealth Advisors
Virginia
– -$97.2K -1,313 Closed
PFT
2131
Providence First Trust
Arizona
– -$96.3K -1,301 Closed
VHAM
2132
Van Hulzen Asset Management
California
– -$91.1K -1,231 Closed
HI
2133
Human Investing
Oregon
– -$81.1K -1,096 Closed
ORAM
2134
One River Asset Management
Connecticut
– -$74.2K -1,004 Closed
VWM
2135
Venturi Wealth Management
Texas
– -$63.3K -855 Closed
RIA
2136
Realta Investment Advisors
Delaware
– -$54K -725 Closed
FFA
2137
Founders Financial Alliance
North Carolina
– -$53.5K -723 Closed
HCA
2138
Heck Capital Advisors
Wisconsin
– -$49.8K -673 Closed
FLP
2139
Financial Life Planners
Arizona
– -$45.5K -615 Closed
FFA
2140
Fairfield Financial Advisors
Massachusetts
– -$41.7K -564 Closed
RWPA
2141
Richard W. Paul & Associates
Michigan
– -$32.2K -435 Closed
TCM
2142
Tributary Capital Management
Nebraska
– -$31.9K -431 Closed
PSFG
2143
Park Square Financial Group
Georgia
– -$22.2K -300 Closed
PFA
2144
Pathway Financial Advisers
Indiana
– -$19.8K -268 Closed
FIA
2145
FPC Investment Advisory
California
– -$18K -217 Closed
SVCP
2146
Silicon Valley Capital Partners
California
– -$14.6K -197 Closed
FCT
2147
First Community Trust
Iowa
– -$13.9K -188 Closed
CBT
2148
CoreFirst Bank & Trust
Kansas
– -$13.5K -182 Closed
EFP
2149
EnRich Financial Partners
Wisconsin
– -$13K -175 Closed
CCMI
2150
Creative Capital Management Investments
California
– -$10.7K -145 Closed
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