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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
2126
Lee, Danner & Bass
Tennessee
– -$101K -1,360 Closed
HWA
2127
Heritage Wealth Advisors
Virginia
– -$97.2K -1,313 Closed
PFT
2128
Providence First Trust
Arizona
– -$96.3K -1,301 Closed
VHAM
2129
Van Hulzen Asset Management
California
– -$91.1K -1,231 Closed
HI
2130
Human Investing
Oregon
– -$81.1K -1,096 Closed
ORAM
2131
One River Asset Management
Connecticut
– -$74.2K -1,004 Closed
VWM
2132
Venturi Wealth Management
Texas
– -$63.3K -855 Closed
RIA
2133
Realta Investment Advisors
Delaware
– -$54K -725 Closed
FFA
2134
Founders Financial Alliance
North Carolina
– -$53.5K -723 Closed
FLP
2135
Financial Life Planners
Arizona
– -$45.5K -615 Closed
FFA
2136
Fairfield Financial Advisors
Massachusetts
– -$41.7K -564 Closed
RWPA
2137
Richard W. Paul & Associates
Michigan
– -$32.2K -435 Closed
TCM
2138
Tributary Capital Management
Nebraska
– -$31.9K -431 Closed
PSFG
2139
Park Square Financial Group
Georgia
– -$22.2K -300 Closed
PFA
2140
Pathway Financial Advisers
Indiana
– -$19.8K -268 Closed
FIA
2141
FPC Investment Advisory
California
– -$18K -217 Closed
SVCP
2142
Silicon Valley Capital Partners
California
– -$14.6K -197 Closed
FCT
2143
First Community Trust
Iowa
– -$13.9K -188 Closed
CBT
2144
CoreFirst Bank & Trust
Kansas
– -$13.5K -182 Closed
EFP
2145
EnRich Financial Partners
Wisconsin
– -$13K -175 Closed
CCMI
2146
Creative Capital Management Investments
California
– -$10.7K -145 Closed
LWMI
2147
Legacy Wealth Management (Idaho)
Idaho
– -$10.6K -127 Closed
FPF
2148
First Pacific Financial
Washington
– -$9.25K -125 Closed
IA
2149
Icon Advisers
Colorado
– -$8.88K -120 Closed
MFG
2150
Menard Financial Group
Texas
– -$8.59K -116 Closed
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