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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
2201
Kitching Partners
Pennsylvania
– -$234K -2,987 Closed
SCI
2202
Silver Coast Investments
United States
– -$233K -2,973 Closed
CWC
2203
Carolinas Wealth Consulting
North Carolina
– -$230K -2,935 Closed
PDL
2204
Portfolio Design Labs
California
– -$215K -2,749 Closed
AFA
2205
AA Financial Advisors
Ohio
– -$211K -2,697 Closed
MFG
2206
Magnus Financial Group
New York
– -$211K -2,697 Closed
AIM
2207
Acropolis Investment Management
Missouri
– -$141K -1,799 Closed
MFA
2208
McClarren Financial Advisors
Pennsylvania
– -$141K -1,779 Closed
SOW
2209
State of Wyoming
Wyoming
– -$121K -1,544 Closed
EI
2210
eCIO Inc
Wisconsin
– -$110K -1,399 Closed
CM
2211
Capula Management
Cayman Islands
– -$117K -1,395 Closed
RMP
2212
Richards, Merrill & Peterson
Washington
– -$94.1K -1,202 Closed
AF
2213
Abound Financial
California
– -$91.8K -1,173 Closed
HCP
2214
Hexagon Capital Partners
Arkansas
– -$87.9K -1,123 Closed
NAAA
2215
New Age Alpha Advisors
New York
– -$84.4K -1,078 Closed
EF
2216
Elite Financial
Idaho
– -$70K -900 Closed
SIM
2217
Synergy Investment Management
Florida
– -$67.2K -858 Closed
TCM
2218
TruNorth Capital Management
Michigan
– -$65.3K -834 Closed
WT
2219
Washington Trust
Rhode Island
– -$59.8K -764 Closed
SCB
2220
Saudi Central Bank
Saudi Arabia
– -$53.1K -678 Closed
WPA
2221
West Paces Advisors
Georgia
– -$51.3K -655 Closed
AF
2222
Atala Financial
California
– -$43.5K -556 Closed
WAG
2223
Wiser Advisor Group
Arizona
– -$40.2K -513 Closed
PA
2224
PSI Advisors
Florida
– -$39.8K -509 Closed
BOJHT
2225
Bank of Jackson Hole Trust
Wyoming
– -$39.3K -494 Closed
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