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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
2201
Silver Coast Investments
United States
– -$233K -2,973 Closed
CWC
2202
Carolinas Wealth Consulting
North Carolina
– -$230K -2,935 Closed
PDL
2203
Portfolio Design Labs
California
– -$215K -2,749 Closed
AFA
2204
AA Financial Advisors
Ohio
– -$211K -2,697 Closed
MFG
2205
Magnus Financial Group
New York
– -$211K -2,697 Closed
AIM
2206
Acropolis Investment Management
Missouri
– -$141K -1,799 Closed
MFA
2207
McClarren Financial Advisors
Pennsylvania
– -$141K -1,779 Closed
SOW
2208
State of Wyoming
Wyoming
– -$121K -1,544 Closed
EI
2209
eCIO Inc
Wisconsin
– -$110K -1,399 Closed
CM
2210
Capula Management
Cayman Islands
– -$117K -1,395 Closed
RMP
2211
Richards, Merrill & Peterson
Washington
– -$94.1K -1,202 Closed
AF
2212
Abound Financial
California
– -$91.8K -1,173 Closed
HCP
2213
Hexagon Capital Partners
Arkansas
– -$87.9K -1,123 Closed
NAAA
2214
New Age Alpha Advisors
New York
– -$84.4K -1,078 Closed
EF
2215
Elite Financial
Idaho
– -$70K -900 Closed
SIM
2216
Synergy Investment Management
Florida
– -$67.2K -858 Closed
TCM
2217
TruNorth Capital Management
Michigan
– -$65.3K -834 Closed
WT
2218
Washington Trust
Rhode Island
– -$59.8K -764 Closed
SCB
2219
Saudi Central Bank
Saudi Arabia
– -$53.1K -678 Closed
WPA
2220
West Paces Advisors
Georgia
– -$51.3K -655 Closed
AF
2221
Atala Financial
California
– -$43.5K -556 Closed
WAG
2222
Wiser Advisor Group
Arizona
– -$40.2K -513 Closed
PA
2223
PSI Advisors
Florida
– -$39.8K -509 Closed
BOJHT
2224
Bank of Jackson Hole Trust
Wyoming
– -$39.3K -494 Closed
WAM
2225
WFA Asset Management
Wisconsin
– -$33.1K -458 Closed
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