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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2251
FWG Investments
Kentucky
– -$224K -2,458 Closed
AW
2252
Alteri Wealth
California
– -$221K -2,428 Closed
FA
2253
Fedenia Advisers
Wisconsin
– -$219K -2,398 Closed
TCM
2254
Teza Capital Management
Illinois
– -$217K -2,380 Closed
SH
2255
SLT Holdings
Arizona
– -$205K -2,250 Closed
AAS
2256
Annex Advisory Services
Wisconsin
– -$203K -2,223 Closed
AWM
2257
Atticus Wealth Management
Florida
– -$122K -1,340 Closed
NC
2258
NewSquare Capital
Pennsylvania
– -$97.6K -1,070 Closed
TPWA
2259
Twin Peaks Wealth Advisors
California
– -$96.6K -979 Closed
TCM
2260
Traub Capital Management
Massachusetts
– -$74K -812 Closed
IIM
2261
Intact Investment Management
Quebec, Canada
– -$73K -800 Closed
CIEC
2262
Crédit Industriel et Commercial
France
– -$65.5K -718 Closed
MWM
2263
MorganRosel Wealth Management
Colorado
– -$57.1K -626 Closed
WR
2264
WD Rutherford
Oregon
– -$52.9K -580 Closed
WA
2265
Whipplewood Advisors
Colorado
– -$43K -471 Closed
SO
2266
Sierra Ocean
California
– -$41.8K -458 Closed
OWP
2267
ORG Wealth Partners
Texas
– -$38K -417 Closed
FWM
2268
FSA Wealth Management
Massachusetts
– -$36.5K -400 Closed
PWM
2269
Puff Wealth Management
New Jersey
– -$33.2K -364 Closed
KWM
2270
Kiker Wealth Management
Georgia
– -$32.2K -353 Closed
MAWAG
2271
Mid-American Wealth Advisory Group
Missouri
– -$31.8K -348 Closed
BCMLT
2272
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$29.2K -320 Closed
GG
2273
Gleason Group
Kentucky
– -$17.7K -194 Closed
DRP
2274
Decker Retirement Planning
Utah
– -$17.3K -190 Closed
T
2275
Transce3nd
Texas
– -$15.2K -167 Closed
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