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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
2401
Painted Porch Advisors
California
– -$74K -775 Closed
KHC
2402
Koesten Hirschmann & Crabtree
Kansas
– -$62.9K -659 Closed
FLP
2403
Financial Life Planners
Arizona
– -$59.3K -621 Closed
JWM
2404
JPL Wealth Management
Colorado
– -$57.7K -604 Closed
FFWM
2405
Future Financial Wealth Management
Ohio
– -$47.7K -500 Closed
MSG
2406
Main Street Group
Virginia
– -$33.6K -352 Closed
GWSG
2407
GPS Wealth Strategies Group
Colorado
– -$32.7K -342 Closed
WBC
2408
West Branch Capital
Massachusetts
– -$27.4K -287 Closed
LCM
2409
Logan Capital Management
Pennsylvania
– -$24.4K -256 Closed
TIM
2410
Tortoise Investment Management
New York
– -$21.5K -225 Closed
PFA
2411
Pathway Financial Advisers
Indiana
– -$19.8K -208 Closed
CIR
2412
Clear Investment Research
Georgia
– -$17.2K -180 Closed
MAM
2413
Marquette Asset Management
Minnesota
– -$15.3K -160 Closed
ITFISA
2414
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$11.6K -122 Closed
HHGA
2415
Halbert Hargrove Global Advisors
California
– -$10.5K -110 Closed
GWSA
2416
Global Wealth Strategies & Associates
Colorado
– -$7.92K -83 Closed
FGAM
2417
Financial Gravity Asset Management
Texas
– -$7.39K -77 Closed
CCM
2418
Cloud Capital Management
Washington
– -$4K -50 Closed
FLFS
2419
Family Legacy Financial Solutions
North Carolina
– -$3.06K -32 Closed
EPW
2420
Evergreen Private Wealth
Colorado
– -$2.77K -29 Closed
FWM
2421
Focused Wealth Management
New York
– -$1.98K -21 Closed
KB
2422
Kimelman & Baird
New York
– -$1.81K -19 Closed
LFA
2423
LGT Financial Advisors
Texas
– -$1.43K -15 Closed
PCM
2424
Perritt Capital Management
Illinois
– -$1.34K -14 Closed
SFCL
2425
Strengthening Families & Communities LLC
Massachusetts
– -$959 -10 Closed
94 95 96
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