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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
2401
Main Street Group
Virginia
– -$33.6K -352 Closed
GWSG
2402
GPS Wealth Strategies Group
Colorado
– -$32.7K -342 Closed
WBC
2403
West Branch Capital
Massachusetts
– -$27.4K -287 Closed
LCM
2404
Logan Capital Management
Pennsylvania
– -$24.4K -256 Closed
TIM
2405
Tortoise Investment Management
New York
– -$21.5K -225 Closed
PFA
2406
Pathway Financial Advisers
Indiana
– -$19.8K -208 Closed
CIR
2407
Clear Investment Research
Georgia
– -$17.2K -180 Closed
MAM
2408
Marquette Asset Management
Minnesota
– -$15.3K -160 Closed
ITFISA
2409
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$11.6K -122 Closed
HHGA
2410
Halbert Hargrove Global Advisors
California
– -$10.5K -110 Closed
GWSA
2411
Global Wealth Strategies & Associates
Colorado
– -$7.92K -83 Closed
FGAM
2412
Financial Gravity Asset Management
Texas
– -$7.39K -77 Closed
CCM
2413
Cloud Capital Management
Washington
– -$4K -50 Closed
FLFS
2414
Family Legacy Financial Solutions
North Carolina
– -$3.06K -32 Closed
EPW
2415
Evergreen Private Wealth
Colorado
– -$2.77K -29 Closed
FWM
2416
Focused Wealth Management
New York
– -$1.98K -21 Closed
KB
2417
Kimelman & Baird
New York
– -$1.81K -19 Closed
LFA
2418
LGT Financial Advisors
Texas
– -$1.43K -15 Closed
PCM
2419
Perritt Capital Management
Illinois
– -$1.34K -14 Closed
SFCL
2420
Strengthening Families & Communities LLC
Massachusetts
– -$959 -10 Closed
NMG
2421
New Millennium Group
Utah
– -$668 -7 Closed
BIM
2422
Breakwater Investment Management
Washington
– -$478 -5 Closed
MCA
2423
Midwest Capital Advisors
Michigan
– -$95 -1 Closed
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