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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
2401
Qsemble Capital Management
New York
– -$790K -7,906 Closed
HWMO
2402
Heritage Wealth Management (Ohio)
Ohio
– -$717K -7,179 Closed
IFU
2403
iSAM Funds (UK)
United Kingdom
– -$669K -6,698 Closed
VT
2404
Volterra Technologies
New York
– -$648K -6,482 Closed
BOM
2405
Bank of Marin
California
– -$632K -6,325 Closed
MM
2406
MQS Management
New York
– -$587K -5,874 Closed
5W
2407
5T Wealth
California
– -$579K -5,797 Closed
CWM
2408
Calamos Wealth Management
Illinois
– -$547K -5,472 Closed
YC
2409
Yarbrough Capital
Tennessee
– -$545K -5,454 Closed
JIR
2410
James Investment Research
Ohio
– -$505K -5,054 Closed
OF
2411
Optimize Financial
California
– -$496K -4,964 Closed
RS
2412
R Squared
Hong Kong
– -$488K -4,884 Closed
OCBCO
2413
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$480K -4,800 Closed
SRL
2414
Scientech Research LLC
New Jersey
– -$453K -4,539 Closed
RW
2415
RVW Wealth
California
– -$451K -4,514 Closed
SIM
2416
Sentry Investment Management
Wisconsin
– -$432K -4,320 Closed
ICP
2417
Interchange Capital Partners
Pennsylvania
– -$410K -4,104 Closed
DL
2418
Dockside LLC
New York
– -$400K -4,077 Closed
HWM
2419
Heirloom Wealth Management
Colorado
– -$401K -4,013 Closed
WWM
2420
Whalen Wealth Management
Nevada
– -$386K -3,868 Closed
LCM
2421
Legato Capital Management
California
– -$348K -3,483 Closed
SPWM
2422
Spartan Planning & Wealth Management
North Carolina
– -$348K -3,480 Closed
FIB
2423
First Interstate Bank
Montana
– -$336K -3,364 Closed
LCAM
2424
London & Capital Asset Management
United Kingdom
– -$313K -3,128 Closed
CIA
2425
Caerus Investment Advisors
Texas
– -$274K -2,747 Closed
95 96
97
98 99