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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
2401
James Investment Research
Ohio
– -$505K -5,054 Closed
OF
2402
Optimize Financial
California
– -$496K -4,964 Closed
RS
2403
R Squared
Hong Kong
– -$488K -4,884 Closed
OCBCO
2404
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$480K -4,800 Closed
SRL
2405
Scientech Research LLC
New Jersey
– -$453K -4,539 Closed
RW
2406
RVW Wealth
California
– -$451K -4,514 Closed
SIM
2407
Sentry Investment Management
Wisconsin
– -$432K -4,320 Closed
ICP
2408
Interchange Capital Partners
Pennsylvania
– -$410K -4,104 Closed
DL
2409
Dockside LLC
New York
– -$400K -4,077 Closed
HWM
2410
Heirloom Wealth Management
Colorado
– -$401K -4,013 Closed
WWM
2411
Whalen Wealth Management
Nevada
– -$386K -3,868 Closed
LCM
2412
Legato Capital Management
California
– -$348K -3,483 Closed
SPWM
2413
Spartan Planning & Wealth Management
North Carolina
– -$348K -3,480 Closed
FIB
2414
First Interstate Bank
Montana
– -$336K -3,364 Closed
LCAM
2415
London & Capital Asset Management
United Kingdom
– -$313K -3,128 Closed
CIA
2416
Caerus Investment Advisors
Texas
– -$274K -2,747 Closed
SMA
2417
Seven Mile Advisory
New Jersey
– -$273K -2,731 Closed
TNBTD
2418
Trustmark National Bank Trust Department
Mississippi
– -$265K -2,653 Closed
NP
2419
Ninepoint Partners
Ontario, Canada
– -$264K -2,643 Closed
GB
2420
Goepper Burkhardt
South Carolina
– -$260K -2,600 Closed
AFAS
2421
Acorn Financial Advisory Services
Virginia
– -$253K -2,536 Closed
NICM
2422
Neo Ivy Capital Management
New York
– -$249K -2,493 Closed
KAM
2423
Knightsbridge Asset Management
California
– -$248K -2,481 Closed
IWP
2424
Invenio Wealth Partners
Florida
– -$246K -2,463 Closed
RA
2425
Riversedge Advisors
Delaware
– -$243K -2,436 Closed
95 96
97
98 99