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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2426
Patton Fund Management
Texas
– -$233K -2,477 Closed
SPC
2427
Spirepoint Private Client
Florida
– -$232K -2,471 Closed
PFA
2428
Pathway Financial Advisors
Vermont
– -$232K -2,470 Closed
RRWA
2429
Rainey & Randall Wealth Advisors
Florida
– -$229K -2,432 Closed
WWC
2430
Waypoint Wealth Counsel
Georgia
– -$228K -2,428 Closed
CNB
2431
Camden National Bank
Maine
– -$227K -2,416 Closed
PF
2432
Phoenix Financial
Israel
– -$226K -2,405 Closed
AWC
2433
Abundance Wealth Counselors
Pennsylvania
– -$223K -2,373 Closed
SPWM
2434
Schrum Private Wealth Management
Florida
– -$221K -2,356 Closed
HC
2435
Hamilton Capital
Ohio
– -$220K -2,342 Closed
RRA
2436
Red Reef Advisors
Florida
– -$220K -2,341 Closed
CI
2437
CacheTech Inc
Utah
– -$218K -2,322 Closed
FA
2438
Fiducient Advisors
Illinois
– -$216K -2,296 Closed
WAS
2439
Westco Advisory Services
New York
– -$216K -2,296 Closed
BF
2440
Brooklyn FI
New York
– -$212K -2,252 Closed
KMWM
2441
Keudell/Morrison Wealth Management
Oregon
– -$209K -2,221 Closed
SOW
2442
State of Wyoming
Wyoming
– -$207K -2,205 Closed
SAM
2443
Seelaus Asset Management
New Jersey
– -$204K -2,171 Closed
HIG
2444
Heritage Investment Group
Florida
– -$203K -2,163 Closed
FCM
2445
Firestone Capital Management
Florida
– -$203K -2,157 Closed
MCB
2446
Morton Community Bank
Illinois
– -$202K -2,150 Closed
NB
2447
Northwest Bancshares
Pennsylvania
– -$201K -2,135 Closed
WSFG
2448
Wall Street Financial Group
Illinois
– -$179K -1,902 Closed
WOSD
2449
WFA of San Diego
California
– -$145K -1,542 Closed
WG
2450
Wellington Group
Indiana
– -$134K -1,421 Closed
96 97
98
99 100