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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2426
Keudell/Morrison Wealth Management
Oregon
– -$209K -2,221 Closed
SOW
2427
State of Wyoming
Wyoming
– -$207K -2,205 Closed
SAM
2428
Seelaus Asset Management
New Jersey
– -$204K -2,171 Closed
HIG
2429
Heritage Investment Group
Florida
– -$203K -2,163 Closed
FCM
2430
Firestone Capital Management
Florida
– -$203K -2,157 Closed
MCB
2431
Morton Community Bank
Illinois
– -$202K -2,150 Closed
NB
2432
Northwest Bancshares
Pennsylvania
– -$201K -2,135 Closed
WSFG
2433
Wall Street Financial Group
Illinois
– -$179K -1,902 Closed
WOSD
2434
WFA of San Diego
California
– -$145K -1,542 Closed
TPWA
2435
Twin Peaks Wealth Advisors
California
– -$115K -1,221 Closed
IAAG
2436
Innovative Asset Advisors Group
Connecticut
– -$82.1K -874 Closed
MTIC
2437
Missouri Trust & Investment Company
Missouri
– -$69.1K -735 Closed
EA
2438
Evergreen Advisors
Tennessee
– -$56.3K -599 Closed
BA
2439
Ballast Advisors
Minnesota
– -$55.5K -591 Closed
TGY2IT
2440
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$55.4K -589 Closed
S
2441
Sachetta
Massachusetts
– -$46.3K -493 Closed
FFL
2442
Financial Freedom LLC
Ohio
– -$45.6K -485 Closed
RWM
2443
RMG Wealth Management
Wisconsin
– -$31.6K -360 Closed
SA
2444
Scarborough Advisors
Maryland
– -$28.7K -305 Closed
P
2445
Palladiem
Pennsylvania
– -$22.4K -230 Closed
TLFA
2446
True Link Financial Advisors
California
– -$19.7K -210 Closed
CIR
2447
Clear Investment Research
Georgia
– -$16.9K -180 Closed
APW
2448
Acima Private Wealth
Virginia
– -$15.9K -169 Closed
RFG
2449
REAP Financial Group
Texas
– -$14.1K -150 Closed
MCI
2450
MRP Capital Investments
Georgia
– -$10.8K -115 Closed
95 96 97
98
99