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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2426
Seven Mile Advisory
New Jersey
– -$273K -2,731 Closed
TNBTD
2427
Trustmark National Bank Trust Department
Mississippi
– -$265K -2,653 Closed
NP
2428
Ninepoint Partners
Ontario, Canada
– -$264K -2,643 Closed
GB
2429
Goepper Burkhardt
South Carolina
– -$260K -2,600 Closed
AFAS
2430
Acorn Financial Advisory Services
Virginia
– -$253K -2,536 Closed
NICM
2431
Neo Ivy Capital Management
New York
– -$249K -2,493 Closed
KAM
2432
Knightsbridge Asset Management
California
– -$248K -2,481 Closed
IWP
2433
Invenio Wealth Partners
Florida
– -$246K -2,463 Closed
RA
2434
Riversedge Advisors
Delaware
– -$243K -2,436 Closed
AA
2435
Auxano Advisors
Washington
– -$240K -2,400 Closed
TTWM
2436
TCV Trust & Wealth Management
Virginia
– -$230K -2,302 Closed
WA
2437
WP Advisors
California
– -$226K -2,259 Closed
JTWM
2438
Jackson Thornton Wealth Management
Alabama
– -$234K -2,258 Closed
EWM
2439
Elevation Wealth Management
Minnesota
– -$225K -2,257 Closed
CPL
2440
CAP Partners LLC
Tennessee
– -$225K -2,250 Closed
HNWA
2441
Henrickson Nauta Wealth Advisors
Michigan
– -$232K -2,238 Closed
LAM
2442
Longboard Asset Management
Arizona
– -$217K -2,167 Closed
MC
2443
Matisse Capital
Oregon
– -$216K -2,160 Closed
MG
2444
Marex Group
– -$216K -2,159 Closed
LWM
2445
Lighthouse Wealth Management
Ohio
– -$214K -2,145 Closed
BEW
2446
Burton Enright Welch
California
– -$214K -2,140 Closed
CP
2447
Castleview Partners
Texas
– -$213K -2,133 Closed
FNT
2448
First Nebraska Trust
Nebraska
– -$211K -2,113 Closed
HCM
2449
Hutchinson Capital Management
California
– -$211K -2,108 Closed
KFS
2450
Kaizen Financial Strategies
California
– -$210K -2,101 Closed
96 97
98
99 100