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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2426
Auxano Advisors
Washington
– -$240K -2,400 Closed
TTWM
2427
TCV Trust & Wealth Management
Virginia
– -$230K -2,302 Closed
WA
2428
WP Advisors
California
– -$226K -2,259 Closed
JTWM
2429
Jackson Thornton Wealth Management
Alabama
– -$234K -2,258 Closed
EWM
2430
Elevation Wealth Management
Minnesota
– -$225K -2,257 Closed
CPL
2431
CAP Partners LLC
Tennessee
– -$225K -2,250 Closed
HNWA
2432
Henrickson Nauta Wealth Advisors
Michigan
– -$232K -2,238 Closed
LAM
2433
Longboard Asset Management
Arizona
– -$217K -2,167 Closed
MC
2434
Matisse Capital
Oregon
– -$216K -2,160 Closed
MG
2435
Marex Group
– -$216K -2,159 Closed
LWM
2436
Lighthouse Wealth Management
Ohio
– -$214K -2,145 Closed
BEW
2437
Burton Enright Welch
California
– -$214K -2,140 Closed
CP
2438
Castleview Partners
Texas
– -$213K -2,133 Closed
FNT
2439
First Nebraska Trust
Nebraska
– -$211K -2,113 Closed
HCM
2440
Hutchinson Capital Management
California
– -$211K -2,108 Closed
KFS
2441
Kaizen Financial Strategies
California
– -$210K -2,101 Closed
ACA
2442
Arsenal Capital Advisors
Pennsylvania
– -$209K -2,092 Closed
HR
2443
Howe & Rusling
New York
– -$209K -2,089 Closed
YL
2444
YCG LLC
Texas
– -$209K -2,088 Closed
HNH
2445
Hopwood Nicholas Hunter
– -$208K -2,080 Closed
MAM
2446
McLean Asset Management
Virginia
– -$212K -2,080 Closed
ABTD
2447
Arvest Bank Trust Division
Oklahoma
– -$207K -2,069 Closed
MAM
2448
Mainsail Asset Management
Alabama
– -$206K -2,066 Closed
KRW
2449
Kaufman Rossin Wealth
Florida
– -$204K -2,039 Closed
UI
2450
Unconventional Investor
New Hampshire
– -$203K -2,031 Closed
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98
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