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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2451
Occidental Asset Management
California
– -$202K -2,022 Closed
LIA
2452
Lynx Investment Advisory
District of Columbia
– -$202K -2,021 Closed
SPWM
2453
Straight Path Wealth Management
Michigan
– -$202K -2,021 Closed
JF
2454
JSF Financial
California
– -$202K -2,018 Closed
CWA
2455
Consilio Wealth Advisors
Washington
– -$201K -2,016 Closed
HTIM
2456
Harbour Trust & Investment Management
Indiana
– -$201K -2,014 Closed
MEAC
2457
M.E. Allison & Co
Texas
– -$201K -2,010 Closed
WAM
2458
Weatherly Asset Management
California
– -$201K -2,010 Closed
RP
2459
Rowlandmiller & Partners
Georgia
– -$144K -1,445 Closed
CWP
2460
Concord Wealth Partners
Virginia
– -$140K -1,404 Closed
VWWMG
2461
Vermillion & White Wealth Management Group
Pennsylvania
– -$101K -1,010 Closed
SA
2462
Strategic Advocates
Utah
– -$101K -1,000 Closed
EI
2463
eCIO Inc
Wisconsin
– -$96.5K -966 Closed
WWA
2464
Wealth Watch Advisors
Colorado
– -$46.1K -461 Closed
HHMI
2465
Howard Hughes Medical Institute
Maryland
– -$36K -360 Closed
OC
2466
Optima Capital
Oregon
– -$29.7K -297 Closed
MFG
2467
Mendota Financial Group
Wisconsin
– -$27.7K -277 Closed
LIA
2468
Luken Investment Analytics
Tennessee
– -$23.2K -232 Closed
OCM
2469
Osterweis Capital Management
California
– -$22.6K -226 Closed
OWP
2470
ORG Wealth Partners
Texas
– -$18.4K -184 Closed
BOJHT
2471
Bank of Jackson Hole Trust
Wyoming
– -$12.2K -122 Closed
IA
2472
Icon Advisers
Colorado
– -$12K -120 Closed
LB
2473
Legacy Bridge
Iowa
– -$11.5K -115 Closed
WAM
2474
Wolverine Asset Management
Illinois
– -$11.5K -115 Closed
NSG
2475
Nalls Sherbakoff Group
Tennessee
– -$10.3K -103 Closed
96 97 98
99
100