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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GK
1951
Graney & King
New York
$88.6K – – –
CB
1952
Community Bank
New York
$87.6K +$87.1K +918 New
VWWMG
1953
Vermillion & White Wealth Management Group
Pennsylvania
$87K +$4.27K +45 +5%
KFP
1954
Kerr Financial Planning
California
$86.1K +$87K +917 New
CCA
1955
Catalyst Capital Advisors
New York
$83K -$46.6K -491 -36%
CBT
1956
CoreFirst Bank & Trust
Kansas
$82.3K – – –
PW
1957
Pandora Wealth
Illinois
$81.5K – – –
DCM
1958
Disciplina Capital Management
Tennessee
$80.6K +$190 +2 +0.2%
JSAM
1959
J. Safra Asset Management
New York
$77.8K +$8.83K +93 +13%
HCM
1960
Hollencrest Capital Management
California
$77.3K – – –
PPA
1961
Painted Porch Advisors
California
$74K – – –
HAP
1962
Harbor Asset Planning
Massachusetts
$72.5K +$190 +2 +0.3%
FFC
1963
First Financial Corp
Indiana
$71.6K -$14.8K -156 -17%
GF
1964
GGM Financials
Ohio
$71.2K +$70.8K +746 New
WA
1965
Westfuller Advisors
New York
$70.3K +$69.9K +736 New
MTIC
1966
Missouri Trust & Investment Company
Missouri
$70.2K – – –
SRCM
1967
Signature Resources Capital Management
California
$67.5K – – –
GSWM
1968
Golden State Wealth Management
California
$67.3K – – –
PWAM
1969
Private Wealth Asset Management
Iowa
$67.3K +$759 +8 +1%
FMB
1970
Field & Main Bank
Kentucky
$66.8K – – –
PC
1971
Promus Capital
Illinois
$66.8K – – –
WA
1972
WPG Advisers
Maryland
$65.5K +$475 +5 +0.7%
CA
1973
Crewe Advisors
Utah
$65.3K -$1.9K -20 -3%
DAM
1974
Delta Asset Management
Tennessee
$63.5K +$7.12K +75 +13%
KHC
1975
Koesten Hirschmann & Crabtree
Kansas
$62.9K – – –
77 78
79
80 81