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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1976
Toth Financial Advisory
Virginia
$159K -$1.3M -14,307 -89%
LAMC
1977
Longview Asset Management (California)
California
$157K +$182 +2 +0.1%
TVWM
1978
Tower View Wealth Management
Wisconsin
$157K -$27.4K -300 -15%
PK
1979
Pflug Koory
Nebraska
$153K – – –
SA
1980
SRH Advisors
Kansas
$153K – – –
RC
1981
Rexford Capital
Texas
$152K – – –
AFC
1982
Ares Financial Consulting
California
$151K +$2.37K +26 +2%
BIA
1983
Bell Investment Advisors
California
$147K -$10.7K -117 -7%
ACM
1984
Aster Capital Management
United Arab Emirates
$146K +$145K +1,587 New
TC
1985
Truvestments Capital
Florida
$143K -$52.2K -572 -27%
MIM
1986
MTM Investment Management
South Carolina
$143K – – –
MCM
1987
MV Capital Management
Maryland
$142K +$2.83K +31 +2%
CSB
1988
City State Bank
Iowa
$141K +$1K +11 +0.7%
RTC
1989
Riverview Trust Company
Washington
$141K – – –
CC
1990
Corsicana & Co
Texas
$138K – – –
WG
1991
Wellington Group
Indiana
$134K – – –
YP
1992
YANKCOM Partnership
South Dakota
$133K -$2.1K -23 -2%
NEI
1993
Northwest & Ethical Investments
Ontario, Canada
$132K -$962K -10,549 -88%
BC
1994
Barrett & Company
Rhode Island
$130K -$9.76K -107 -7%
APFP
1995
Action Point Financial Planning
Michigan
$127K +$127K +1,389 New
CA
1996
Crewe Advisors
Utah
$126K +$19.3K +212 +18%
ZI
1997
ZEGA Investments
Florida
$126K +$91 +1 +0.1%
API
1998
Asset Planning Inc
California
$124K +$182 +2 +0.1%
DIP
1999
DT Investment Partners
Pennsylvania
$124K – – –
EI
2000
EFG International
$124K +$18.4K +202 +18%
78 79
80
81 82