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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1976
Ceeto Capital Group
Florida
$196K – – –
SS
1977
SBI Securities
Japan
$194K -$10.3K -113 -5%
T
1978
TrustBank
Illinois
$193K -$13.7K -150 -7%
EP
1979
Evelyn Partners
$189K +$187K +2,047 New
PWA
1980
Principia Wealth Advisory
Texas
$186K -$6.47K -71 -3%
TFIPS
1981
Towarzystwo Funduszy Inwestycyjnych PZU SA
$182K -$5.11K -56 -3%
TSMHT
1982
Thurston Springer Miller Herd & Titak
Indiana
$181K -$28.9K -317 -14%
MWA
1983
Medallion Wealth Advisors
Connecticut
$180K -$22.4K -246 -11%
UIA
1984
Ulland Investment Advisors
Minnesota
$179K – – –
BGAI
1985
Bruce G. Allen Investments
Colorado
$165K -$182 -2 -0.1%
AWM
1986
Aberdeen Wealth Management
Illinois
$163K -$236K -2,584 -59%
RF
1987
Rossby Financial
Florida
$161K +$37.8K +415 +31%
HFM
1988
Hartford Financial Management
Connecticut
$161K – – –
ESC
1989
Eurizon SLJ Capital
$159K – – –
TFA
1990
Toth Financial Advisory
Virginia
$159K -$1.3M -14,307 -89%
LAMC
1991
Longview Asset Management (California)
California
$157K +$182 +2 +0.1%
TVWM
1992
Tower View Wealth Management
Wisconsin
$157K -$27.4K -300 -15%
PK
1993
Pflug Koory
Nebraska
$153K – – –
SA
1994
SRH Advisors
Kansas
$153K – – –
RC
1995
Rexford Capital
Texas
$152K – – –
AFC
1996
Ares Financial Consulting
California
$151K +$2.37K +26 +2%
BIA
1997
Bell Investment Advisors
California
$147K -$10.7K -117 -7%
ACM
1998
Aster Capital Management
United Arab Emirates
$146K +$145K +1,587 New
TC
1999
Truvestments Capital
Florida
$143K -$52.2K -572 -27%
MIM
2000
MTM Investment Management
South Carolina
$143K – – –
78 79
80
81 82