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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1976
WR Wealth Planners
Missouri
– -$52.4K -955 Closed
MIA
1977
Milestone Investment Advisors
Wisconsin
– -$48.8K -888 Closed
FAM
1978
Flaharty Asset Management
Florida
– -$47.3K -862 Closed
RW
1979
RVW Wealth
California
– -$47.1K -858 Closed
AS
1980
AM Squared
Hong Kong
– -$43.9K -800 Closed
RCG
1981
Rock Creek Group
District of Columbia
– -$38.2K -696 Closed
EARNEST Partners
1982
EARNEST Partners
Georgia
– -$37.4K -682 Closed
BCM
1983
BluePath Capital Management
Georgia
– -$33.6K -612 Closed
EAM
1984
Erste Asset Management
Austria
– -$33.6K -582 Closed
BWS
1985
Buck Wealth Strategies
Colorado
– -$31.5K -573 Closed
AA
1986
AlphaMark Advisors
Kentucky
– -$27K -500 Closed
QP
1987
Quilter Plc
United Kingdom
– -$427K -428 Closed
BCM
1988
Bourgeon Capital Management
Connecticut
– -$22K -400 Closed
IAS
1989
IMA Advisory Services
Colorado
– -$22K -400 Closed
FM
1990
Family Management
New York
– -$13.1K -239 Closed
CAM
1991
Chesapeake Asset Management
New York
– -$11K -200 Closed
GWMIA
1992
Global Wealth Management Investment Advisory
Florida
– -$11K -200 Closed
CT
1993
Cambridge Trust
Massachusetts
– -$9.28K -169 Closed
AIM
1994
Arcadia Investment Management
Michigan
– -$8.84K -161 Closed
PPC
1995
Park Place Capital
Alabama
– -$8.18K -149 Closed
IG
1996
ING Group
Netherlands
– -$494 -9 Closed
UFF
1997
USA Financial Formulas
Michigan
– -$384 -7 Closed
AWA
1998
Authentikos Wealth Advisory
California
– -$220 -4 Closed