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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
1976
Partners Capital Investment Group
Massachusetts
– -$233K -3,389 Closed
MAWA
1977
Moss Adams Wealth Advisors
Washington
– -$233K -3,382 Closed
RAM
1978
Readystate Asset Management
Illinois
– -$223K -3,380 Closed
FFB
1979
First Financial Bankshares
Texas
– -$232K -3,375 Closed
DC
1980
Defender Capital
North Carolina
– -$219K -3,190 Closed
NL
1981
NWAM LLC
Washington
– -$209K -3,040 Closed
HA
1982
Harbor Advisors
Florida
– -$206K -3,000 Closed
OFG
1983
Oxford Financial Group
Indiana
– -$204K -2,971 Closed
BCA
1984
Bay Colony Advisors
Massachusetts
– -$202K -2,936 Closed
AP
1985
Adero Partners
California
– -$201K -2,918 Closed
TFA
1986
Teamwork Financial Advisors
Texas
– -$200K -2,912 Closed
TVAMP
1987
Tennessee Valley Asset Management Partners
Tennessee
– -$191K -2,775 Closed
GWS
1988
Glassman Wealth Services
Virginia
– -$188K -2,727 Closed
LF
1989
Lee Financial
Texas
– -$171K -2,478 Closed
TWM
1990
Tradition Wealth Management
Minnesota
– -$139K -2,026 Closed
A
1991
AJOVista
Massachusetts
– -$136K -1,980 Closed
FFA
1992
Founders Financial Alliance
North Carolina
– -$128K -1,860 Closed
MFA
1993
McClarren Financial Advisors
Pennsylvania
– -$115K -1,669 Closed
TCWA
1994
Turtle Creek Wealth Advisors
Texas
– -$92.1K -1,338 Closed
NFA
1995
Northwest Financial Advisors
Virginia
– -$89.3K -1,298 Closed
TFG
1996
Team Financial Group
California
– -$69.7K -1,013 Closed
RFA
1997
Resurgent Financial Advisors
Georgia
– -$61.8K -898 Closed
SAI
1998
Systematic Alpha Investments
New Jersey
– -$53.7K -781 Closed
WAM
1999
Wolverine Asset Management
Illinois
– -$44.5K -676 Closed
BWM
2000
BKM Wealth Management
Wisconsin
– -$45.3K -659 Closed
78 79
80
81 82