We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1976
Eastern Bank
Massachusetts
– -$213K -2,950 Closed
FA
1977
Fermata Advisors
California
– -$213K -2,941 Closed
AL
1978
ACAS LLC
California
– -$210K -2,900 Closed
CAM
1979
Crestone Asset Management
Colorado
– -$207K -2,868 Closed
AWM
1980
Aprio Wealth Management
Georgia
– -$206K -2,846 Closed
ACA
1981
Aspire Capital Advisors
Washington
– -$206K -2,844 Closed
NPP
1982
New Potomac Partners
Maryland
– -$206K -2,844 Closed
PFS
1983
Prospect Financial Services
New York
– -$204K -2,820 Closed
GWA
1984
Gratus Wealth Advisors
Virginia
– -$201K -2,761 Closed
EMFAT
1985
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$169K -2,337 Closed
A
1986
AlphaQuest
New York
– -$153K -2,110 Closed
MTIM
1987
Marathon Trading Investment Management
Pennsylvania
– -$125K -1,723 Closed
FAM
1988
Formidable Asset Management
Ohio
– -$110K -1,526 Closed
TC
1989
Truvestments Capital
Florida
– -$98.3K -1,359 Closed
MAWCM
1990
Mine & Arao Wealth Creation & Management
California
– -$85.6K -1,183 Closed
NCTC
1991
New Covenant Trust Company
Indiana
– -$77.9K -1,077 Closed
FFWM
1992
Future Financial Wealth Management
Ohio
– -$72.3K -1,000 Closed
MAM
1993
MMA Asset Management
Pennsylvania
– -$72.3K -1,000 Closed
FIM
1994
Fernwood Investment Management
Massachusetts
– -$37.8K -523 Closed
WAM
1995
WFA Asset Management
Wisconsin
– -$33.1K -458 Closed
FSWA
1996
Financial Synergies Wealth Advisors
Texas
– -$21.1K -292 Closed
PWA
1997
Provenance Wealth Advisors
Florida
– -$17.1K -237 Closed
CWM
1998
CarsonAllaria Wealth Management
Illinois
– -$15.3K -211 Closed
LF
1999
LifeSteps Financial
California
– -$14.5K -200 Closed
TCM
2000
TruNorth Capital Management
Michigan
– -$8.17K -113 Closed
77 78 79
80
81