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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1976
Brave Asset Management
New Jersey
– -$220K -2,988 Closed
CWS
1977
Confluence Wealth Services
Pennsylvania
– -$220K -2,982 Closed
SCM
1978
Steele Capital Management
Iowa
– -$217K -2,939 Closed
GCP
1979
GSA Capital Partners
United Kingdom
– -$216K -2,936 Closed
TBWA
1980
Three Bridge Wealth Advisors
California
– -$215K -2,919 Closed
TW
1981
TritonPoint Wealth
Maryland
– -$214K -2,908 Closed
BA
1982
Bluesphere Advisors
Pennsylvania
– -$214K -2,900 Closed
EA
1983
Everpar Advisors
Oklahoma
– -$213K -2,897 Closed
PPWM
1984
Paragon Private Wealth Management
Kentucky
– -$213K -2,897 Closed
SMWM
1985
Silvia McColl Wealth Management
California
– -$213K -2,887 Closed
KCM
1986
Kathmere Capital Management
Pennsylvania
– -$209K -2,842 Closed
CFO
1987
Collective Family Office
Pennsylvania
– -$208K -2,826 Closed
AWM
1988
Angeles Wealth Management
California
– -$207K -2,814 Closed
WA1
1989
Wimmer Associates 1
California
– -$207K -2,804 Closed
SW
1990
SMART Wealth
Nebraska
– -$206K -2,802 Closed
EFG
1991
Ethos Financial Group
Pennsylvania
– -$204K -2,765 Closed
UWS
1992
Unique Wealth Strategies
Illinois
– -$189K -2,619 Closed
BC
1993
Belmont Capital
California
– -$152K -2,066 Closed
LIA
1994
Lynx Investment Advisory
District of Columbia
– -$146K -1,987 Closed
SP
1995
SWS Partners
Ohio
– -$139K -1,883 Closed
RP
1996
Rowlandmiller & Partners
Georgia
– -$135K -1,835 Closed
GC
1997
Garde Capital
Washington
– -$132K -1,788 Closed
CJ
1998
Caitlin John
Michigan
– -$67.1K -910 Closed
TFF
1999
The Family Firm
Maryland
– -$65.4K -887 Closed
WR
2000
WD Rutherford
Oregon
– -$42.7K -580 Closed
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