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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
1976
GSA Capital Partners
United Kingdom
– -$216K -2,936 Closed
TBWA
1977
Three Bridge Wealth Advisors
California
– -$215K -2,919 Closed
TW
1978
TritonPoint Wealth
Maryland
– -$214K -2,908 Closed
BA
1979
Bluesphere Advisors
Pennsylvania
– -$214K -2,900 Closed
EA
1980
Everpar Advisors
Oklahoma
– -$213K -2,897 Closed
PPWM
1981
Paragon Private Wealth Management
Kentucky
– -$213K -2,897 Closed
SMWM
1982
Silvia McColl Wealth Management
California
– -$213K -2,887 Closed
KCM
1983
Kathmere Capital Management
Pennsylvania
– -$209K -2,842 Closed
CFO
1984
Collective Family Office
Pennsylvania
– -$208K -2,826 Closed
AWM
1985
Angeles Wealth Management
California
– -$207K -2,814 Closed
WA1
1986
Wimmer Associates 1
California
– -$207K -2,804 Closed
SW
1987
SMART Wealth
Nebraska
– -$206K -2,802 Closed
EFG
1988
Ethos Financial Group
Pennsylvania
– -$204K -2,765 Closed
UWS
1989
Unique Wealth Strategies
Illinois
– -$189K -2,619 Closed
BC
1990
Belmont Capital
California
– -$152K -2,066 Closed
LIA
1991
Lynx Investment Advisory
District of Columbia
– -$146K -1,987 Closed
SP
1992
SWS Partners
Ohio
– -$139K -1,883 Closed
RP
1993
Rowlandmiller & Partners
Georgia
– -$135K -1,835 Closed
GC
1994
Garde Capital
Washington
– -$132K -1,788 Closed
CJ
1995
Caitlin John
Michigan
– -$67.1K -910 Closed
TFF
1996
The Family Firm
Maryland
– -$65.4K -887 Closed
WR
1997
WD Rutherford
Oregon
– -$42.7K -580 Closed
TSWM
1998
Tyler-Stone Wealth Management
Ohio
– -$37.8K -514 Closed
LJHT
1999
Laurie J. Hall Trustee
– -$37K -500 Closed
MS
2000
Mizuho Securities
Japan
– -$29.5K -400 Closed
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