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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1976
Crowley Wealth Management
Delaware
$1.33K +$1.35K +18 New
RF
1977
Robinswood Financial
Washington
$1.26K
BOJHT
1978
Bank of Jackson Hole Trust
Wyoming
$1.26K +$1.27K +17 New
JFG
1979
JDM Financial Group
Texas
$1.18K
TWD
1980
True Wealth Design
Ohio
$1.18K +$1.2K +16 New
PWM
1981
Parkworth Wealth Management
California
$888 +$898 +12 New
NS
1982
NBC Securities
Alabama
$835 -$888K -11,869 -100%
NL
1983
NVWM LLC
Pennsylvania
$592
AWM
1984
Activest Wealth Management
Florida
$444 +$449 +6 New
YDMI
1985
Y.D. More Investments
Israel
$374 +$76K +1,015 +122%
SMAM
1986
Sugar Maple Asset Management
Wisconsin
$370 +$374 +5 New
AP
1987
Aspect Partners
Virginia
$296
LWANC
1988
Laurel Wealth Advisors (North Carolina)
North Carolina
$75
WBC
1989
West Branch Capital
Massachusetts
$75
RFG
1990
REAP Financial Group
Texas
$56 -$11.1K -149 -99%
PCFFS
1991
Pacific Center for Financial Services
California
$9
TP
1992
Theleme Partners
United Kingdom
-$272M -4,202,505 Closed
Alyeska Investment Group
1993
Alyeska Investment Group
Illinois
-$235M -3,619,657 Closed
DCP
1994
Darsana Capital Partners
New York
-$194M -3,000,000 Closed
Boston Partners
1995
Boston Partners
Massachusetts
-$47.4M -730,537 Closed
PCM
1996
Prana Capital Management
Connecticut
-$39.5M -609,737 Closed
RP
1997
Regal Partners
Australia
-$16.5M -254,444 Closed
SM
1998
Senvest Management
New York
-$13.4M -206,515 Closed
LA
1999
LFL Advisers
Illinois
-$12.9M -199,665 Closed
SPS
2000
Susquehanna Portfolio Strategies
Pennsylvania
-$10M -154,318 Closed