Charles Schwab

SCHW

Market cap $167B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	HNW 1976 High Note Wealth Deephaven, Minnesota	$5.64K	-$78	-1	-1%
1977	GTAM 1977 Global Trust Asset Management West Palm Beach, Florida	$5.56K	–	–	–
1978	BHWM 1978 Bay Harbor Wealth Management Hunt Valley, Maryland	$5.29K	+$1.33K	+17	+33%
1979	HIW 1979 Holos Integrated Wealth Kennett Square, Pennsylvania	$5.09K	–	–	–
1980	JGIA 1980 Jackson Grant Investment Advisers Stamford, Connecticut	$4.85K	–	–	–
1981	MBFW 1981 Morton Brown Family Wealth Allentown, Pennsylvania	$4.54K	+$4.55K	+58	New
1982	1NWS 1982 1 North Wealth Services Annapolis, Maryland	$4.46K	+$4.47K	+57	New
1983	WAS 1983 Winch Advisory Services Appleton, Wisconsin	$4.41K	-$6.12K	-78	-58%
1984	DSC 1984 Duncker Streett & Co St. Louis, Missouri	$4.15K	–	–	–
1985	PAG 1985 Paladin Advisory Group Clive, Iowa	$4.07K	–	–	–
1986	WW 1986 Winnow Wealth Waco, Texas	$4.03K	+$1.33K	+17	+49%
1987	T 1987 Tidemark San Diego, California	$3.99K	–	–	–
1988	WA 1988 WestEnd Advisors Charlotte, North Carolina	$3.91K	+$1.49K	+19	+61%
1989	FCAS 1989 First Command Advisory Services Fort Worth, Texas	$3.91K	+$3.92K	+50	New
1990	PCM 1990 Perritt Capital Management Chicago, Illinois	$3.84K	+$3.85K	+49	New
1991	TCM 1991 TD Capital Management Memphis, Tennessee	$3.78K	–	–	–
1992	BSB 1992 Bangor Savings Bank Bangor, Maine	$3.6K	–	–	–
1993	RS 1993 Rakuten Securities Tokyo, Japan	$3.52K	-$9.97K	-127	-74%
1994	GC 1994 Garde Capital Seattle, Washington	$3.52K	+$3.53K	+45	New
1995	RJA 1995 Ross\Johnson & Associates Plymouth, Minnesota	$3.44K	+$314	+4	+10%
1996	FG 1996 Fairman Group Chesterbrook, Pennsylvania	$3.4K	-$5.42K	-69	-60%
1997	BBPWM 1997 Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$3.34K	–	–	–
1998	MFG 1998 Mendota Financial Group Madison, Wisconsin	$3.13K	–	–	–
1999	RWM 1999 Ruedi Wealth Management Champaign, Illinois	$3.13K	–	–	–
2000	HI 2000 Hoey Investments Coatesville, Pennsylvania	$3.05K	–	–	–

Charles Schwab SCHW Market cap $167B

Charles Schwab

SCHW

Market cap $167B