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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1976
Monetary Management Group
Missouri
$62.1K – – –
AF
1977
Advisornet Financial
Minnesota
$61.2K -$27.1K -286 -31%
TCM
1978
Tradewinds Capital Management
Washington
$59.3K +$41.1K +433 +230%
FLP
1979
Financial Life Planners
Arizona
$59.3K +$58.9K +621 New
FFO
1980
Fortitude Family Office
Arizona
$58.3K – – –
JWM
1981
JPL Wealth Management
Colorado
$57.7K +$57.3K +604 New
GWP
1982
Gen-Wealth Partners
Michigan
$57.4K – – –
GC
1983
Gould Capital
Washington
$57.3K – – –
CWP
1984
Clark Wealth Partners
Illinois
$55.1K +$285 +3 +0.5%
CWA
1985
Carolina Wealth Advisors
South Carolina
$53.9K – – –
TCA
1986
Trifecta Capital Advisors
Illinois
$53.1K +$26.1K +275 +98%
PWA
1987
Physician Wealth Advisors
Utah
$53.1K +$28.7K +302 +119%
FPB
1988
First PREMIER Bank
South Dakota
$53K +$10.2K +107 +24%
CSC
1989
Caldwell Sutter Capital
California
$52.5K +$19K +200 +57%
KC
1990
Knuff & Co
California
$52.1K – – –
FC
1991
Fairscale Capital
New Hampshire
$51.9K – – –
HFS
1992
Hughes Financial Services
Virginia
$51.9K – – –
MFG
1993
Mendota Financial Group
Wisconsin
$50.7K +$50.4K +531 New
IRC
1994
Investors Research Corp
Georgia
$50.6K -$2.75K -29 -5%
WAG
1995
Wiser Advisor Group
Arizona
$50.5K +$50.2K +529 New
BAM
1996
Byrne Asset Management
New Jersey
$49.8K – – –
NL
1997
NVWM LLC
Pennsylvania
$49.2K +$47.5K +500 +3,333%
CTB
1998
Country Trust Bank
Illinois
$48.6K +$7.97K +84 +20%
CIAS
1999
CBIZ Investment Advisory Services
Ohio
$48.5K +$1.61K +17 +3%
AWM
2000
Activest Wealth Management
Florida
$48.3K +$11.1K +117 +30%
78 79
80
81 82