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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1976
Crewe Advisors
Utah
$65.3K -$1.9K -20 -3%
DAM
1977
Delta Asset Management
Tennessee
$63.5K +$7.12K +75 +13%
KHC
1978
Koesten Hirschmann & Crabtree
Kansas
$62.9K – – –
MMG
1979
Monetary Management Group
Missouri
$62.1K – – –
AF
1980
Advisornet Financial
Minnesota
$61.2K -$27.1K -286 -31%
TCM
1981
Tradewinds Capital Management
Washington
$59.3K +$41.1K +433 +230%
FLP
1982
Financial Life Planners
Arizona
$59.3K +$58.9K +621 New
FFO
1983
Fortitude Family Office
Arizona
$58.3K – – –
JWM
1984
JPL Wealth Management
Colorado
$57.7K +$57.3K +604 New
GWP
1985
Gen-Wealth Partners
Michigan
$57.4K – – –
GC
1986
Gould Capital
Washington
$57.3K – – –
CWP
1987
Clark Wealth Partners
Illinois
$55.1K +$285 +3 +0.5%
CWA
1988
Carolina Wealth Advisors
South Carolina
$53.9K – – –
TCA
1989
Trifecta Capital Advisors
Illinois
$53.1K +$26.1K +275 +98%
PWA
1990
Physician Wealth Advisors
Utah
$53.1K +$28.7K +302 +119%
FPB
1991
First PREMIER Bank
South Dakota
$53K +$10.2K +107 +24%
CSC
1992
Caldwell Sutter Capital
California
$52.5K +$19K +200 +57%
KC
1993
Knuff & Co
California
$52.1K – – –
FC
1994
Fairscale Capital
New Hampshire
$51.9K – – –
HFS
1995
Hughes Financial Services
Virginia
$51.9K – – –
MFG
1996
Mendota Financial Group
Wisconsin
$50.7K +$50.4K +531 New
IRC
1997
Investors Research Corp
Georgia
$50.6K -$2.75K -29 -5%
WAG
1998
Wiser Advisor Group
Arizona
$50.5K +$50.2K +529 New
BAM
1999
Byrne Asset Management
New Jersey
$49.8K – – –
NL
2000
NVWM LLC
Pennsylvania
$49.2K +$47.5K +500 +3,333%
78 79
80
81 82