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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BLFG
1976
Brian Low Financial Group
Louisiana
$215K +$204K +2,149 New
CAC
1977
Core Alternative Capital
Georgia
$215K +$162K +1,711 +392%
LWM
1978
Lighthouse Wealth Management
Ohio
$214K +$1.42K +15 +0.7%
BEW
1979
Burton Enright Welch
California
$214K -$94.4K -995 -32%
LWM
1980
Liberty Wealth Management
California
$214K -$854 -9 -0.4%
NB
1981
Northwest Bancshares
Pennsylvania
$213K +$203K +2,135 New
GHA
1982
Granite Harbor Advisors
Texas
$213K -$569 -6 -0.3%
CP
1983
Castleview Partners
Texas
$213K +$759 +8 +0.4%
MAM
1984
McLean Asset Management
Virginia
$212K +$197K +2,080 New
CCG
1985
Ceeto Capital Group
Florida
$212K -$86.1K -908 -30%
FNT
1986
First Nebraska Trust
Nebraska
$211K -$24.7K -260 -11%
FTC
1987
Farmers Trust Company
Ohio
$211K -$22.6K -238 -10%
HCM
1988
Hutchinson Capital Management
California
$211K +$664 +7 +0.3%
LWA
1989
Legacy Wealth Advisors
Florida
$211K +$200K +2,107 New
LWM
1990
LeConte Wealth Management
Tennessee
$210K +$200K +2,104 New
OC
1991
Opal Capital
Florida
$210K +$187K +1,967 New
KFS
1992
Kaizen Financial Strategies
California
$210K +$199K +2,101 New
EL
1993
EWA LLC
Pennsylvania
$210K +$199K +2,097 New
GWM
1994
Gilpin Wealth Management
Colorado
$210K +$199K +2,097 New
ACA
1995
Arsenal Capital Advisors
Pennsylvania
$209K +$198K +2,092 New
EV
1996
EJMK Ventures
Illinois
$209K +$198K +2,092 New
HR
1997
Howe & Rusling
New York
$209K -$3.13K -33 -2%
YL
1998
YCG LLC
Texas
$209K +$198K +2,088 New
HNH
1999
Hopwood Nicholas Hunter
$208K +$197K +2,080 New
TVPW
2000
Third View Private Wealth
Connecticut
$207K +$197K +2,073 New
78 79
80
81 82