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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1976
Keudell/Morrison Wealth Management
Oregon
$209K -$8.53K -87 -4%
NWWA
1977
New Wave Wealth Advisors
Arkansas
$209K -$35.7K -364 -14%
Verition Fund Management
1978
Verition Fund Management
Connecticut
$208K -$10.4M -106,001 -98%
W
1979
WorthPointe
California
$208K -$196 -2 -0.1%
SS
1980
SBI Securities
Japan
$208K +$6.38K +65 +3%
PCA
1981
Prosperity Capital Advisors
Ohio
$208K -$1.27K -13 -0.6%
SOW
1982
State of Wyoming
Wyoming
$207K +$216K +2,205 New
TAP
1983
TSG Advice Partners
Ohio
$207K +$15.9K +162 +8%
SIAG
1984
Safeguard Investment Advisory Group
California
$207K -$1.96K -20 -0.9%
MWA
1985
Medallion Wealth Advisors
Connecticut
$207K +$294 +3 +0.1%
MHC
1986
Meyer Handelman Company
New York
$207K
ACA
1987
Aspire Capital Advisors
Washington
$207K -$3.14K -32 -1%
GHA
1988
Granite Harbor Advisors
Texas
$207K +$6.47K +66 +3%
BEC
1989
Blue Edge Capital
Virginia
$207K +$216K +2,198 New
GFWA
1990
Grey Fox Wealth Advisors
Delaware
$206K +$785 +8 +0.4%
GWM
1991
Gilpin Wealth Management
Colorado
$205K +$8.14K +83 +4%
RWP
1992
Revolve Wealth Partners
New Jersey
$205K +$16.7K +170 +8%
CG
1993
Corundum Group
Colorado
$204K -$30.9K -315 -13%
SAM
1994
Seelaus Asset Management
New Jersey
$204K +$213K +2,171 New
B
1995
Birchbrook
Maine
$204K
HI
1996
Hendershot Investments
Virginia
$203K
HIG
1997
Heritage Investment Group
Florida
$203K +$196 +2 +0.1%
RWRC
1998
R.W. Roge & Company
New York
$203K -$1.76K -18 -0.8%
FCM
1999
Firestone Capital Management
Florida
$203K
MCB
2000
Morton Community Bank
Illinois
$202K