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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
MV Capital Management
Maryland
$142K +$2.83K +31 +2%
CSB
2002
City State Bank
Iowa
$141K +$1K +11 +0.7%
RTC
2003
Riverview Trust Company
Washington
$141K – – –
CC
2004
Corsicana & Co
Texas
$138K – – –
YP
2005
YANKCOM Partnership
South Dakota
$133K -$2.1K -23 -2%
NEI
2006
Northwest & Ethical Investments
Ontario, Canada
$132K -$962K -10,549 -88%
BC
2007
Barrett & Company
Rhode Island
$130K -$9.76K -107 -7%
APFP
2008
Action Point Financial Planning
Michigan
$127K +$127K +1,389 New
CA
2009
Crewe Advisors
Utah
$126K +$19.3K +212 +18%
ZI
2010
ZEGA Investments
Florida
$126K +$91 +1 +0.1%
API
2011
Asset Planning Inc
California
$124K +$182 +2 +0.1%
DIP
2012
DT Investment Partners
Pennsylvania
$124K – – –
EI
2013
EFG International
$124K +$18.4K +202 +18%
VEA
2014
Virtus ETF Advisers
New York
$122K -$5.02K -55 -4%
WAG
2015
Wilkerson Advisory Group
Missouri
$120K -$4.92K -54 -4%
PWM
2016
Proathlete Wealth Management
Florida
$117K +$182 +2 +0.2%
ITIM
2017
Indiana Trust & Investment Management
Indiana
$117K – – –
FMII
2018
Farmers & Merchants Investments Inc
Nebraska
$117K – – –
CB
2019
Community Bank
New York
$115K +$30.3K +332 +36%
CBT
2020
Crews Bank & Trust
Florida
$113K +$4.2K +46 +4%
CWM
2021
Cranbrook Wealth Management
Michigan
$113K -$28.7K -315 -21%
SAM
2022
Sherman Asset Management
California
$112K – – –
EP
2023
Essential Partners
California
$112K -$180K -1,971 -62%
RMP
2024
Richards, Merrill & Peterson
Washington
$111K – – –
PWMA
2025
Pension & Wealth Management Advisors
Massachusetts
$110K +$14.3K +157 +15%
79 80
81
82 83