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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
2001
Virtus ETF Advisers
New York
$122K -$5.02K -55 -4%
WAG
2002
Wilkerson Advisory Group
Missouri
$120K -$4.92K -54 -4%
PWM
2003
Proathlete Wealth Management
Florida
$117K +$182 +2 +0.2%
ITIM
2004
Indiana Trust & Investment Management
Indiana
$117K – – –
FMII
2005
Farmers & Merchants Investments Inc
Nebraska
$117K – – –
CB
2006
Community Bank
New York
$115K +$30.3K +332 +36%
CBT
2007
Crews Bank & Trust
Florida
$113K +$4.2K +46 +4%
CWM
2008
Cranbrook Wealth Management
Michigan
$113K -$28.7K -315 -21%
SAM
2009
Sherman Asset Management
California
$112K – – –
EP
2010
Essential Partners
California
$112K -$180K -1,971 -62%
RMP
2011
Richards, Merrill & Peterson
Washington
$111K – – –
PWMA
2012
Pension & Wealth Management Advisors
Massachusetts
$110K +$14.3K +157 +15%
CWP
2013
Concord Wealth Partners
Virginia
$109K +$108K +1,186 New
HIA
2014
Harbor Investment Advisory
Maryland
$109K – – –
AF
2015
Abound Financial
California
$108K – – –
SIM
2016
Synergy Investment Management
Florida
$108K +$19.7K +216 +23%
FA
2017
Fedenia Advisers
Wisconsin
$108K +$107K +1,170 New
FCAS
2018
First Command Advisory Services
Texas
$107K +$19.2K +211 +22%
SGFG
2019
Silver Grove Financial Group
New York
$106K +$105K +1,151 New
EF
2020
Entrust Financial
Pennsylvania
$105K +$91 +1 +0.1%
ASCM
2021
Adkins Seale Capital Management
Louisiana
$104K – – –
GK
2022
Graney & King
New York
$104K – – –
LHEI
2023
Leo H. Evart Inc
California
$104K +$365 +4 +0.4%
FB
2024
First Bancorp
Maine
$104K +$103K +1,125 New
EB
2025
Eastern Bank
Massachusetts
$101K -$40.9K -448 -29%
79 80
81
82 83