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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2001
BKM Wealth Management
Wisconsin
– -$45.3K -659 Closed
ACA
2002
American Capital Advisory
Idaho
– -$27.2K -395 Closed
EIM
2003
Essex Investment Management
Massachusetts
– -$23.5K -341 Closed
AFIA
2004
America First Investment Advisors
Nebraska
– -$22.4K -325 Closed
CFS
2005
CGC Financial Services
Oregon
– -$22.4K -325 Closed
SA
2006
Scarborough Advisors
Maryland
– -$21.5K -313 Closed
FMTCOCP
2007
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$19K -273 Closed
FCG
2008
Financial Connections Group
California
– -$18K -271 Closed
W
2009
WealthCollab
Washington
– -$17.3K -252 Closed
ITFISA
2010
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$16.9K -245 Closed
EP
2011
Elkhorn Partners
Nebraska
– -$14K -200 Closed
LIWM
2012
Long Island Wealth Management
New York
– -$13K -188 Closed
CCC
2013
Chelsea Counsel Company
California
– -$12.7K -185 Closed
AIC
2014
Archer Investment Corporation
Indiana
– -$12.5K -182 Closed
AP
2015
Arlington Partners
Alabama
– -$9.56K -139 Closed
HBW
2016
Hazlett, Burt & Watson
West Virginia
– -$7K -108 Closed
PCA
2017
Providence Capital Advisors
North Carolina
– -$6.88K -100 Closed
PCMC
2018
Planning Capital Management Corporation
Pennsylvania
– -$3.99K -58 Closed
FWM
2019
Focused Wealth Management
New York
– -$3.83K -56 Closed
CTB
2020
Country Trust Bank
Illinois
– -$3.44K -50 Closed
TFGT
2021
TS Financial Group (TSFG)
Illinois
– -$2K -23 Closed
MFT
2022
Moisand Fitzgerald Tamayo
Florida
– -$1.46K -21 Closed
SNB
2023
Security National Bank
Nebraska
– -$1.03K -15 Closed
FBC
2024
Fairfield, Bush & Co
Connecticut
– -$695 -10 Closed
AIMA
2025
Ables Iannone Moore & Associates
Georgia
– -$550 -8 Closed
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