We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2001
American Capital Advisory
Idaho
– -$27.2K -395 Closed
EIM
2002
Essex Investment Management
Massachusetts
– -$23.5K -341 Closed
AFIA
2003
America First Investment Advisors
Nebraska
– -$22.4K -325 Closed
CFS
2004
CGC Financial Services
Oregon
– -$22.4K -325 Closed
SA
2005
Scarborough Advisors
Maryland
– -$21.5K -313 Closed
FMTCOCP
2006
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$19K -273 Closed
FCG
2007
Financial Connections Group
California
– -$18K -271 Closed
W
2008
WealthCollab
Washington
– -$17.3K -252 Closed
ITFISA
2009
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$16.9K -245 Closed
EP
2010
Elkhorn Partners
Nebraska
– -$14K -200 Closed
LIWM
2011
Long Island Wealth Management
New York
– -$13K -188 Closed
CCC
2012
Chelsea Counsel Company
California
– -$12.7K -185 Closed
AIC
2013
Archer Investment Corporation
Indiana
– -$12.5K -182 Closed
AP
2014
Arlington Partners
Alabama
– -$9.56K -139 Closed
HBW
2015
Hazlett, Burt & Watson
West Virginia
– -$7K -108 Closed
PCA
2016
Providence Capital Advisors
North Carolina
– -$6.88K -100 Closed
PCMC
2017
Planning Capital Management Corporation
Pennsylvania
– -$3.99K -58 Closed
FWM
2018
Focused Wealth Management
New York
– -$3.83K -56 Closed
CTB
2019
Country Trust Bank
Illinois
– -$3.44K -50 Closed
TFGT
2020
TS Financial Group (TSFG)
Illinois
– -$2K -23 Closed
MFT
2021
Moisand Fitzgerald Tamayo
Florida
– -$1.46K -21 Closed
SNB
2022
Security National Bank
Nebraska
– -$1.03K -15 Closed
FBC
2023
Fairfield, Bush & Co
Connecticut
– -$695 -10 Closed
AIMA
2024
Ables Iannone Moore & Associates
Georgia
– -$550 -8 Closed
GCS
2025
Gordian Capital (Singapore)
Singapore
– -$207 -3 Closed
78 79 80
81
82