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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2001
Tyler-Stone Wealth Management
Ohio
– -$37.8K -514 Closed
LJHT
2002
Laurie J. Hall Trustee
– -$37K -500 Closed
MS
2003
Mizuho Securities
Japan
– -$29.5K -400 Closed
KFS
2004
Kelly Financial Services
Massachusetts
– -$26.5K -360 Closed
TWD
2005
True Wealth Design
Ohio
– -$21.3K -289 Closed
PIS
2006
POM Investment Strategies
North Carolina
– -$15K -203 Closed
WIA
2007
Wetzel Investment Advisors
Indiana
– -$11.8K -163 Closed
PGAM
2008
Princeton Global Asset Management
New Jersey
– -$11.8K -161 Closed
SC
2009
Stephens Consulting
Michigan
– -$9.29K -126 Closed
IA
2010
Icon Advisers
Colorado
– -$8.84K -120 Closed
TWP
2011
Triad Wealth Partners
Kansas
– -$7.59K -103 Closed
RFG
2012
RFP Financial Group
Georgia
– -$6.93K -94 Closed
AAG
2013
Armstrong Advisory Group
Massachusetts
– -$6.71K -91 Closed
CAM
2014
Creekmur Asset Management
Illinois
– -$6.04K -82 Closed
FW
2015
Fairway Wealth
Ohio
– -$5.38K -73 Closed
AWM
2016
Activest Wealth Management
Florida
– -$4.66K -71 Closed
NFSG
2017
Newbridge Financial Services Group
Florida
– -$3.69K -50 Closed
AFWM
2018
Abich Financial Wealth Management
Virginia
– -$3.39K -46 Closed
CP
2019
Camelot Portfolios
Ohio
– -$2.21K -30 Closed
SFCL
2020
Strengthening Families & Communities LLC
Massachusetts
– -$2K -24 Closed
BONH
2021
Bank of New Hampshire
New Hampshire
– -$1.1K -15 Closed
DWA
2022
Delos Wealth Advisors
Texas
– -$1.03K -14 Closed
HH
2023
HWG Holdings
Texas
– -$516 -7 Closed
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