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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
2001
Country Trust Bank
Illinois
$48.6K +$7.97K +84 +20%
CIAS
2002
CBIZ Investment Advisory Services
Ohio
$48.5K +$1.61K +17 +3%
AWM
2003
Activest Wealth Management
Florida
$48.3K +$11.1K +117 +30%
GJIA
2004
Glass Jacobson Investment Advisors
Maryland
$47.7K – – –
FFWM
2005
Future Financial Wealth Management
Ohio
$47.7K – – –
NSIM
2006
North Star Investment Management
Illinois
$47.7K – – –
VWM
2007
Valley Wealth Managers
New Jersey
$47.7K +$47.5K +500 New
IW
2008
Imprint Wealth
South Carolina
$46.3K +$46K +485 New
TWD
2009
True Wealth Design
Ohio
$46.3K +$29.5K +311 +179%
BCM
2010
Boreal Capital Management
Florida
$45.3K +$45.1K +475 New
WWA
2011
Wealth Watch Advisors
Colorado
$44.9K +$44.6K +470 New
EPAM
2012
Evelyn Partners Asset Management
$44.6K +$9.78K +103 +28%
KFI
2013
Key Financial Inc
Pennsylvania
$43.9K – – –
FFA
2014
Frazier Financial Advisors
Ohio
$43.8K +$18K +190 +71%
BWL
2015
Bogart Wealth LLC
Virginia
$43K +$11.9K +125 +38%
MSWM
2016
Mowery & Schoenfeld Wealth Management
Illinois
$42.6K -$6.08K -64 -13%
CAC
2017
Core Alternative Capital
Georgia
$41.7K – – –
S
2018
Sachetta
Massachusetts
$41.6K +$1.9K +20 +5%
MMCM
2019
Murphy & Mullick Capital Management
New York
$41K +$12.3K +130 +43%
SA
2020
Seneschal Advisors
Washington
$40.8K +$40.5K +427 New
CMA
2021
Cedar Mountain Advisors
Oregon
$40.6K +$2.66K +28 +7%
BHWM
2022
Beaird Harris Wealth Management
Texas
$40.3K +$9.78K +103 +32%
CIAM
2023
Caitong International Asset Management
Hong Kong
$38.6K +$34.5K +364 +910%
IWP
2024
IAG Wealth Partners
Wisconsin
$38.2K -$28.9K -305 -43%
CFS
2025
CGC Financial Services
Oregon
$38.2K – – –
79 80
81
82 83