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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
2001
Arvest Bank Trust Division
Oklahoma
$207K -$6.64K -70 -3%
MAM
2002
Mainsail Asset Management
Alabama
$206K -$26.1K -275 -12%
RAM
2003
Reflection Asset Management
South Carolina
$206K +$195K +2,057 New
TAP
2004
TSG Advice Partners
Ohio
$204K +$194K +2,042 New
AW
2005
Alteri Wealth
California
$204K +$194K +2,042 New
KFGK
2006
Keystone Financial Group (Kentucky)
Kentucky
$204K +$194K +2,040 New
KRW
2007
Kaufman Rossin Wealth
Florida
$204K +$193K +2,039 New
UI
2008
Unconventional Investor
New Hampshire
$203K +$193K +2,031 New
OAM
2009
Occidental Asset Management
California
$202K +$192K +2,022 New
SPWM
2010
Straight Path Wealth Management
Michigan
$202K -$67.4K -710 -26%
LIA
2011
Lynx Investment Advisory
District of Columbia
$202K +$192K +2,021 New
JF
2012
JSF Financial
California
$202K +$191K +2,018 New
CWA
2013
Consilio Wealth Advisors
Washington
$201K +$191K +2,016 New
HTIM
2014
Harbour Trust & Investment Management
Indiana
$201K +$191K +2,014 New
AP
2015
Atwood & Palmer
Missouri
$201K +$569 +6 +0.3%
WAM
2016
Weatherly Asset Management
California
$201K +$191K +2,010 New
MEAC
2017
M.E. Allison & Co
Texas
$201K +$191K +2,010 New
RWP
2018
Revolve Wealth Partners
New Jersey
$201K -$65K -685 -25%
PWA
2019
Principia Wealth Advisory
Texas
$200K -$192K -2,022 -50%
TVWM
2020
Tower View Wealth Management
Wisconsin
$200K – – –
BGAI
2021
Bruce G. Allen Investments
Colorado
$199K -$12.6K -133 -6%
UIA
2022
Ulland Investment Advisors
Minnesota
$193K -$21.8K -230 -11%
BIA
2023
Bell Investment Advisors
California
$187K -$1.14K -12 -0.6%
HFM
2024
Hartford Financial Management
Connecticut
$174K – – –
WOSD
2025
WFA of San Diego
California
$173K – – –
79 80
81
82 83