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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
2001
Northwest Bancshares
Pennsylvania
$201K – – –
CCG
2002
Ceeto Capital Group
Florida
$200K – – –
TC
2003
Truvestments Capital
Florida
$199K +$56.5K +576 +37%
TFIPS
2004
Towarzystwo Funduszy Inwestycyjnych PZU SA
$191K -$16.7K -170 -8%
TVWM
2005
Tower View Wealth Management
Wisconsin
$188K – – –
MUMSS
2006
Mitsubishi UFJ Morgan Stanley Securities
Japan
$187K -$106K -1,084 -35%
UIA
2007
Ulland Investment Advisors
Minnesota
$182K – – –
WSFG
2008
Wall Street Financial Group
Illinois
$179K +$187K +1,902 New
SIS
2009
Sound Income Strategies
Florida
$171K +$74K +755 +69%
BGAI
2010
Bruce G. Allen Investments
Colorado
$168K -$20.1K -205 -10%
HFM
2011
Hartford Financial Management
Connecticut
$164K – – –
ESC
2012
Eurizon SLJ Capital
$162K +$169K +1,726 New
BIA
2013
Bell Investment Advisors
California
$161K -$15K -153 -8%
LAMC
2014
Longview Asset Management (California)
California
$160K -$58.6K -597 -26%
PK
2015
Pflug Koory
Nebraska
$156K – – –
SA
2016
SRH Advisors
Kansas
$156K – – –
RC
2017
Rexford Capital
Texas
$155K – – –
DWS
2018
Dynamic Wealth Strategies
California
$153K -$66K -673 -29%
EPIMS
2019
Evelyn Partners Investment Management Services
$148K – – –
AFC
2020
Ares Financial Consulting
California
$148K +$40.5K +413 +35%
AF
2021
Advisornet Financial
Minnesota
$146K +$76.9K +784 +102%
MIM
2022
MTM Investment Management
South Carolina
$145K – – –
EB
2023
Eastern Bank
Massachusetts
$145K -$384K -3,918 -72%
WOSD
2024
WFA of San Diego
California
$145K -$19K -194 -11%
CWM
2025
Cranbrook Wealth Management
Michigan
$144K – – –
79 80
81
82 83