We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2001
Birchbrook
Maine
$204K – – –
HI
2002
Hendershot Investments
Virginia
$203K – – –
HIG
2003
Heritage Investment Group
Florida
$203K +$196 +2 +0.1%
RWRC
2004
R.W. Roge & Company
New York
$203K -$1.76K -18 -0.8%
FCM
2005
Firestone Capital Management
Florida
$203K – – –
MCB
2006
Morton Community Bank
Illinois
$202K – – –
NB
2007
Northwest Bancshares
Pennsylvania
$201K – – –
CCG
2008
Ceeto Capital Group
Florida
$200K – – –
TC
2009
Truvestments Capital
Florida
$199K +$56.5K +576 +37%
PWA
2010
Principia Wealth Advisory
Texas
$196K +$8.34K +85 +4%
TFIPS
2011
Towarzystwo Funduszy Inwestycyjnych PZU SA
$191K -$16.7K -170 -8%
TVWM
2012
Tower View Wealth Management
Wisconsin
$188K – – –
MUMSS
2013
Mitsubishi UFJ Morgan Stanley Securities
Japan
$187K -$106K -1,084 -35%
UIA
2014
Ulland Investment Advisors
Minnesota
$182K – – –
WSFG
2015
Wall Street Financial Group
Illinois
$179K +$187K +1,902 New
SIS
2016
Sound Income Strategies
Florida
$171K +$74K +755 +69%
BGAI
2017
Bruce G. Allen Investments
Colorado
$168K -$20.1K -205 -10%
HFM
2018
Hartford Financial Management
Connecticut
$164K – – –
ESC
2019
Eurizon SLJ Capital
$162K +$169K +1,726 New
BIA
2020
Bell Investment Advisors
California
$161K -$15K -153 -8%
LAMC
2021
Longview Asset Management (California)
California
$160K -$58.6K -597 -26%
PK
2022
Pflug Koory
Nebraska
$156K – – –
SA
2023
SRH Advisors
Kansas
$156K – – –
RC
2024
Rexford Capital
Texas
$155K – – –
DWS
2025
Dynamic Wealth Strategies
California
$153K -$66K -673 -29%
79 80
81
82 83