We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
726
Summit Financial
New Jersey
$2.05M +$273K +4,150 +15%
BFS
727
Bard Financial Services
Connecticut
$2.03M -$131K -2,000 -6%
CNBT
728
Canandaigua National Bank & Trust
New York
$2.01M +$19.1K +290 +0.9%
AA
729
Ancora Advisors
Ohio
$2.01M -$162K -2,463 -7%
AIC
730
Aurora Investment Counsel
Georgia
$2M +$187K +2,853 +10%
CCM
731
Chaney Capital Management
Washington
$1.99M +$174K +2,645 +9%
WCBA
732
Weaver C. Barksdale & Associates
Tennessee
$1.98M -$77K -1,172 -4%
AWS
733
Atria Wealth Solutions
New York
$1.98M -$1.18M -18,023 -37%
FPGT
734
Financial Partners Group (Tennessee)
Tennessee
$1.98M +$319K +4,854 +19%
CPIG
735
Chicago Partners Investment Group
Illinois
$1.97M -$349K -5,313 -16%
CCWM
736
Correct Capital Wealth Management
Missouri
$1.97M +$86.3K +1,313 +5%
GVAG
737
Great Valley Advisor Group
Delaware
$1.96M +$333K +5,065 +20%
ATPW
738
Ashton Thomas Private Wealth
Arizona
$1.96M +$573K +8,730 +41%
VNA
739
Valley National Advisers
Pennsylvania
$1.95M -$2.46M -37,510 -55%
MVA
740
Mount Vernon Associates
Maryland
$1.95M +$62.4K +950 +3%
HCCM
741
Hudson Canyon Capital Management
New York
$1.95M +$139K +2,114 +8%
CAI
742
Capital Advisors Inc
Oklahoma
$1.94M -$6.83K -104 -0.3%
GAM
743
Gotham Asset Management
New York
$1.94M +$242K +3,677 +14%
CSC
744
Cove Street Capital
California
$1.93M – – –
AIC
745
Argus Investors Counsel
New York
$1.93M -$34.8K -529 -2%
AWM
746
Avior Wealth Management
Nebraska
$1.93M +$231K +3,522 +13%
AIM
747
Aigen Investment Management
New York
$1.92M +$1.94M +29,573 New
VI
748
Vestcor Inc
New Brunswick, Canada
$1.91M – – –
3IP
749
3Chopt Investment Partners
Virginia
$1.91M -$221K -3,369 -10%
XWM
750
Xcel Wealth Management
Florida
$1.89M – – –
28 29
30
31 32