We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GCMG
776
Gyroscope Capital Management Group
Florida
$391K +$60K +1,084 +16%
FA
777
Fortis Advisors
Pennsylvania
$387K – – –
BTW
778
Boston Trust Walden
Massachusetts
$384K -$120K -2,163 -22%
LSAG
779
Lake Street Advisors Group
New Hampshire
$383K -$7.48K -135 -2%
PWW
780
Pettyjohn Wood & White
Virginia
$381K +$178K +3,205 +75%
KA
781
Klingman & Associates
New York
$377K +$36.4K +658 +10%
OCG
782
Opus Capital Group
Ohio
$375K +$18.7K +337 +5%
AGA
783
Accuvest Global Advisors
Utah
$375K +$400K +7,220 +6,564%
CG
784
Colony Group
Massachusetts
$373K +$72.3K +1,306 +22%
CA
785
Capital Advantage
California
$371K -$997 -18 -0.2%
CS
786
Credential Securities
$370K -$1.83K -33 -0.5%
WB
787
WesBanco Bank
West Virginia
$368K -$2.77K -50 -0.7%
AIC
788
Argus Investors Counsel
New York
$367K +$398K +7,191 New
VFA
789
Voya Financial Advisors
Connecticut
$364K +$41.7K +752 +12%
EWM
790
Evermay Wealth Management
Virginia
$359K +$22.2K +400 +6%
GIP
791
Greatmark Investment Partners
Georgia
$358K – – –
HFS
792
HL Financial Services
Kentucky
$357K +$45K +813 +13%
FB
793
Fulton Bank
Pennsylvania
$356K -$41K -740 -10%
MIFH
794
Migdal Insurance & Financial Holdings
Israel
$356K +$382K +6,891 +8,507%
IA
795
IFP Advisors
Florida
$355K -$167K -3,024 -30%
PAM
796
Palisade Asset Management
Minnesota
$355K – – –
CPIG
797
Chicago Partners Investment Group
Illinois
$353K +$321K +5,799 +525%
GH
798
GAM Holding
Switzerland
$353K +$382K +6,900 New
BAM
799
Belpointe Asset Management
Nevada
$350K – – –
MCC
800
Malaga Cove Capital
California
$349K – – –
30 31
32
33 34