We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
801
Barrett Asset Management
New York
$501K -$196K -4,330 -31%
CBT
802
Central Bank & Trust
Kentucky
$500K -$57K -1,259 -12%
FB
803
Fulton Bank
Pennsylvania
$499K -$8.38K -185 -2%
SIC
804
Salem Investment Counselors
North Carolina
$499K +$408K +9,008 +2,213%
CM
805
Castleark Management
Illinois
$496K – – –
BHBT
806
Burke & Herbert Bank & Trust
Virginia
$493K – – –
DI
807
DAGCO Inc
Ohio
$492K -$13.6K -300 -3%
CC
808
Cannell & Co
New York
$485K -$76.2K -1,683 -16%
QCM
809
Quest Capital Management
Texas
$485K -$9.33K -206 -2%
FNBT
810
FineMark National Bank & Trust
Florida
$484K +$62.4K +1,379 +18%
IA
811
IFP Advisors
Florida
$476K +$213K +4,712 +112%
LWM
812
Loveless Wealth Management
Montana
$475K -$28.3K -625 -7%
LSA
813
Leonteq Securities AG
Switzerland
$474K +$404K +8,928 New
BFM
814
Boston Financial Management
Massachusetts
$472K – – –
CPIG
815
Chicago Partners Investment Group
Illinois
$472K +$13.4K +297 +4%
SCM
816
Shelton Capital Management
Colorado
$470K – – –
WPW
817
Waldron Private Wealth
Pennsylvania
$470K +$18.7K +414 +5%
S
818
SignatureFD
Georgia
$469K +$91.2K +2,015 +30%
OSAM
819
O'Shaughnessy Asset Management
Connecticut
$469K +$141K +3,106 +54%
TAM
820
Trust Asset Management
Texas
$466K +$134K +2,969 +51%
VAS
821
Vestmark Advisory Solutions
Massachusetts
$461K -$14.9K -330 -4%
AWA
822
Arkadios Wealth Advisors
Georgia
$454K +$146K +3,235 +61%
FMBTD
823
First Midwest Bank Trust Division
Illinois
$449K -$26.5K -585 -6%
KPWS
824
Kestra Private Wealth Services
Texas
$448K +$75.6K +1,669 +24%
EWM
825
Empirical Wealth Management
Washington
$447K +$31.4K +693 +9%
31 32
33
34 35