We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
901
Clear Perspective Advisors
Illinois
$294K +$41.2K +935 +18%
MAM
902
Marquette Asset Management
Minnesota
$293K – – –
BCWM
903
Blue Chip Wealth Management
Florida
$292K -$8.64K -196 -3%
WI
904
Wintrust Investments
Illinois
$291K – – –
FRM
905
Fox Run Management
Connecticut
$289K -$44.7K -1,014 -14%
IAN
906
Integrated Advisors Network
Texas
$288K +$267K +6,056 New
SSWM
907
Sheets Smith Wealth Management
North Carolina
$285K – – –
NNP
908
Nachman Norwood & Parrott
South Carolina
$284K +$263K +5,977 New
RWB
909
RMR Wealth Builders
New Jersey
$281K +$261K +5,912 New
BCM
910
BTR Capital Management
California
$280K – – –
ACP
911
Ashfield Capital Partners
California
$279K -$4.41K -100 -2%
HKAM
912
Horizon Kinetics Asset Management
New York
$278K -$61.2K -1,389 -19%
TYCC
913
Texas Yale Capital Corp
Florida
$278K – – –
ATPW
914
Ashton Thomas Private Wealth
Arizona
$274K +$254K +5,752 New
BIC
915
Beach Investment Counsel
Pennsylvania
$273K -$3.75K -85 -1%
QIM
916
Quest Investment Management
Oregon
$273K – – –
TC
917
Telemus Capital
Michigan
$272K -$44.8K -1,016 -15%
CPA
918
Court Place Advisors
Maryland
$271K – – –
TCM
919
Traynor Capital Management
Pennsylvania
$270K +$264 +6 +0.1%
PCM
920
Pointe Capital Management
Michigan
$267K -$1.23K -28 -0.5%
PAS
921
Park Avenue Securities
New York
$266K +$246K +5,583 New
ST
922
Smithfield Trust
Pennsylvania
$265K +$11.3K +257 +5%
CAI
923
Capital Advisors Inc
Oklahoma
$265K +$18.5K +420 +8%
HNB
924
Huntington National Bank
Ohio
$265K +$72.8K +1,652 +42%
HC
925
Henshaw Capital
Massachusetts
$265K +$245K +5,569 New
35 36
37
38 39