SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
951
Lyell Wealth Management
California
$680K +$51.7K +745 +9%
BL
952
Balentine LLC
Georgia
$673K -$306K -4,414 -32%
OPS
953
Orion Portfolio Solutions
Nebraska
$673K +$198K +2,845 +44%
IC
954
Inverness Counsel
New York
$669K -$27.8K -400 -4%
AA
955
Apriem Advisors
California
$667K -$38.2K -550 -6%
SFG
956
SNS Financial Group
Minnesota
$667K +$4.86K +70 +0.8%
VCM
957
Violich Capital Management
California
$665K -$93.7K -1,350 -13%
PIMG
958
Patriot Investment Management Group
Tennessee
$658K -$27K -389 -4%
OFG
959
Omega Financial Group
California
$657K +$2.22K +32 +0.4%
IF
960
Ironwood Financial
Arizona
$655K – – –
IA
961
IFP Advisors
Florida
$650K +$175K +2,524 +20%
CAM
962
Cozad Asset Management
Illinois
$647K -$903 -13 -0.1%
CWM
963
Concentric Wealth Management
California
$644K +$139 +2 +0%
AFA
964
AllGen Financial Advisors
Florida
$643K +$621K +8,951 New
IB
965
Intrust Bank
Kansas
$643K -$6.39K -92 -1%
BEW
966
Burton Enright Welch
California
$642K -$134K -1,924 -18%
AP
967
Americana Partners
Texas
$639K +$17.7K +255 +3%
KPWS
968
Kestra Private Wealth Services
Texas
$631K -$123K -1,777 -17%
BFM
969
Boston Financial Management
Massachusetts
$620K -$972 -14 -0.2%
SAM
970
Seelaus Asset Management
New Jersey
$615K +$594K +8,559 New
CC
971
Copperleaf Capital
North Carolina
$611K +$590K +8,505 New
SWM
972
Spire Wealth Management
Virginia
$609K -$255K -3,672 -30%
FCAG
973
First Capital Advisors Group
New Jersey
$602K +$14K +202 +2%
MWA
974
Monograph Wealth Advisors
California
$599K – – –
BIM
975
Baldwin Investment Management
Pennsylvania
$597K -$261K -3,758 -31%
37 38
39
40 41