SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
951
Seelaus Asset Management
New Jersey
$878K +$154K +1,985 +23%
RWM
952
Ritholtz Wealth Management
New York
$877K -$850K -10,956 -51%
MIM
953
Moseley Investment Management
Florida
$873K -$7.68K -99 -0.9%
KJWM
954
Kiley Juergens Wealth Management
Washington
$869K +$310 +4 +0%
BTWM
955
Baker Tilly Wealth Management
Wisconsin
$867K -$36K -464 -4%
BAM
956
Belpointe Asset Management
Nevada
$861K -$444K -5,717 -36%
CA
957
Clearstead Advisors
Ohio
$860K +$47K +606 +6%
CIA
958
Choate Investment Advisors
Massachusetts
$858K +$523K +6,741 +189%
RP
959
Riverwater Partners
Wisconsin
$854K – – –
WPW
960
Waldron Private Wealth
Pennsylvania
$845K – – –
LCM
961
Logan Capital Management
Pennsylvania
$841K – – –
AAS
962
Avantax Advisory Services
Texas
$837K -$35.9K -462 -4%
NO
963
Ninety One
South Africa
$834K +$178K +2,298 +30%
ZIMP
964
Zimmermann Investment Management & Planning
Pennsylvania
$833K +$401K +5,162 +107%
AIM
965
Aspen Investment Management
Michigan
$833K -$13.8K -178 -2%
SP
966
Symmetry Partners
Connecticut
$830K – – –
SLF
967
Sun Life Financial
Ontario, Canada
$824K -$52.7K -679 -6%
ZCA
968
Zeke Capital Advisors
Pennsylvania
$818K +$174K +2,236 +29%
P
969
Pitcairn
Pennsylvania
$818K +$8.3K +107 +1%
BL
970
Balentine LLC
Georgia
$812K +$30.7K +396 +4%
HH
971
HWG Holdings
Texas
$812K +$755K +9,733 +60,831%
MCI
972
MRP Capital Investments
Georgia
$808K +$754K +9,710 New
GLR
973
Great Lakes Retirement
Ohio
$806K +$751K +9,681 New
CA
974
Claro Advisors
Massachusetts
$804K +$162K +2,090 +28%
TH
975
TCTC Holdings
Texas
$797K -$113K -1,450 -13%
37 38
39
40 41