We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
976
Curated Wealth Partners
California
$383K -$28.4K -398 -7%
BFPW
977
BOK Financial Private Wealth
Colorado
$383K +$8.64K +121 +2%
EWM
978
Evermay Wealth Management
Virginia
$381K -$13.3K -186 -3%
LCM
979
Landscape Capital Management
New Jersey
$377K -$4.9M -68,581 -93%
DI
980
Diligent Investors
California
$377K – – –
MGWM
981
Marks Group Wealth Management
Minnesota
$377K +$149K +2,084 +67%
RMDI
982
R.M. Davis Inc
Maine
$376K -$4.07K -57 -1%
ST
983
Smithfield Trust
Pennsylvania
$375K – – –
BIM
984
Baldwin Investment Management
Pennsylvania
$374K +$9.64K +135 +3%
FCA
985
FinTrust Capital Advisors
South Carolina
$373K +$43.4K +608 +13%
RSWM
986
Robertson Stephens Wealth Management
California
$366K -$241K -3,368 -40%
DAS
987
Dynamic Advisor Solutions
Arizona
$364K -$51.8K -726 -13%
AWM
988
Aberdeen Wealth Management
Illinois
$363K -$7.14K -100 -2%
OWP
989
Obermeyer Wealth Partners
Colorado
$362K – – –
YWP
990
YorkBridge Wealth Partners
New York
$360K -$35.4K -495 -9%
PPWM
991
PFG Private Wealth Management
Florida
$359K +$7.93K +111 +2%
MHR
992
Matthew Hamilton Rosenberg
$357K +$12.4K +173 +4%
FWCM
993
Ferguson Wellman Capital Management
Oregon
$356K – – –
LSA
994
Leonteq Securities AG
Switzerland
$355K +$265K +3,714 +321%
SOW
995
State of Wyoming
Wyoming
$354K -$22.5K -315 -6%
SIM
996
Sonora Investment Management
Arizona
$354K +$105K +1,476 +44%
APWM
997
Atlas Private Wealth Management
New York
$353K +$36.1K +506 +12%
HF
998
HRT Financial
New York
$353K +$347K +4,852 New
MAM
999
Marquette Asset Management
Minnesota
$352K – – –
LNC
1000
Lincoln National Corp
Pennsylvania
$352K +$40.1K +561 +13%
38 39
40
41 42