We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1051
Patrick M. Sweeney & Associates
Illinois
$916K +$68.3K +925 +8%
DLHL
1052
Donald L. Hagan LLC
Florida
$909K -$645K -8,738 -41%
GC
1053
Guidance Capital
Kentucky
$905K +$63.5K +859 +7%
SG
1054
StoneX Group
New York
$904K +$180K +2,434 +25%
P
1055
Pitcairn
Pennsylvania
$900K +$84.8K +1,148 +10%
PPG
1056
Peak Planning Group
Colorado
$899K -$2.73K -37 -0.3%
FCFC
1057
First Commonwealth Financial Corp
Pennsylvania
$898K +$9.75K +132 +1%
OIM
1058
Oder Investment Management
California
$896K -$166K -2,245 -16%
MC
1059
Matisse Capital
Oregon
$895K -$29.5K -400 -3%
LA
1060
LexAurum Advisors
Kansas
$895K +$140K +1,891 +18%
LC
1061
Lindbrook Capital
California
$891K -$198K -2,685 -18%
LGF
1062
LGT Group Foundation
Liechtenstein
$890K -$21.1K -286 -2%
CNBTD
1063
Citizens National Bank Trust Department
Mississippi
$889K -$12.9K -175 -1%
LAM
1064
Lummis Asset Management
Texas
$888K +$8.57K +116 +1%
HAI
1065
Hennessy Advisors Inc
California
$884K +$73.9K +1,000 +9%
PCS
1066
Personal CFO Solutions
New Jersey
$877K -$27.2K -368 -3%
AWM
1067
Axxcess Wealth Management
California
$863K +$1.7K +23 +0.2%
DWM
1068
Dynasty Wealth Management
Florida
$859K -$3.55K -48 -0.4%
IAIM
1069
International Assets Investment Management
Florida
$856K -$38.3K -519 -4%
LWM
1070
Lodestone Wealth Management
Washington
$854K +$2.96K +40 +0.3%
NCM
1071
Novare Capital Management
North Carolina
$850K -$18.3K -248 -2%
NL
1072
Navalign LLC
California
$849K +$28.1K +381 +3%
NWM
1073
Northcape Wealth Management
New York
$847K – – –
NA
1074
Navellier & Associates
Nevada
$837K -$14.8K -200 -2%
TPCW
1075
TD Private Client Wealth
New York
$835K -$47.2K -639 -5%
41 42
43
44 45