We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1051
GTS Securities
Florida
$895K -$1.22M -16,308 -57%
BWP
1052
Burling Wealth Partners
Illinois
$894K +$904K +12,080 New
FC
1053
Fusion Capital
South Carolina
$894K +$2.77K +37 +0.3%
LAM
1054
Lummis Asset Management
Texas
$886K – – –
OIM
1055
Oder Investment Management
California
$886K -$2.77K -37 -0.3%
AWA
1056
Arkadios Wealth Advisors
Georgia
$878K +$82.2K +1,099 +10%
SCM
1057
Stevens Capital Management
Pennsylvania
$877K +$886K +11,844 New
LIM
1058
Leavell Investment Management
Alabama
$875K -$15.2K -203 -2%
SWM
1059
SeaCrest Wealth Management
New York
$870K -$134K -1,788 -13%
NP
1060
Nilsine Partners
Colorado
$863K -$236K -3,154 -21%
BW
1061
Blalock Williams
Alabama
$863K +$873K +11,664 New
LWM
1062
Lodestone Wealth Management
Washington
$862K +$2.69K +36 +0.3%
LC
1063
Lindbrook Capital
California
$862K +$50.5K +675 +6%
DKCM
1064
Davidson Kahn Capital Management
California
$859K +$868K +11,601 New
TNB
1065
Thomasville National Bank
Georgia
$857K +$5.01K +67 +0.6%
WCM
1066
Whitener Capital Management
North Carolina
$853K +$50.9K +680 +6%
RBWA
1067
RFG - Bristol Wealth Advisors
Massachusetts
$852K +$861K +11,513 New
IWC
1068
Integrated Wealth Concepts
Massachusetts
$852K -$28.5K -381 -3%
CTC
1069
Central Trust Company
Missouri
$852K +$74.2K +991 +9%
CA
1070
Cullinan Associates
Kentucky
$851K -$135K -1,800 -14%
NWM
1071
Northcape Wealth Management
New York
$851K – – –
MCCP
1072
Mission Creek Capital Partners
California
$847K -$73.6K -984 -8%
NL
1073
Navalign LLC
California
$846K -$28K -374 -3%
WF
1074
WoodTrust Financial
Wisconsin
$845K -$379K -5,060 -31%
LS
1075
Livforsakringsbolaget Skandia
Sweden
$844K -$37.4K -500 -4%
41 42
43
44 45