We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
1076
Cullen/Frost Bankers
Texas
$1.37M +$140K +1,533 +12%
MBT
1077
Montecito Bank & Trust
California
$1.36M – – –
KLWA
1078
Kelly Lawrence W & Associates
California
$1.36M – – –
BAM
1079
Belpointe Asset Management
Nevada
$1.36M +$162K +1,775 +14%
SWP
1080
Sagespring Wealth Partners
Tennessee
$1.36M -$341K -3,742 -20%
CP
1081
Canopy Partners
Ohio
$1.35M -$73.8K -809 -5%
JFA
1082
JNBA Financial Advisors
Minnesota
$1.35M +$4.74K +52 +0.4%
CCA
1083
Checchi Capital Advisers
California
$1.35M +$35.2K +386 +3%
PAM
1084
Peak Asset Management
Colorado
$1.34M +$1.33M +14,563 New
SSWM
1085
Sheets Smith Wealth Management
North Carolina
$1.34M – – –
BRWA
1086
B. Riley Wealth Advisors
Florida
$1.34M -$101K -1,104 -7%
WKWM
1087
Walter & Keenan Wealth Management
Indiana
$1.34M -$2.01K -22 -0.2%
FFG
1088
Frisch Financial Group
New York
$1.33M -$5.84K -64 -0.4%
UCI
1089
Uncommon Cents Investing
Wisconsin
$1.33M – – –
SWA
1090
Stratos Wealth Advisors
Ohio
$1.33M -$266K -2,921 -17%
PPWM
1091
Paragon Private Wealth Management
Kentucky
$1.32M +$130K +1,427 +11%
GIA
1092
Gladstone Institutional Advisory
Florida
$1.32M +$37.8K +414 +3%
SDIC
1093
South Dakota Investment Council
South Dakota
$1.31M +$36.5K +400 +3%
QIM
1094
Quantitative Investment Management
Virginia
$1.31M +$1.3M +14,257 New
FIM
1095
Fruth Investment Management
Texas
$1.31M – – –
MA
1096
Mutual Advisors
Nebraska
$1.3M +$144K +1,578 +13%
PMSA
1097
Patrick M. Sweeney & Associates
Illinois
$1.3M +$51.2K +561 +4%
CTC
1098
Central Trust Company
Missouri
$1.3M -$199K -2,178 -13%
AFP
1099
Ausdal Financial Partners
Iowa
$1.3M +$19.2K +211 +2%
AA
1100
ALPS Advisors
Colorado
$1.3M +$1.28M +14,049 New
42 43
44
45 46