We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1076
Dumont & Blake Investment Advisors
New Jersey
$819K +$16.8K +255 +2%
ZIMP
1077
Zimmermann Investment Management & Planning
Pennsylvania
$811K +$5.86K +89 +0.8%
PIA
1078
Powell Investment Advisors
Florida
$807K -$38.8K -589 -5%
NL
1079
Navalign LLC
California
$806K +$31.8K +483 +5%
P
1080
Pitcairn
Pennsylvania
$801K +$66.8K +1,015 +10%
BTWM
1081
Baker Tilly Wealth Management
Wisconsin
$800K +$18.2K +277 +3%
IIA
1082
Integral Investment Advisors
California
$799K +$442K +6,709 +155%
CG
1083
Cynosure Group
Utah
$797K -$24.9K -378 -3%
HAI
1084
Hennessy Advisors Inc
California
$796K -$198K -3,000 -21%
BCM
1085
Brookstone Capital Management
Illinois
$791K +$156K +2,372 +28%
SP
1086
Stablepoint Partners
Massachusetts
$788K -$52.9K -803 -7%
SRWM
1087
Shira Ridge Wealth Management
California
$786K +$1.71K +26 +0.2%
TWA
1088
TCI Wealth Advisors
Arizona
$780K -$275K -4,181 -28%
UCB
1089
United Community Bank
South Carolina
$779K -$159K -2,410 -18%
EWA
1090
Exencial Wealth Advisors
Oklahoma
$770K -$11.1M -169,263 -94%
SPC
1091
Sigma Planning Corp
Michigan
$768K +$699K +10,616 New
IIM
1092
Intact Investment Management
Quebec, Canada
$767K -$92.2K -1,400 -12%
RWA
1093
Redmont Wealth Advisors
Illinois
$766K +$36.4K +552 +5%
LWAM
1094
Legacy Wealth Asset Management
Minnesota
$766K +$2.96K +45 +0.4%
AFG
1095
Atomi Financial Group
New York
$766K +$77.1K +1,171 +12%
JWM
1096
Jupiter Wealth Management
Colorado
$764K – – –
TIM
1097
Thor Investment Management
Ohio
$764K +$2.63K +40 +0.4%
A
1098
Allianz
Germany
$762K +$693K +10,527 New
RI
1099
Ridgewood Investments
New Jersey
$760K +$13.8K +210 +2%
SS
1100
Sunbelt Securities
Texas
$756K -$4.81K -73 -0.7%
42 43
44
45 46