We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1101
Dumont & Blake Investment Advisors
New Jersey
$894K +$4.32K +55 +0.5%
LS
1102
Livforsakringsbolaget Skandia
Sweden
$893K – – –
PWG
1103
Portside Wealth Group
Utah
$893K +$895K +11,403 New
MAM
1104
Mystic Asset Management
Rhode Island
$891K +$69.9K +891 +8%
BMCM
1105
Burns Matteson Capital Management
New York
$891K -$153K -1,951 -15%
ATWA
1106
Arbor Trust Wealth Advisors
Michigan
$889K +$113K +1,441 +15%
DKCM
1107
Davidson Kahn Capital Management
California
$888K -$19.7K -251 -2%
TNB
1108
Thomasville National Bank
Georgia
$888K -$17.8K -227 -2%
NL
1109
Navalign LLC
California
$885K -$9.42K -120 -1%
JMFC
1110
J.M. Forbes & Co
Massachusetts
$885K +$557K +7,100 +169%
IFWM
1111
Institute for Wealth Management
Colorado
$883K -$235 -3 -0%
PAM
1112
Palisade Asset Management
Minnesota
$882K -$1.21M -15,391 -58%
USCWA
1113
U.S. Capital Wealth Advisors
Texas
$865K -$21.3K -272 -2%
NJIM
1114
Nabity-Jensen Investment Management
Nebraska
$864K +$1.88K +24 +0.2%
CG
1115
Cynosure Group
Utah
$863K +$2.9K +37 +0.3%
SCM
1116
Stevens Capital Management
Pennsylvania
$862K -$64.8K -826 -7%
RSWM
1117
Robertson Stephens Wealth Management
California
$862K +$229K +2,919 +36%
BTI
1118
Blue Trust Inc
Georgia
$861K +$141K +1,795 +20%
SRWM
1119
Shira Ridge Wealth Management
California
$859K +$78 +1 +0%
AGC
1120
Aspen Grove Capital
Colorado
$858K +$295K +3,765 +52%
RA
1121
RFG Advisory
Alabama
$857K +$87.5K +1,115 +11%
SIM
1122
Stratos Investment Management
Ohio
$855K +$192K +2,444 +29%
HHRDM
1123
H&H Retirement Design & Management
Nevada
$842K – – –
TIM
1124
Thor Investment Management
Ohio
$838K +$2.9K +37 +0.3%
HKIMG
1125
Hutchens & Kramer Investment Management Group
Indiana
$835K -$36.9K -470 -4%
43 44
45
46 47