We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1151
Belpointe Asset Management
Nevada
$1.22M +$298K +3,035 +31%
HA
1152
Hamel Associates
New Jersey
$1.22M +$21K +214 +2%
PPWM
1153
Paragon Private Wealth Management
Kentucky
$1.22M -$188K -1,914 -13%
AMM
1154
American Money Management
California
$1.21M -$981 -10 -0.1%
RMDI
1155
R.M. Davis Inc
Maine
$1.21M -$183K -1,862 -13%
GIP
1156
Granite Investment Partners
California
$1.2M – – –
FA
1157
Fiduciary Alliance
South Carolina
$1.2M +$567K +5,782 +93%
CAM
1158
Costello Asset Management
Pennsylvania
$1.2M +$3.73K +38 +0.3%
BOS
1159
Bank of Stockton
California
$1.2M +$38.6K +394 +3%
KIA
1160
Knollwood Investment Advisory
Maryland
$1.19M – – –
MA
1161
Mutual Advisors
Nebraska
$1.18M +$103K +1,052 +9%
PG
1162
Proffitt & Goodson
Tennessee
$1.18M +$7.55K +77 +0.6%
GA
1163
Greenhaven Associates
New York
$1.17M – – –
SP
1164
Stablepoint Partners
Massachusetts
$1.17M +$9.71K +99 +0.8%
TCM
1165
Tran Capital Management
California
$1.17M -$13.4M -136,549 -92%
VIM
1166
VELA Investment Management
Ohio
$1.17M -$181K -1,847 -13%
RSVP
1167
Ramsay Stattman Vela & Price
Colorado
$1.16M +$3.92K +40 +0.3%
NA
1168
Nautilus Advisors
California
$1.16M -$2.75K -28 -0.2%
CP
1169
Cumberland Partners
Ontario, Canada
$1.16M +$1.21M +12,332 New
BC
1170
Bridgefront Capital
Texas
$1.15M +$378K +3,854 +46%
JSW
1171
Journey Strategic Wealth
New Jersey
$1.15M +$176K +1,798 +17%
ATWA
1172
Arbor Trust Wealth Advisors
Michigan
$1.15M -$1.47K -15 -0.1%
LWAM
1173
Legacy Wealth Asset Management
Minnesota
$1.14M +$11.4K +116 +1%
PCA
1174
Pallas Capital Advisors
Massachusetts
$1.13M -$188K -1,917 -14%
MAM
1175
Mystic Asset Management
Rhode Island
$1.13M – – –
45 46
47
48 49