We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1176
Diametric Capital
Massachusetts
$1.12M +$1.11M +12,134 New
LIM
1177
Longfellow Investment Management
Massachusetts
$1.12M +$4.92K +54 +0.4%
KWM
1178
Keebeck Wealth Management
Illinois
$1.11M +$139K +1,528 +15%
XWL
1179
XXI Wealth LLC
Illinois
$1.11M +$1.55K +17 +0.1%
TWPM
1180
Total Wealth Planning & Management
Florida
$1.1M +$90.7K +995 +9%
7WCP
1181
71 West Capital Partners
Massachusetts
$1.1M +$250K +2,742 +30%
CA
1182
Cullinan Associates
Kentucky
$1.1M – – –
MAM
1183
Mystic Asset Management
Rhode Island
$1.1M -$15.9K -174 -1%
SAM
1184
Summit Asset Management
Tennessee
$1.1M – – –
LWM
1185
Lodestone Wealth Management
Washington
$1.1M +$3.74K +41 +0.3%
HCM
1186
Howard Capital Management
Georgia
$1.09M +$565K +6,192 +110%
ATWA
1187
Arbor Trust Wealth Advisors
Michigan
$1.09M -$41K -450 -4%
DLCIG
1188
D.L. Carlson Investment Group
New Hampshire
$1.08M -$1.9M -20,813 -64%
PCM
1189
Polymer Capital Management
New York
$1.07M +$306K +3,360 +41%
ZBNA
1190
Zions Bancorporation, National Association
Utah
$1.07M +$293K +3,208 +38%
PGA
1191
Portland Global Advisors
Maine
$1.06M +$1.05M +11,534 New
AWM
1192
Axxcess Wealth Management
California
$1.06M +$1.05M +11,497 New
VC
1193
Vicus Capital
Pennsylvania
$1.06M -$3.74K -41 -0.4%
HI
1194
HBK Investments
Texas
$1.06M +$148K +1,627 +17%
CA
1195
Capital Advantage
California
$1.06M -$19.1K -209 -2%
HCM
1196
Hodges Capital Management
Texas
$1.06M -$2.28K -25 -0.2%
SCM
1197
Shelton Capital Management
Colorado
$1.05M -$8.54M -93,683 -89%
AWM
1198
Aprio Wealth Management
Georgia
$1.04M +$21.2K +233 +2%
IWA
1199
Icon Wealth Advisors
Texas
$1.04M -$397K -4,350 -28%
PAM
1200
Palisade Asset Management
Minnesota
$1.04M – – –
46 47
48
49 50