We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1201
Pinnacle Wealth Management Advisory Group
New Jersey
$1.03M +$84.5K +927 +9%
TTIC
1202
Tower Trust & Investment Company
Iowa
$1.03M +$19.5K +214 +2%
TNB
1203
Thomasville National Bank
Georgia
$1.03M +$1.02M +11,203 New
MC
1204
Machina Capital
France
$1.03M -$1.33M -14,600 -57%
SRC
1205
Sage Rhino Capital
California
$1.03M +$37.3K +409 +4%
UCB
1206
United Community Bank
South Carolina
$1.03M +$547 +6 +0.1%
BCM
1207
Birmingham Capital Management
Alabama
$1.03M – – –
PCA
1208
Pallas Capital Advisors
Massachusetts
$1.03M -$86.7K -951 -8%
NJIM
1209
Nabity-Jensen Investment Management
Nebraska
$1.02M – – –
PTC
1210
Private Trust Company
Ohio
$1.02M -$64.2K -704 -6%
IA
1211
Integrity Alliance
Iowa
$1.02M -$5.84K -64 -0.6%
FAT
1212
First American Trust
California
$1.02M -$274 -3 -0%
FC
1213
Financial Consulate
Maryland
$1.01M -$20.7K -227 -2%
DBIA
1214
Dumont & Blake Investment Advisors
New Jersey
$1.01M -$42.1K -462 -4%
AFC
1215
Avise Financial Cooperative
California
$1.01M +$105K +1,155 +12%
OIM
1216
Oder Investment Management
California
$1.01M -$3.46K -38 -0.3%
SSW
1217
Stone Summit Wealth
Florida
$1.01M – – –
IFWM
1218
Institute for Wealth Management
Colorado
$1M -$14.5K -159 -1%
IF
1219
Ironwood Financial
Arizona
$1M – – –
SRWM
1220
Shira Ridge Wealth Management
California
$1M -$11.4K -125 -1%
TIM
1221
Thor Investment Management
Ohio
$1M +$3.46K +38 +0.4%
RIG
1222
RiverFront Investment Group
Virginia
$1M +$61.2K +671 +7%
EFG
1223
Ethos Financial Group
Pennsylvania
$1M -$1.73K -19 -0.2%
NP
1224
NorthRock Partners
Minnesota
$1M +$48.2K +529 +5%
SGF
1225
S&G Foundation
Wyoming
$1,000K – – –
47 48
49
50 51