We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1201
Capital Investment Advisors
Georgia
$371K +$16.9K +218 +5%
TNBTD
1202
Trustmark National Bank Trust Department
Mississippi
$370K +$40.7K +525 +13%
RWA
1203
River Wealth Advisors
Pennsylvania
$367K -$3.1K -40 -0.9%
TFS
1204
TrustCore Financial Services
Tennessee
$366K +$10.4K +134 +3%
T
1205
TOBAM
France
$363K +$162K +2,090 +92%
AA
1206
ALPS Advisors
Colorado
$360K -$1.86K -24 -0.6%
YWP
1207
YorkBridge Wealth Partners
New York
$360K -$23.3K -300 -6%
WFI
1208
West Family Investments
California
$359K +$1.86K +24 +0.6%
APA
1209
Astoria Portfolio Advisors
New York
$358K +$39.3K +506 +12%
APWM
1210
Atlas Private Wealth Management
New York
$357K +$35.9K +462 +12%
IFWM
1211
Institute for Wealth Management
Colorado
$357K -$3.65K -47 -1%
DWM
1212
Defined Wealth Management
Oregon
$355K – – –
WJA
1213
Willis Johnson & Associates
Texas
$354K +$16.1K +207 +5%
ACIM
1214
Azimuth Capital Investment Management
Michigan
$354K -$11.6K -150 -3%
BJL
1215
Brighton Jones LLC
Washington
$353K +$35.1K +452 +12%
VWA
1216
V Wealth Advisors
Kansas
$352K +$328K +4,222 New
SWA
1217
Sutton Wealth Advisors
Florida
$351K – – –
KA
1218
Keene & Associates
Texas
$349K -$26.7K -344 -8%
TRIA
1219
Trail Ridge Investment Advisors
Colorado
$348K – – –
GLA
1220
Good Life Advisors
Pennsylvania
$348K -$698 -9 -0.2%
JDR
1221
Jay D. Rosenbaum
$346K – – –
AWA
1222
Arete Wealth Advisors
Illinois
$345K -$108K -1,395 -25%
KA
1223
Klingman & Associates
New York
$344K +$22.9K +295 +8%
II
1224
Inspire Investing
Idaho
$342K +$4.66K +60 +1%
VST
1225
Van Strum & Towne
California
$341K – – –
47 48
49
50 51