We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1226
Hilltop Holdings
Texas
$416K -$729K -12,059 -61%
AIA
1227
Angeles Investment Advisors
California
$415K -$4.05K -67 -0.9%
KWA
1228
KCS Wealth Advisory
California
$413K -$7.67K -127 -2%
FT
1229
Fiduciary Trust
Massachusetts
$413K +$50.2K +830 +12%
RIM
1230
RW Investment Management
Idaho
$413K -$3.02K -50 -0.7%
CAG
1231
Csenge Advisory Group
Florida
$412K -$111K -1,830 -20%
SPI
1232
Sutton Place Investors
New York
$412K +$907 +15 +0.2%
PP
1233
PDS Planning
Ohio
$411K +$15.8K +262 +4%
BIC
1234
Beach Investment Counsel
Pennsylvania
$411K – – –
MSFS
1235
Main Street Financial Solutions
Pennsylvania
$411K +$60.7K +1,005 +16%
HHRDM
1236
H&H Retirement Design & Management
Nevada
$411K – – –
BG
1237
Bahl & Gaynor
Ohio
$410K -$18.2K -301 -4%
VAG
1238
VisionPoint Advisory Group
Texas
$409K +$64.5K +1,067 +17%
CAM
1239
Cozad Asset Management
Illinois
$409K -$50.4K -834 -10%
CC
1240
Cannell & Co
New York
$408K – – –
CWM
1241
Circle Wealth Management
New Jersey
$408K +$5.26K +87 +1%
RSVP
1242
Ramsay Stattman Vela & Price
Colorado
$406K -$1.55M -25,598 -78%
KA
1243
Keene & Associates
Texas
$405K +$32.3K +535 +8%
MG
1244
Mather Group
Illinois
$404K +$177K +2,936 +66%
T
1245
TOBAM
France
$404K -$35.5K -588 -7%
FMLI
1246
Fukoku Mutual Life Insurance
Japan
$403K – – –
CCM
1247
Carlson Capital Management
Minnesota
$402K -$2.18K -36 -0.5%
CWS
1248
Cypress Wealth Services
California
$399K +$1.57K +26 +0.4%
CWP
1249
Curated Wealth Partners
California
$398K +$146K +2,408 +50%
IFA
1250
Index Fund Advisors
California
$397K -$3.02K -50 -0.7%
48 49
50
51 52