We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1251
Connectus Wealth
Ohio
$509K -$6.52K -99 -1%
PMFA
1252
Plante Moran Financial Advisors
Michigan
$508K +$10.9K +166 +2%
ZIC
1253
ZWJ Investment Counsel
Georgia
$508K +$462K +7,021 New
BPWM
1254
Badgley Phelps Wealth Managers
Washington
$508K +$7.44K +113 +2%
BG
1255
Bahl & Gaynor
Ohio
$505K -$3.88K -59 -0.8%
CA
1256
Cornerstone Advisory
Maryland
$504K -$183K -2,786 -29%
LC
1257
LCNB Corp
Ohio
$502K +$457K +6,944 New
PO
1258
Private Ocean
California
$502K -$145K -2,206 -24%
DCM
1259
Driehaus Capital Management
Illinois
$499K -$79K -1,199 -15%
FCP
1260
Fidelis Capital Partners
Florida
$498K +$64.5K +980 +17%
QCM
1261
Qsemble Capital Management
New York
$497K +$453K +6,876 New
GFG
1262
Greystone Financial Group
Michigan
$497K +$66.7K +1,013 +17%
BFA
1263
Bragg Financial Advisors
North Carolina
$495K – – –
GA
1264
Geller Advisors
New York
$491K -$6.52K -99 -1%
GCP
1265
GSA Capital Partners
United Kingdom
$489K +$445K +6,756 New
FMLI
1266
Fukoku Mutual Life Insurance
Japan
$486K – – –
LRIA
1267
Leonard Rickey Investment Advisors
Washington
$483K +$68.5K +1,040 +18%
BTW
1268
Boston Trust Walden
Massachusetts
$481K – – –
EWP
1269
Elevation Wealth Partners
California
$481K -$77.8K -1,181 -15%
BWM
1270
Baron Wealth Management
Michigan
$480K -$790 -12 -0.2%
APWM
1271
Atlas Private Wealth Management
New York
$479K +$41.2K +626 +10%
HTC
1272
Haverford Trust Company
Pennsylvania
$476K +$97.7K +1,484 +29%
DWM
1273
Defined Wealth Management
Oregon
$475K -$263 -4 -0.1%
JAG
1274
Journey Advisory Group
Kentucky
$473K +$61.9K +940 +17%
T
1275
TOBAM
France
$473K – – –
49 50
51
52 53