We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1276
Castleark Management
Illinois
$864K -$45.1M -494,693 -98%
OCM
1277
One Capital Management
California
$863K – – –
WC
1278
Waterloo Capital
Texas
$862K +$40.4K +443 +5%
TPI
1279
Trust Point Inc
Wisconsin
$860K -$17.3K -190 -2%
JMFC
1280
J.M. Forbes & Co
Massachusetts
$857K -$25.5K -280 -3%
PWA
1281
Pitcairn Wealth Advisors
Pennsylvania
$854K +$844K +9,258 New
TGIA
1282
Torrey Growth & Income Advisors
California
$851K – – –
SWA
1283
Sax Wealth Advisors
New Jersey
$849K +$26K +285 +3%
RSWM
1284
Robertson Stephens Wealth Management
California
$844K -$1.46K -16 -0.2%
SC
1285
Syon Capital
California
$844K -$252K -2,762 -23%
IBOK
1286
Independence Bank of Kentucky
Kentucky
$842K -$39.9K -437 -5%
FFA
1287
Fi3 Financial Advisors
Indiana
$841K -$505K -5,534 -94%
KNW
1288
Kesler Norman & Wride
Utah
$839K +$15.8K +173 +2%
PPG
1289
Peak Planning Group
Colorado
$835K -$258K -2,834 -24%
LWP
1290
LMG Wealth Partners
Louisiana
$832K +$822K +9,013 New
KA
1291
Kearns & Associates
California
$830K – – –
WFA
1292
West Financial Advisors
Iowa
$830K – – –
KCM
1293
Kathmere Capital Management
Pennsylvania
$823K -$120K -1,313 -13%
AWM
1294
Avondale Wealth Management
Texas
$821K – – –
HAG
1295
HighPoint Advisor Group
Illinois
$820K -$115K -1,261 -12%
DKCM
1296
Davidson Kahn Capital Management
California
$819K -$32.6K -358 -4%
SOS
1297
Silver Oak Securities
Tennessee
$818K +$80.8K +886 +11%
SI
1298
Scharf Investments
California
$817K +$808K +8,859 New
JFGIW
1299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$816K -$290K -3,180 -26%
QWM
1300
Quadcap Wealth Management
Texas
$814K +$14.1K +155 +2%
50 51
52
53 54