We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1301
Boltwood Capital Management
California
$750K +$6.83K +72 +0.9%
P
1302
Pitcairn
Pennsylvania
$745K -$200K -2,106 -21%
TCWA
1303
Turtle Creek Wealth Advisors
Texas
$745K +$241K +2,536 +48%
AA
1304
Apriem Advisors
California
$744K -$51.3K -540 -6%
CNBTD
1305
Citizens National Bank Trust Department
Mississippi
$743K -$26.6K -280 -3%
AWA
1306
ARQ Wealth Advisors
Arizona
$743K +$739K +7,785 New
FWTB
1307
First Western Trust Bank
Colorado
$743K -$11K -116 -1%
CFO
1308
CVA Family Office
Colorado
$742K +$95 +1 +0%
4WM
1309
44 Wealth Management
Oregon
$738K -$315K -3,314 -30%
LWM
1310
Lyell Wealth Management
California
$736K – – –
AIM
1311
Athena Investment Management
California
$736K – – –
EAM
1312
Empirical Asset Management
Massachusetts
$735K +$2.53M +26,678 New
WWM
1313
Western Wealth Management
Colorado
$735K -$11.9K -125 -2%
MWM
1314
Mission Wealth Management
California
$731K +$94K +990 +15%
TCA
1315
Transcend Capital Advisors
New Jersey
$728K +$77.4K +815 +12%
CGL
1316
Clarius Group LLC
Washington
$728K -$301K -3,174 -29%
HI
1317
Harbour Investments
Wisconsin
$727K +$2.28K +24 +0.3%
LC
1318
LCNB Corp
Ohio
$726K – – –
OWA
1319
One Wealth Advisors
California
$723K -$1.04K -11 -0.1%
APA
1320
Astoria Portfolio Advisors
New York
$717K +$310K +3,265 +75%
OPA
1321
Old Port Advisors
Maine
$717K -$14.3K -151 -2%
SOS
1322
Silver Oak Securities
Tennessee
$716K +$323K +3,406 +83%
IWM
1323
IHT Wealth Management
Illinois
$715K +$27.1K +285 +4%
AI
1324
Accredited Investors
Minnesota
$710K +$19.5K +205 +3%
LDB
1325
Lee, Danner & Bass
Tennessee
$708K +$704K +7,419 New
51 52
53
54 55