We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Meridian Wealth Management
1351
Meridian Wealth Management
Kentucky
$485K +$10.7K +136 +2%
Mather Group
1352
Mather Group
Illinois
$484K +$20.9K +266 +4%
SFS
1353
Strategic Financial Services
New York
$484K – – –
TCM
1354
Telos Capital Management
California
$483K -$125K -1,598 -21%
MAM
1355
Milestone Asset Management
Pennsylvania
$482K +$4.63K +59 +1%
WQ
1356
Wealth Quarterback
New Jersey
$478K +$2.75K +35 +0.6%
MassMutual Private Wealth & Trust
1357
MassMutual Private Wealth & Trust
Connecticut
$476K +$51.2K +652 +12%
SouthState Corp
1358
SouthState Corp
Florida
$475K +$461K +5,880 +3,079%
AFT
1359
Alpha Family Trust
California
$475K – – –
Ferguson Wellman Capital Management
1360
Ferguson Wellman Capital Management
Oregon
$474K +$247K +3,143 +108%
Connor, Clark & Lunn Investment Management (CC&L)
1361
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$474K -$579K -7,372 -55%
HBT
1362
Heartland Bank & Trust
Illinois
$473K -$162K -2,060 -25%
BOM
1363
Bank of Marin
California
$472K +$34.4K +438 +8%
MSRI
1364
Michael S. Ryan Inc
New York
$470K – – –
PWPS
1365
Pinnacle Wealth Planning Services
Ohio
$468K +$14.7K +187 +3%
WF
1366
Whelan Financial
California
$462K +$464K +5,906 New
SHFA
1367
SS&H Financial Advisors
Michigan
$462K – – –
KFP
1368
KMG Fiduciary Partners
Ohio
$462K -$23.5K -299 -5%
ACM
1369
Avalon Capital Management
California
$460K -$13.7K -175 -3%
MWA
1370
Monograph Wealth Advisors
California
$455K -$19.7K -251 -4%
TPI
1371
Trust Point Inc
Wisconsin
$455K -$134K -1,706 -23%
WAS
1372
WESPAC Advisors SoCal
California
$454K – – –
SM
1373
Sweeney & Michel
California
$454K +$510K +6,496 New
Klingman & Associates
1374
Klingman & Associates
New York
$453K +$134K +1,704 +42%
PWP
1375
Principle Wealth Partners
Connecticut
$452K – – –