We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1376
Lazari Capital Management
California
$288K +$266K +5,084 New
BWM
1377
BlackDiamond Wealth Management
New York
$288K +$231K +4,402 New
IFG
1378
Independent Financial Group
California
$287K +$265K +5,061 New
CCM
1379
Chilton Capital Management
Texas
$287K – – –
BWP
1380
BSW Wealth Partners
Colorado
$286K +$10.2K +195 +4%
MFS
1381
Mirabella Financial Services
United Kingdom
$285K +$264K +5,037 New
HTC
1382
Haverford Trust Company
Pennsylvania
$285K -$45.3K -864 -15%
GL
1383
Graypoint LLC
New York
$285K +$263K +5,022 New
VCM
1384
Viewpoint Capital Management
Washington
$283K +$262K +5,000 New
CIA
1385
Capital Investment Advisors
Georgia
$282K -$31.9K -609 -11%
DP
1386
Denver PWM
Colorado
$282K +$2.1K +40 +0.8%
UBG
1387
United Bank (Georgia)
Georgia
$281K +$260K +4,963 New
BOSSRA
1388
B.O.S.S. Retirement Advisors
Utah
$281K +$259K +4,952 New
JIC
1389
Joel Isaacson & Co
New York
$280K -$37.9K -723 -13%
TF
1390
Tompkins Financial
New York
$280K – – –
BFG
1391
Berger Financial Group
Minnesota
$279K +$21.7K +415 +9%
BWG
1392
Beta Wealth Group
California
$278K +$31.4K +600 +14%
NSB
1393
Norway Savings Bank
Maine
$277K -$3.93K -75 -2%
FWCM
1394
Ferguson Wellman Capital Management
Oregon
$277K -$18.6K -356 -7%
GG
1395
Golden Green
South Carolina
$276K -$3.67K -70 -1%
FFL
1396
Future Fund LLC
Illinois
$276K +$255K +4,863 New
AC
1397
Allstate Corporation
Illinois
$275K -$9.11K -174 -3%
RDWM
1398
Red Door Wealth Management
Tennessee
$275K +$254K +4,848 New
CWP
1399
Curated Wealth Partners
California
$275K -$6.55K -125 -3%
FFBTD
1400
First Financial Bank - Trust Division
Ohio
$275K -$5.4M -103,145 -96%
54 55
56
57 58