We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1376
Ridgecrest Wealth Partners
California
$452K – – –
TWP
1377
Tempus Wealth Planning
California
$451K -$7.22K -92 -2%
Fiduciary Trust
1378
Fiduciary Trust
Massachusetts
$450K +$20.9K +266 +5%
SHGA
1379
Sand Hill Global Advisors
California
$450K – – –
VAMG
1380
Voisard Asset Management Group
Michigan
$450K +$314 +4 +0.1%
DI
1381
Diligent Investors
California
$449K – – –
Belpointe Asset Management
1382
Belpointe Asset Management
Nevada
$448K -$442K -5,633 -50%
MWA
1383
Moser Wealth Advisors
Washington
$447K -$19.6K -250 -4%
JAG
1384
Journey Advisory Group
Kentucky
$446K -$35.3K -450 -7%
JEST
1385
JTC Employer Solutions Trustee
Jersey
$444K +$261K +3,320 +141%
WesBanco Bank
1386
WesBanco Bank
West Virginia
$441K -$57.5K -733 -12%
RZH
1387
Relyea Zuckerberg Hanson
Connecticut
$441K +$17.4K +222 +4%
Haverford Trust Company
1388
Haverford Trust Company
Pennsylvania
$438K -$78 -1 -0%
Ameritas Advisory Services
1389
Ameritas Advisory Services
Nebraska
$436K +$1.8K +23 +0.4%
First National Bank of Omaha
1390
First National Bank of Omaha
Nebraska
$434K -$270K -3,440 -38%
PPW
1391
Parcion Private Wealth
Washington
$434K +$435K +5,548 New
PTC
1392
Private Trust Company
Ohio
$433K +$13.2K +168 +3%
AC
1393
ASB Consultores
Florida
$432K -$90.7K -1,155 -17%
LGT Fund Management
1394
LGT Fund Management
Liechtenstein
$431K – – –
NCFG
1395
New Century Financial Group
New Jersey
$430K -$842K -10,734 -66%
CAWM
1396
Capital A Wealth Management
Pennsylvania
$429K – – –
CIEC
1397
Crédit Industriel et Commercial
France
$429K +$430K +5,478 New
KCM
1398
KRS Capital Management
Michigan
$429K +$235 +3 +0.1%
AA
1399
Addison Advisors
Vermont
$429K +$1.18K +15 +0.3%
Aviso Financial
1400
Aviso Financial
Ontario, Canada
$428K +$98.7K +1,258 +30%