We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1401
Islay Capital Management
Texas
$336K +$306K +4,651 New
MPWT
1402
MassMutual Private Wealth & Trust
Connecticut
$334K +$47.2K +716 +18%
FWCM
1403
Ferguson Wellman Capital Management
Oregon
$334K – – –
BFG
1404
Berger Financial Group
Minnesota
$334K -$20K -303 -6%
MAM
1405
Milestone Asset Management
Pennsylvania
$333K +$304K +4,609 New
SVWAG
1406
Sound View Wealth Advisors Group
Georgia
$333K -$9.55K -145 -3%
CFG
1407
CKW Financial Group
Hawaii
$333K – – –
GF
1408
Gries Financial
Ohio
$332K +$302K +4,586 New
SIG
1409
Sky Investment Group
Connecticut
$332K +$81.7K +1,240 +37%
MMC
1410
Mizuho Markets Cayman
Cayman Islands
$331K – – –
EL
1411
Essex LLC
Illinois
$331K – – –
DP
1412
Denver PWM
Colorado
$330K -$23.3K -354 -7%
RWA
1413
River Wealth Advisors
Pennsylvania
$330K -$77.2K -1,172 -20%
APA
1414
Astoria Portfolio Advisors
New York
$329K +$1.51K +23 +0.5%
KA
1415
KLCM Advisors
Wisconsin
$328K +$87.8K +1,333 +42%
AC
1416
Allstate Corporation
Illinois
$327K +$14.1K +214 +5%
S
1417
SimplyRich
California
$327K – – –
PCA
1418
Pallas Capital Advisors
Massachusetts
$326K -$164K -2,486 -36%
BWP
1419
BSW Wealth Partners
Colorado
$326K -$13.4K -204 -4%
TAM
1420
Trillium Asset Management
Massachusetts
$326K -$39.5K -600 -12%
DWA
1421
Delap Wealth Advisory
Oregon
$325K +$296K +4,498 New
PCP
1422
Proficio Capital Partners
Massachusetts
$325K +$17.6K +268 +6%
ACA
1423
Affinity Capital Advisors
California
$325K -$153K -2,320 -34%
EFG
1424
Ethos Financial Group
Pennsylvania
$325K -$33.1K -502 -10%
WJWM
1425
Williams Jones Wealth Management
New York
$324K -$126K -1,920 -30%
55 56
57
58 59