We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1401
Trace Wealth Advisors
California
$385K +$389K +5,200 New
PCMC
1402
Private Capital Management (Colorado)
Colorado
$385K -$353K -4,711 -48%
AWM
1403
Angeles Wealth Management
California
$384K +$389K +5,194 New
LSA
1404
Leonteq Securities AG
Switzerland
$382K -$602K -8,047 -61%
JIR
1405
James Investment Research
Ohio
$381K – – –
SIG
1406
Sky Investment Group
Connecticut
$381K – – –
HCP
1407
Hexagon Capital Partners
Arkansas
$380K -$10.4K -139 -3%
RWA
1408
River Wealth Advisors
Pennsylvania
$379K +$673 +9 +0.2%
OWP
1409
Obermeyer Wealth Partners
Colorado
$378K – – –
AA
1410
Advisory Alpha
Michigan
$378K -$37.5K -501 -9%
VCM
1411
Virtue Capital Management
Tennessee
$377K -$5.61K -75 -1%
BP
1412
BBR Partners
New York
$376K +$6.06K +81 +2%
JWCA
1413
J.W. Cole Advisors
Florida
$376K +$128K +1,706 +51%
SW
1414
Simplicity Wealth
New Jersey
$375K +$110K +1,465 +41%
TCM
1415
Twin Capital Management
Pennsylvania
$373K -$9.2K -123 -2%
BFM
1416
Boothbay Fund Management
New York
$373K -$290K -3,874 -43%
ECM
1417
Exchange Capital Management
Michigan
$372K +$24.4K +326 +7%
ICM
1418
Islay Capital Management
Texas
$371K +$17.6K +235 +5%
VCM
1419
Viewpoint Capital Management
Washington
$370K – – –
FIB
1420
First Interstate Bank
Montana
$368K -$4.27M -57,079 -92%
AA
1421
Alta Advisers
United Kingdom
$368K +$72.6K +970 +24%
GWM
1422
Gray Wealth Management
Maine
$367K -$28.1K -375 -7%
KP
1423
Keel Point
Alabama
$367K -$8.01K -107 -2%
PA
1424
PharVision Advisers
Florida
$366K +$370K +4,950 New
GWMR
1425
GC Wealth Management RIA
Massachusetts
$364K -$363K -4,847 -50%
55 56
57
58 59