We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1426
Aviso Financial
Ontario, Canada
$526K +$25.1K +300 +5%
SHGA
1427
Sand Hill Global Advisors
California
$524K – – –
DI
1428
Diligent Investors
California
$523K – – –
IWA
1429
Icon Wealth Advisors
Texas
$523K +$87.4K +1,044 +22%
JAG
1430
Journey Advisory Group
Kentucky
$520K – – –
OWA
1431
Octavia Wealth Advisors
Ohio
$519K -$48.7K -582 -9%
TWP
1432
Tempus Wealth Planning
California
$518K -$7.29K -87 -2%
ACM
1433
Avalon Capital Management
California
$518K -$16.2K -194 -3%
JEST
1434
JTC Employer Solutions Trustee
Jersey
$517K – – –
FCH
1435
Freestone Capital Holdings
Washington
$517K +$51.9K +620 +12%
AWM
1436
Accurate Wealth Management
Florida
$515K +$174K +2,075 +60%
WB
1437
WesBanco Bank
West Virginia
$513K -$921 -11 -0.2%
MHR
1438
Matthew Hamilton Rosenberg
$513K +$18K +215 +4%
HTC
1439
Haverford Trust Company
Pennsylvania
$511K – – –
WI
1440
WrapManager Inc
California
$509K +$468K +5,584 New
KWM
1441
Kingsview Wealth Management
Oregon
$509K +$45.6K +544 +11%
AWAU
1442
Alliance Wealth Advisors (Utah)
Utah
$504K +$18.2K +217 +4%
TFA
1443
Toth Financial Advisory
Virginia
$501K +$387K +4,625 +532%
MF
1444
Magnetar Financial
Illinois
$501K +$460K +5,491 New
BMCM
1445
Bryn Mawr Capital Management
Pennsylvania
$501K +$8.96K +107 +2%
GWS
1446
Greykasell Wealth Strategies
California
$501K +$21.1K +252 +5%
KCM
1447
KRS Capital Management
Michigan
$500K +$251 +3 +0.1%
AF
1448
Apexium Financial
Texas
$499K +$6.03K +72 +1%
PTC
1449
Petrus Trust Company
Texas
$498K +$218K +2,607 +91%
AA
1450
Addison Advisors
Vermont
$498K -$1.68K -20 -0.4%
56 57
58
59 60