We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1451
Lazari Capital Management
California
$633K +$1.99K +21 +0.3%
BWA
1452
Basecamp Wealth Advisors
Washington
$632K +$600K +6,327 New
BOM
1453
Bank of Marin
California
$632K -$36.6K -386 -6%
7WCP
1454
71 West Capital Partners
Massachusetts
$632K +$600K +6,322 New
KFA
1455
Kelleher Financial Advisors
New York
$631K +$94.9K +1,000 +19%
FLI
1456
Family Legacy Inc
South Carolina
$629K – – –
PE
1457
PCM Encore
Colorado
$629K +$598K +6,299 New
DWA
1458
Douglass Winthrop Advisors
New York
$629K +$68.3K +720 +13%
PWM
1459
Palacios Wealth Management
Florida
$628K -$41.6K -438 -7%
SIG
1460
Sky Investment Group
Connecticut
$628K +$115K +1,215 +24%
PWP
1461
Principle Wealth Partners
Connecticut
$626K +$26.8K +282 +5%
AWA
1462
ARQ Wealth Advisors
Arizona
$625K -$145K -1,525 -20%
DAC
1463
Dutch Asset Corp
New York
$624K +$593K +6,250 New
LNB
1464
Ledyard National Bank
$622K +$77K +812 +15%
CWM
1465
Centurion Wealth Management
Virginia
$622K -$22.9K -241 -4%
FA
1466
Fiduciary Alliance
South Carolina
$620K +$7.12K +75 +1%
DWM
1467
Ducere Wealth Management
California
$618K +$587K +6,190 New
KNW
1468
Kesler Norman & Wride
Utah
$617K +$586K +6,179 New
PCM
1469
Pointe Capital Management
Michigan
$616K -$67.9K -716 -10%
TCA
1470
Transcend Capital Advisors
New Jersey
$616K -$139K -1,466 -19%
RWB
1471
RMR Wealth Builders
New Jersey
$610K -$1.14K -12 -0.2%
HHAA
1472
Henry H. Armstrong Associates
Pennsylvania
$609K – – –
QPWM
1473
Quadrant Private Wealth Management
Pennsylvania
$608K +$72.6K +765 +14%
SI
1474
Severin Investments
Missouri
$608K +$41.3K +435 +8%
LAM
1475
LECAP Asset Management
United Kingdom
$607K -$2.3M -24,200 -80%
57 58
59
60 61