We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMT
1601
CMT Capital Markets Trading
Germany
$338K +$310K +3,700 New
CPA
1602
Court Place Advisors
Maryland
$338K -$8.37K -100 -3%
PIA
1603
Perennial Investment Advisors
California
$337K +$35.4K +423 +13%
PSP
1604
Principal Street Partners
Tennessee
$337K +$309K +3,692 New
QFA
1605
Quantum Financial Advisors
California
$336K – – –
FCMT
1606
Founders Capital Management (Texas)
Texas
$336K – – –
CK
1607
Cohen Klingenstein
New York
$334K – – –
WF
1608
Wayfinding Financial
Washington
$333K +$5.11K +61 +2%
APG
1609
Abacus Planning Group
South Carolina
$333K +$32.7K +391 +12%
AIM
1610
Advyzon Investment Management
Illinois
$331K -$4.19K -50 -1%
AC
1611
Allstate Corporation
Illinois
$330K -$5.02M -60,001 -94%
BIG
1612
Brookwood Investment Group
Arizona
$329K -$432K -5,165 -59%
RPCONE
1613
Retirement Planning Company of New England
Rhode Island
$329K -$39.8K -475 -12%
PCMN
1614
Paradigm Capital Management (Nevada)
Nevada
$328K -$15.1K -180 -5%
WSCM
1615
Wellington Shields Capital Management
New York
$328K +$251 +3 +0.1%
MSWA
1616
Marshall & Sterling Wealth Advisors
New York
$324K +$11.8K +141 +4%
TNBTD
1617
Trustmark National Bank Trust Department
Mississippi
$324K -$151K -1,798 -34%
BWS
1618
Broadway Wealth Solutions
Texas
$323K -$26.3K -314 -8%
PF
1619
Prosperitas Financial
California
$322K +$754 +9 +0.3%
RIP
1620
RAM Investment Partners
Washington
$322K +$14.5K +173 +5%
FIB
1621
First Interstate Bank
Montana
$322K +$33.5K +400 +13%
TF
1622
Tompkins Financial
New York
$322K -$4.86K -58 -2%
NSB
1623
Norway Savings Bank
Maine
$322K -$15.5K -185 -5%
PCS
1624
Private Client Services
Kentucky
$322K -$6.03K -72 -2%
HTIM
1625
Harbour Trust & Investment Management
Indiana
$321K -$4.19K -50 -1%
63 64
65
66 67