We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1726
Marion Wealth Management
Pennsylvania
$336K -$9.41K -96 -3%
HFM
1727
Harvest Fund Management
China
$336K -$813K -8,292 -70%
RIP
1728
RAM Investment Partners
Washington
$335K +$39.3K +401 +13%
DFA
1729
Delta Financial Advisors
Louisiana
$334K +$24.5K +250 +8%
SF
1730
Sun Financial
Utah
$333K -$6.18K -63 -2%
AA
1731
Armis Advisers
Georgia
$332K -$42.1K -429 -11%
SAM
1732
Sagewood Asset Management
New York
$332K +$3.53K +36 +1%
BAM
1733
Brave Asset Management
New Jersey
$329K – – –
WSCM
1734
Wellington Shields Capital Management
New York
$329K +$294 +3 +0.1%
PF
1735
Prosperitas Financial
California
$329K +$1.08K +11 +0.3%
Edgewood Management
1736
Edgewood Management
Connecticut
$329K – – –
WCM
1737
Wisconsin Capital Management
Wisconsin
$329K – – –
CA
1738
Calton & Associates
Florida
$329K +$24.1K +246 +8%
DCM
1739
Delaney Capital Management
$328K – – –
PCG
1740
Prosperity Consulting Group
Maryland
$328K -$27.5K -280 -7%
LCM
1741
LCM Capital Management
Illinois
$328K – – –
CIC
1742
Chilton Investment Company
Connecticut
$328K -$13.7K -140 -4%
PWS
1743
Proactive Wealth Strategies
Georgia
$327K +$341K +3,478 New
RDWM
1744
Red Door Wealth Management
Tennessee
$326K +$4.9K +50 +1%
MA
1745
MONECO Advisors
Connecticut
$325K +$34.2K +349 +11%
GGI
1746
Godsey & Gibb Inc
Virginia
$325K – – –
VAMG
1747
Voisard Asset Management Group
Michigan
$324K -$236K -2,403 -41%
TWM
1748
Thrive Wealth Management
Pennsylvania
$322K +$60.9K +621 +22%
BWM
1749
BlackDiamond Wealth Management
New York
$322K -$98 -1 -0%
TA
1750
TrueWealth Advisors
Alabama
$321K +$11K +112 +3%