We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1951
Fell Capital Management
California
$225K +$213K +2,250 New
SEP
1952
Signature Equity Partners
Ohio
$224K +$213K +2,241 New
MCB
1953
Morton Community Bank
Illinois
$223K -$33.2K -350 -14%
BTD
1954
BankPlus Trust Department
Mississippi
$223K – – –
ACA
1955
Aspire Capital Advisors
Washington
$223K +$2.37K +25 +1%
TWM
1956
Tumwater Wealth Management
Idaho
$223K – – –
TBWA
1957
Three Bridge Wealth Advisors
California
$222K -$46.9K -494 -18%
SIAG
1958
Safeguard Investment Advisory Group
California
$222K +$211K +2,223 New
PCA
1959
Prosperity Capital Advisors
Ohio
$222K -$19.4K -204 -8%
W
1960
WorthPointe
California
$222K -$5.6K -59 -3%
MWA
1961
Medallion Wealth Advisors
Connecticut
$220K +$285 +3 +0.1%
MHC
1962
Meyer Handelman Company
New York
$220K -$27.7K -292 -12%
TFIPS
1963
Towarzystwo Funduszy Inwestycyjnych PZU SA
$220K +$18K +190 +9%
RWM
1964
Riverbend Wealth Management
South Carolina
$220K +$209K +2,200 New
GFWA
1965
Grey Fox Wealth Advisors
Delaware
$219K +$854 +9 +0.4%
SWM
1966
Silverlake Wealth Management
Vermont
$219K +$208K +2,188 New
AA
1967
Acorns Advisers
California
$218K +$207K +2,180 New
RWRC
1968
R.W. Roge & Company
New York
$218K +$208K +2,188 New
LAM
1969
Longboard Asset Management
Arizona
$217K – – –
B
1970
Birchbrook
Maine
$216K – – –
HI
1971
Hendershot Investments
Virginia
$216K – – –
HIG
1972
Heritage Investment Group
Florida
$216K +$205K +2,161 New
MC
1973
Matisse Capital
Oregon
$216K -$708K -7,465 -78%
MG
1974
Marex Group
$216K +$205K +2,159 New
FCM
1975
Firestone Capital Management
Florida
$216K +$2.18K +23 +1%
77 78
79
80 81