We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
1951
Stock Yards Bank & Trust
Kentucky
$220K +$230K +2,343 New
HC
1952
Hamilton Capital
Ohio
$220K -$44.2K -451 -16%
RRA
1953
Red Reef Advisors
Florida
$220K -$1.27K -13 -0.6%
JCM
1954
Jacobsen Capital Management
Utah
$220K -$7.85K -80 -3%
CWP
1955
Curated Wealth Partners
California
$219K +$229K +2,330 New
CI
1956
CacheTech Inc
Utah
$218K +$228K +2,322 New
LWM
1957
Liberty Wealth Management
California
$218K +$17.8K +181 +8%
IP
1958
Ignite Planners
California
$218K +$4.22K +43 +2%
CPA
1959
Cardiff Park Advisors
California
$218K +$294 +3 +0.1%
TCOTS
1960
Trust Company of the South
North Carolina
$217K -$5.69K -58 -2%
SCP
1961
Sivia Capital Partners
California
$217K -$338K -3,443 -60%
JMA
1962
J.M. Arbour
Maine
$217K -$12K -122 -5%
MFA
1963
Morling Financial Advisors
California
$216K -$2.26K -23 -1%
SDWMA
1964
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K – – –
AMG
1965
Asset Management Group
Connecticut
$216K -$10.2K -104 -4%
WAS
1966
Westco Advisory Services
New York
$216K -$11.2K -114 -5%
FA
1967
Fiducient Advisors
Illinois
$216K – – –
EW
1968
Elyxium Wealth
California
$215K -$59.8K -610 -21%
TSMHT
1969
Thurston Springer Miller Herd & Titak
Indiana
$214K -$38.2K -389 -15%
TBWA
1970
Three Bridge Wealth Advisors
California
$214K +$4.9K +50 +2%
FFB
1971
First Financial Bankshares
Texas
$214K -$5.69K -58 -2%
BF
1972
Brooklyn FI
New York
$212K – – –
FCM
1973
Fell Capital Management
California
$211K – – –
FTC
1974
Farmers Trust Company
Ohio
$211K +$13.5K +138 +7%
T
1975
TrustBank
Illinois
$210K -$12K -122 -5%
77 78
79
80 81