We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
2026
Riverview Trust Company
Washington
$143K – – –
CSB
2027
City State Bank
Iowa
$142K – – –
BC
2028
Barrett & Company
Rhode Island
$142K – – –
MCM
2029
MV Capital Management
Maryland
$141K +$294 +3 +0.2%
YP
2030
YANKCOM Partnership
South Dakota
$137K -$12K -122 -8%
WG
2031
Wellington Group
Indiana
$134K +$119K +1,218 +600%
VEA
2032
Virtus ETF Advisers
New York
$129K -$32.4K -330 -19%
ZI
2033
ZEGA Investments
Florida
$128K +$133K +1,361 New
WAG
2034
Wilkerson Advisory Group
Missouri
$127K +$10.4K +106 +9%
DIP
2035
DT Investment Partners
Pennsylvania
$127K -$19.3K -197 -13%
API
2036
Asset Planning Inc
California
$127K +$98 +1 +0.1%
VC
2037
Vestor Capital
Illinois
$123K -$1.37M -13,966 -91%
RF
2038
Rossby Financial
Florida
$123K +$44.6K +455 +52%
ITIM
2039
Indiana Trust & Investment Management
Indiana
$119K – – –
PWM
2040
Proathlete Wealth Management
Florida
$119K +$196 +2 +0.2%
FMII
2041
Farmers & Merchants Investments Inc
Nebraska
$119K +$4.9K +50 +4%
CC
2042
Corsicana & Co
Texas
$117K – – –
IAS
2043
IMA Advisory Services
Colorado
$116K -$196 -2 -0.2%
TPWA
2044
Twin Peaks Wealth Advisors
California
$115K +$120K +1,221 New
SAM
2045
Sherman Asset Management
California
$114K – – –
RMP
2046
Richards, Merrill & Peterson
Washington
$113K – – –
HIA
2047
Harbor Investment Advisory
Maryland
$111K -$654K -6,665 -85%
CBT
2048
Crews Bank & Trust
Florida
$110K – – –
AF
2049
Abound Financial
California
$110K – – –
PP
2050
Pacifica Partners
Canada
$110K – – –
80 81
82
83 84