We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
801
Power Wealth Management
Georgia
$2.94M -$121K -1,450 -4%
FWM
802
Finer Wealth Management
Massachusetts
$2.91M +$101K +1,206 +4%
KA
803
Kintegral Advisory
New York
$2.91M -$4.1K -49 -0.2%
Nomura Holdings
804
Nomura Holdings
Japan
$2.9M -$7.06M -84,341 -73%
SWA
805
Strata Wealth Advisors
Texas
$2.9M +$4.44K +53 +0.2%
VSQM
806
V-Square Quantitative Management
Illinois
$2.9M +$223K +2,659 +9%
CWA
807
Crux Wealth Advisors
California
$2.87M +$654K +7,807 +33%
AIM
808
Anchor Investment Management
South Carolina
$2.86M +$155K +1,849 +6%
BJL
809
Brighton Jones LLC
Washington
$2.84M +$530K +6,325 +25%
MAA
810
Mraz Amerine & Associates
California
$2.84M -$4.19K -50 -0.2%
CAMG
811
CWA Asset Management Group
Florida
$2.84M +$141K +1,689 +6%
CCP
812
Carmel Capital Partners
California
$2.84M +$164K +1,953 +7%
TCPW
813
Twin City Private Wealth
North Carolina
$2.83M +$139K +1,665 +6%
CT
814
Coastline Trust
Rhode Island
$2.83M -$3.85K -46 -0.1%
CCM
815
Chaney Capital Management
Washington
$2.82M +$2.43K +29 +0.1%
BFS
816
Bard Financial Services
Connecticut
$2.81M -$41.9K -500 -2%
GRP
817
Global Retirement Partners
California
$2.8M +$2.57M +30,701 New
ONGA
818
O'Neil Global Advisors
California
$2.8M +$2.57M +30,664 New
CIAS
819
Capital Investment Advisory Services
North Carolina
$2.79M -$12K -143 -0.5%
DF
820
Donoghue Forlines
Massachusetts
$2.79M +$2.56M +30,572 New
MME
821
Meag Munich Ergo
Germany
$2.79M +$872K +10,413 +52%
ACI
822
Alpha Cubed Investments
California
$2.79M -$59.5K -710 -2%
ISB
823
Iowa State Bank
Iowa
$2.78M +$12.6K +150 +0.5%
MVA
824
Mount Vernon Associates
Maryland
$2.77M +$16.7K +200 +0.7%
HIMS
825
Hager Investment Management Services
New Hampshire
$2.74M +$114K +1,362 +5%