We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1001
Seaview Investment Managers
Florida
$9K +$7.51K +216 New
WPA
1002
West Paces Advisors
Georgia
$8.88K – – –
KTC
1003
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
TCM
1004
Tradewinds Capital Management
Washington
$8K – – –
MPWT
1005
MassMutual Private Wealth & Trust
Connecticut
$8K +$1.32K +38 +22%
BWM
1006
BerganKDV Wealth Management
Minnesota
$8K +$2.68K +77 +53%
AWM
1007
Adams Wealth Management
Utah
$8K +$7.31K +210 New
CQS
1008
Credential Qtrade Securities
$7.64K – – –
BFG
1009
Baron Financial Group
New Jersey
$7.25K +$6.96K +200 New
CHAM
1010
Clear Harbor Asset Management
Connecticut
$7.25K +$6.96K +200 New
CFN
1011
Cordasco Financial Network
Florida
$7K -$2.33K -67 -25%
TPWA
1012
TRUE Private Wealth Advisors
Oregon
$7K – – –
TFGT
1013
TS Financial Group (TSFG)
Illinois
$7K – – –
PGAM
1014
Princeton Global Asset Management
New Jersey
$6K -$23K -662 -81%
TFA
1015
Toth Financial Advisory
Virginia
$6K -$18K -517 -77%
M
1016
MOTCO
Texas
$6K – – –
RWM
1017
Raffa Wealth Management
District of Columbia
$5.8K +$591 +17 +12%
PW
1018
Price Wealth
Texas
$5K -$619K -17,795 -99%
EI
1019
Ellevest Inc
New York
$5K -$626 -18 -12%
WT
1020
Washington Trust
Rhode Island
$5K – – –
ADL
1021
Asset Dedication LLC
California
$5K +$4.52K +130 New
BFEC
1022
Benjamin F. Edwards & Company
Missouri
$4K -$45.7K -1,313 -93%
CAL
1023
Capital Analysts LLC
Pennsylvania
$4K – – –
CWM
1024
Cedar Wealth Management
California
$4K – – –
MAWCM
1025
Mine & Arao Wealth Creation & Management
California
$4K +$35 +1 +0.9%
39 40
41
42 43