We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1101
Wealth Enhancement Advisory Services
Minnesota
$551K +$770K +10,516 New
OPWM
1102
Oxinas Partners Wealth Management
Indiana
$550K +$770K +10,509 New
MGIA
1103
Moneta Group Investment Advisors
Missouri
$548K +$334K +4,561 +77%
CA
1104
Capital Advantage
California
$548K +$25.3K +345 +3%
KJWM
1105
Kiley Juergens Wealth Management
Washington
$547K +$293 +4 +0%
IAN
1106
Integrated Advisors Network
Texas
$547K -$312K -4,257 -29%
PGWM
1107
Pitti Group Wealth Management
New York
$544K +$760K +10,385 New
HBT
1108
Heartland Bank & Trust
Illinois
$540K -$215K -2,935 -22%
RCG
1109
Regatta Capital Group
California
$539K
IF
1110
Ironwood Financial
Arizona
$535K +$81.3K +1,110 +12%
QCM
1111
Qsemble Capital Management
New York
$534K +$747K +10,200 New
WP
1112
Westmount Partners
California
$534K +$397K +5,426 +114%
LCM
1113
Logan Capital Management
Pennsylvania
$529K
BCM
1114
Bluefin Capital Management
New York
$524K
HAI
1115
Hennessy Advisors Inc
California
$524K +$732K +10,000 New
JWM
1116
Jupiter Wealth Management
Colorado
$524K +$732K +10,000 New
LFCM
1117
Long Focus Capital Management
Puerto Rico
$524K +$732K +10,000 New
PM
1118
Plustick Management
Virginia
$524K +$732K +10,000 New
CWAG
1119
Compton Wealth Advisory Group
Virginia
$523K +$731K +9,983 New
SP
1120
Symmetry Partners
Connecticut
$522K
BCM
1121
Birch Capital Management
Texas
$522K +$729K +9,961 New
SRC
1122
Sage Rhino Capital
California
$518K -$54.7K -747 -7%
DWM
1123
Drive Wealth Management
Utah
$516K +$722K +9,858 New
HI
1124
Horizon Investments
North Carolina
$513K -$455K -6,207 -39%
GVAG
1125
Great Valley Advisor Group
Delaware
$512K +$716K +9,774 New