We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1101
Western Wealth Management
Colorado
$783K +$86.6K +1,499 +15%
EDRH
1102
Edmond de Rothschild Holding
Switzerland
$782K +$71K +1,229 +12%
NCM
1103
Novare Capital Management
North Carolina
$778K -$104K -1,800 -14%
EA
1104
Emerald Advisers
Pennsylvania
$777K +$78.4K +1,358 +14%
KFSC
1105
Keystone Financial Services (Colorado)
Colorado
$776K +$17.3K +299 +3%
VL
1106
Vima LLC
Michigan
$768K +$644K +11,159 New
ZIMP
1107
Zimmermann Investment Management & Planning
Pennsylvania
$765K -$67.6K -1,171 -10%
MA
1108
Mutual Advisors
Nebraska
$765K -$38.7K -670 -6%
DBIA
1109
Dumont & Blake Investment Advisors
New Jersey
$762K -$6.64K -115 -1%
KWA
1110
Kingswood Wealth Advisors
California
$758K +$322K +5,570 +102%
IAIM
1111
International Assets Investment Management
Florida
$756K +$35.3K +612 +6%
VWM
1112
Venturi Wealth Management
Texas
$750K -$192K -3,324 -23%
SRWM
1113
Shira Ridge Wealth Management
California
$746K +$520 +9 +0.1%
BTWM
1114
Baker Tilly Wealth Management
Wisconsin
$741K -$30.6K -529 -5%
RC
1115
Rovin Capital
Arizona
$739K +$322K +5,574 +108%
UC
1116
Unio Capital
New Jersey
$734K -$41K -710 -6%
NL
1117
Navalign LLC
California
$733K -$33.4K -579 -5%
PTP
1118
Platform Technology Partners
New York
$729K -$14.2K -246 -2%
DWM
1119
Drive Wealth Management
Utah
$727K -$28.1K -486 -4%
LWAM
1120
Legacy Wealth Asset Management
Minnesota
$726K -$15.7K -271 -3%
GI
1121
GAMMA Investing
California
$725K +$665K +11,523 New
SS
1122
Sunbelt Securities
Texas
$724K -$7.57K -131 -1%
TIM
1123
Thor Investment Management
Ohio
$724K +$608K +10,521 New
MIM
1124
Moseley Investment Management
Florida
$711K -$11.7K -202 -2%
CA
1125
Capital Advantage
California
$711K -$14.6K -252 -2%
43 44
45
46 47