We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1126
Wealthcare Advisory Partners
Pennsylvania
$423K +$33.6K +382 +8%
DCM
1127
Difesa Capital Management
New York
$422K – – –
FHA
1128
First Horizon Advisors
Tennessee
$422K +$16.4K +186 +4%
RWA
1129
Ropes Wealth Advisors
Massachusetts
$420K -$175K -1,992 -29%
GFP
1130
Gryphon Financial Partners
Ohio
$420K -$16K -182 -4%
OQS
1131
Occudo Quantitative Strategies
Florida
$419K -$705K -8,020 -62%
LNC
1132
Lincoln National Corp
Pennsylvania
$418K +$31.2K +355 +8%
CWA
1133
Canvas Wealth Advisors
Kansas
$415K -$466K -5,292 -47%
DGAM
1134
Desjardins Global Asset Management
Quebec, Canada
$415K -$17.3K -197 -4%
NRW
1135
Nova R Wealth
Kansas
$415K +$2.99K +34 +0.7%
WCF
1136
West Coast Financial
California
$410K -$57.2K -650 -12%
PCM
1137
Penserra Capital Management
California
$410K +$374K +4,255 +684%
MAM
1138
Marquette Asset Management
Minnesota
$409K +$704 +8 +0.2%
ET
1139
Equitable Trust
Tennessee
$408K -$27.7K -315 -6%
CRCM
1140
Corbett Road Capital Management
Virginia
$404K +$421K +4,791 New
TA
1141
Tiedemann Advisors
New York
$403K +$16.4K +187 +4%
YWP
1142
YorkBridge Wealth Partners
New York
$402K -$15.4K -175 -4%
KA
1143
Keene & Associates
Texas
$401K -$16.2K -184 -4%
DFA
1144
Delta Financial Advisors
Louisiana
$400K – – –
IHL
1145
Investment House LLC
California
$399K – – –
TFS
1146
TrustCore Financial Services
Tennessee
$399K +$134K +1,523 +47%
RMDI
1147
R.M. Davis Inc
Maine
$398K -$30.8K -350 -7%
DA
1148
DSC Advisors
Illinois
$398K +$416K +4,725 New
CA
1149
Claro Advisors
Massachusetts
$397K – – –
RCG
1150
Regatta Capital Group
California
$397K +$1.14K +13 +0.3%
44 45
46
47 48