We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1126
First Western Trust Bank
Colorado
$728K -$5.32M -72,034 -88%
MA
1127
Mutual Advisors
Nebraska
$728K -$35.4K -479 -4%
WP
1128
Westmount Partners
California
$727K -$1.03K -14 -0.1%
BOS
1129
Bank of Stockton
California
$727K +$125K +1,697 +21%
CYG
1130
Clean Yield Group
Vermont
$725K – – –
HTC
1131
Haverford Trust Company
Pennsylvania
$723K +$238K +3,228 +49%
MAM
1132
Mystic Asset Management
Rhode Island
$719K -$4.29K -58 -0.6%
LCM
1133
Logan Capital Management
Pennsylvania
$717K – – –
CP
1134
Canopy Partners
Ohio
$714K – – –
MW
1135
Marcum Wealth
Ohio
$707K +$31.2K +423 +5%
MF
1136
Manchester Financial
California
$706K +$92.3K +1,249 +15%
CWA
1137
Canvas Wealth Advisors
Kansas
$705K -$1.12M -15,219 -58%
RCG
1138
Regatta Capital Group
California
$703K +$4.29K +58 +0.6%
V
1139
ViaWealth
Kansas
$701K – – –
NP
1140
NorthRock Partners
Minnesota
$697K +$156K +2,116 +29%
DFG
1141
Demars Financial Group
Washington
$696K -$222 -3 -0%
RPGK
1142
Retirement Planning Group (Kansas)
Kansas
$694K +$695K +9,414 New
CM
1143
Castleark Management
Illinois
$690K – – –
DWM
1144
Drive Wealth Management
Utah
$688K +$3.55K +48 +0.5%
VWM
1145
Venturi Wealth Management
Texas
$687K +$159K +2,147 +30%
OFG
1146
Omega Financial Group
California
$681K – – –
PPWP
1147
Premier Path Wealth Partners
New Jersey
$681K +$78.5K +1,062 +13%
CI
1148
Cavalier Investments
Georgia
$678K +$18.3K +248 +3%
LCM
1149
Lazari Capital Management
California
$678K -$24.4K -330 -3%
CA
1150
Crumly & Associates
Illinois
$678K -$1.63K -22 -0.2%
44 45
46
47 48