We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IF
1151
Ironwood Financial
Arizona
$568K -$10.3K -196 -2%
WP
1152
Westmount Partners
California
$568K -$8.7K -166 -2%
TCBWMS
1153
Texas Capital Bank Wealth Management Services
Texas
$568K +$525K +10,015 New
JWM
1154
Jupiter Wealth Management
Colorado
$567K
EL
1155
EMFO LLC
Florida
$567K +$262K +5,000 +100%
PL
1156
Perpetual Ltd
Australia
$566K -$47K -898 -8%
BA
1157
Bridge Advisory
California
$565K +$523K +9,976 New
SP
1158
Symmetry Partners
Connecticut
$565K
SC
1159
Sonen Capital
California
$563K -$132K -2,512 -20%
CA
1160
Carson Advisory
Georgia
$557K +$514K +9,822 New
LCM
1161
Logan Capital Management
Pennsylvania
$554K -$16.9K -323 -3%
EBT
1162
Enterprise Bank & Trust
Massachusetts
$548K +$506K +9,668 New
RWA
1163
Redmont Wealth Advisors
Illinois
$546K +$97.3K +1,857 +24%
MWC
1164
MBM Wealth Consultants
Missouri
$546K +$133K +2,546 +37%
PCM
1165
Penserra Capital Management
California
$545K +$431K +8,225 +580%
DWM
1166
Drive Wealth Management
Utah
$542K -$15.5K -296 -3%
WAM
1167
WNY Asset Management
New York
$539K +$108K +2,057 +28%
P
1168
Pitcairn
Pennsylvania
$538K +$30.2K +576 +6%
PP
1169
Patten & Patten
Tennessee
$533K +$203K +3,875 +70%
AF
1170
Advisornet Financial
Minnesota
$532K +$380K +7,264 +342%
WWM
1171
Western Wealth Management
Colorado
$531K +$38K +725 +8%
CM
1172
Castleark Management
Illinois
$531K
CAG
1173
Csenge Advisory Group
Florida
$529K +$21.5K +410 +5%
Wealth Enhancement Advisory Services
1174
Wealth Enhancement Advisory Services
Minnesota
$529K -$61.6K -1,176 -11%
BFS
1175
Bradley Foster & Sargent
Connecticut
$526K +$486K +9,287 New