We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1226
Prosperity Wealth Management
California
$643K +$645K +8,215 New
IA
1227
Integrity Alliance
Iowa
$643K +$645K +8,212 New
NA
1228
Navellier & Associates
Nevada
$642K -$263K -3,355 -30%
CMAI
1229
Capital Management Associates Inc
Minnesota
$638K +$321K +4,088 +101%
MSS
1230
Mitchell Sinkler & Starr
Pennsylvania
$637K +$15.7K +200 +3%
AA
1231
Apriem Advisors
California
$637K +$15.9K +202 +3%
KWM
1232
Keebeck Wealth Management
Illinois
$635K -$59.4K -757 -9%
ARC
1233
Advisor Resource Council
Texas
$633K +$954K +12,149 New
EFG
1234
Everhart Financial Group
Ohio
$629K +$118K +1,502 +23%
HCM
1235
Howard Capital Management
Georgia
$629K -$81.9K -1,044 -11%
FWTB
1236
First Western Trust Bank
Colorado
$629K -$80.1K -1,021 -11%
LCWP
1237
Legacy Capital Wealth Partners
Arkansas
$627K -$4.32K -55 -0.7%
CIA
1238
Capital Investment Advisors
Georgia
$626K +$76.1K +969 +14%
IC
1239
Iconiq Capital
California
$625K +$101K +1,286 +19%
SBIA
1240
Sheaff Brock Investment Advisors
Indiana
$625K +$10.1K +129 +2%
SSWM
1241
Sheets Smith Wealth Management
North Carolina
$624K +$22.2K +283 +4%
BFS
1242
Bradley Foster & Sargent
Connecticut
$622K – – –
CAG
1243
Compass Advisory Group
New York
$616K -$39.2K -500 -6%
VC
1244
Veracity Capital
Georgia
$615K -$11.5K -146 -2%
WWM
1245
Western Wealth Management
Colorado
$614K -$90.6K -1,154 -13%
JCIA
1246
Jackson Creek Investment Advisors
Colorado
$613K +$615K +7,833 New
PPWP
1247
Premier Path Wealth Partners
New Jersey
$612K +$11K +140 +2%
OWA
1248
One Wealth Advisors
California
$608K +$610K +7,773 New
SAM
1249
Sompo Asset Management
Japan
$604K – – –
BCM
1250
Boltwood Capital Management
California
$604K -$7.46K -95 -1%
48 49
50
51 52