We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1251
Regatta Capital Group
California
$845K -$73.8K -778 -8%
KP
1252
Keel Point
Alabama
$844K +$12.8K +135 +2%
WCM
1253
Weaver Capital Management
Georgia
$842K -$19.4K -204 -2%
JSW
1254
Journey Strategic Wealth
New Jersey
$839K +$100K +1,056 +14%
AIM
1255
Advyzon Investment Management
Illinois
$838K +$489K +5,150 +142%
AWM
1256
Angeles Wealth Management
California
$838K -$3.13K -33 -0.4%
KWM
1257
Keebeck Wealth Management
Illinois
$837K +$62.1K +654 +8%
CIA
1258
Capital Investment Advisors
Georgia
$833K -$486K -5,121 -37%
QWM
1259
Quadcap Wealth Management
Texas
$829K +$1.42K +15 +0.2%
FCH
1260
Freestone Capital Holdings
Washington
$828K +$286K +3,008 +53%
AA
1261
Alta Advisers
United Kingdom
$828K – – –
BTW
1262
Boston Trust Walden
Massachusetts
$828K – – –
MP
1263
Mangrove Partners
Connecticut
$827K +$822K +8,659 New
NEWAS
1264
N.E.W. Advisory Services
Wisconsin
$825K +$190 +2 +0%
DJSG
1265
D.J. St. Germain
Massachusetts
$823K -$1.9K -20 -0.2%
TWA
1266
TCI Wealth Advisors
Arizona
$823K -$397K -4,178 -33%
CWS
1267
Cypress Wealth Services
California
$822K +$854 +9 +0.1%
AWM
1268
Avondale Wealth Management
Texas
$821K – – –
FB
1269
Fulton Bank
Pennsylvania
$818K +$23.4K +247 +3%
SIA
1270
SkyView Investment Advisors
New Jersey
$815K -$14.1K -149 -2%
FCP
1271
Fidelis Capital Partners
Florida
$813K +$41.1K +433 +5%
BAM
1272
Belpointe Asset Management
Nevada
$812K +$224K +2,364 +38%
HWA
1273
HMV Wealth Advisors
Louisiana
$811K – – –
GS
1274
GTS Securities
Florida
$810K +$381K +4,014 +90%
WAP
1275
Wealthcare Advisory Partners
Pennsylvania
$809K +$7.12K +75 +0.9%
49 50
51
52 53