We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1276
Cozad Asset Management
Illinois
$569K +$78 +1 +0%
MWM
1277
Modern Wealth Management
Kansas
$568K -$287K -3,654 -33%
BG
1278
Bahl & Gaynor
Ohio
$567K +$20.9K +266 +4%
TWPM
1279
Total Wealth Planning & Management
Florida
$566K -$47.2K -601 -8%
AFP
1280
Ausdal Financial Partners
Iowa
$565K +$51.1K +651 +10%
MFF
1281
Michels Family Financial
Texas
$564K +$8.24K +105 +1%
IB
1282
Intrust Bank
Kansas
$563K -$18.8K -240 -3%
RIM
1283
RW Investment Management
Idaho
$562K – – –
BCG
1284
BayBridge Capital Group
California
$557K -$975K -12,422 -64%
ICP
1285
Impact Capital Partners
Colorado
$552K -$17.5K -223 -3%
NRS
1286
Neville Rodie & Shaw
New York
$552K +$130K +1,650 +31%
TCM
1287
Traynor Capital Management
Pennsylvania
$549K -$22.2K -283 -4%
NW
1288
Naviter Wealth
Arkansas
$548K +$7.54K +96 +1%
ALAM
1289
Asahi Life Asset Management
Japan
$546K +$301K +3,840 +122%
EI
1290
Ellevest Inc
New York
$546K -$2.83K -36 -0.5%
BPW
1291
Bingham Private Wealth
California
$545K +$54.5K +694 +11%
BA
1292
Bridgewater Advisors
New York
$543K +$524K +6,679 New
ACM
1293
Arcataur Capital Management
Wisconsin
$543K -$36.5K -465 -6%
IC
1294
Inscription Capital
Texas
$542K +$588K +7,496 New
BFA
1295
Bragg Financial Advisors
North Carolina
$542K +$8.08K +103 +2%
AWA
1296
Arete Wealth Advisors
Illinois
$542K +$105K +1,340 +24%
BWG
1297
Beta Wealth Group
California
$541K +$78 +1 +0%
VCM
1298
Voleon Capital Management
California
$540K +$542K +6,903 New
MJRIC
1299
Mogy Joel R Investment Counsel
California
$540K +$19.2K +245 +4%
AFM
1300
Aspetuck Financial Management
Connecticut
$538K -$11.8K -150 -2%
50 51
52
53 54