We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
1301
FSB Premier Wealth Management
Iowa
$318K +$69.6K +1,151 +25%
DI
1302
Diligent Investors
California
$318K – – –
CWM
1303
Cornerstone Wealth Management
Missouri
$317K +$62.9K +1,040 +22%
IWP
1304
Icon Wealth Partners
Texas
$316K -$27.8K -460 -7%
PI
1305
PFG Investments
New York
$316K +$91.1K +1,508 +36%
SG
1306
StoneX Group
New York
$316K +$22.8K +378 +7%
SHGA
1307
Sand Hill Global Advisors
California
$316K – – –
WF
1308
Welch & Forbes
Massachusetts
$315K -$3.38K -56 -1%
MHR
1309
Matthew Hamilton Rosenberg
$315K -$9.55K -158 -3%
RSWM
1310
Robertson Stephens Wealth Management
California
$314K -$27.9K -462 -7%
MSRI
1311
Michael S. Ryan Inc
New York
$313K +$34.9K +578 +11%
OWA
1312
Octavia Wealth Advisors
Ohio
$313K +$96.8K +1,602 +39%
CB
1313
CNB Bank
Pennsylvania
$313K +$423 +7 +0.1%
RWP
1314
Ridgecrest Wealth Partners
California
$309K – – –
EWP
1315
Elevation Wealth Partners
California
$309K +$242 +4 +0.1%
SIA
1316
Soltis Investment Advisors
Utah
$308K +$16.2K +268 +5%
JAG
1317
Journey Advisory Group
Kentucky
$308K – – –
FC
1318
Fusion Capital
South Carolina
$308K -$19.5K -322 -5%
TPW
1319
Transatlantique Private Wealth
New York
$307K -$1.75K -29 -0.5%
VC
1320
Veracity Capital
Georgia
$306K +$63.8K +1,055 +23%
CHAM
1321
Clear Harbor Asset Management
Connecticut
$305K -$33.2K -550 -9%
IFWM
1322
Institute for Wealth Management
Colorado
$304K -$15.7K -260 -4%
CCA
1323
Childress Capital Advisors
Texas
$304K +$330K +5,460 New
APP
1324
Avantax Planning Partners
Iowa
$303K -$483 -8 -0.1%
AWM
1325
Aberdeen Wealth Management
Illinois
$300K +$121 +2 +0%
51 52
53
54 55