We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1301
Encompass Wealth Advisors
Oregon
$427K +$11.6K +200 +3%
CBFP
1302
Cedar Brook Financial Partners
Ohio
$426K +$139K +2,407 +58%
LA
1303
Legacy Advisors
Pennsylvania
$424K +$52.6K +911 +17%
FCA
1304
FinTrust Capital Advisors
South Carolina
$421K -$33.1K -574 -9%
BFEC
1305
Benjamin F. Edwards & Company
Missouri
$419K +$167K +2,897 +91%
AF
1306
Apexium Financial
Texas
$419K +$124K +2,146 +54%
AFT
1307
Alpha Family Trust
California
$418K +$81.4K +1,410 +30%
MSRI
1308
Michael S. Ryan Inc
New York
$414K – – –
MAC
1309
Mason & Associates (California)
California
$413K -$20.7K -359 -6%
APWM
1310
Atlas Private Wealth Management
New York
$413K +$6.47K +112 +2%
ASG
1311
Ariston Services Group
California
$412K +$346K +5,994 New
OWA
1312
Octavia Wealth Advisors
Ohio
$411K +$15.8K +274 +5%
VC
1313
Veracity Capital
Georgia
$411K +$22.2K +385 +7%
IWA
1314
Icon Wealth Advisors
Texas
$410K +$344K +5,965 New
DI
1315
Diligent Investors
California
$410K +$10.2K +176 +3%
MHC
1316
Meyer Handelman Company
New York
$409K +$126K +2,179 +58%
WCM
1317
Whitener Capital Management
North Carolina
$409K +$108K +1,863 +46%
FCP
1318
Fidelis Capital Partners
Florida
$407K +$341K +5,910 New
SGCA
1319
Steel Grove Capital Advisors
Tennessee
$406K -$13.2K -229 -4%
CMI
1320
Clare Market Investments
Texas
$406K +$341K +5,900 New
ACM
1321
Avalon Capital Management
California
$406K +$340K +5,895 New
MWA
1322
Monograph Wealth Advisors
California
$405K -$111K -1,921 -25%
GFG
1323
Greystone Financial Group
Michigan
$403K -$231K -3,995 -41%
AWAP
1324
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$403K -$15.8K -273 -4%
TCA
1325
Transcend Capital Advisors
New Jersey
$402K +$68.1K +1,180 +25%
51 52
53
54 55