We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1301
Strategic Financial Services
New York
$401K – – –
TCOT
1302
Trust Company of Toledo
Ohio
$400K +$120K +1,820 +42%
BEI
1303
Benjamin Edwards Inc
Missouri
$398K +$390K +5,937 +2,841%
ACM
1304
Avalon Capital Management
California
$398K -$113K -1,713 -22%
WP
1305
WealthPLAN Partners
Nebraska
$397K -$149K -2,271 -27%
GIA
1306
Gladstone Institutional Advisory
Florida
$397K -$21.5K -328 -5%
AFT
1307
Alpha Family Trust
California
$393K – – –
CCG
1308
Coastwise Capital Group
California
$392K +$59.6K +907 +18%
MWA
1309
Moser Wealth Advisors
Washington
$390K +$6.57K +100 +2%
WQ
1310
Wealth Quarterback
New Jersey
$387K -$175K -2,667 -31%
EW
1311
Evoke Wealth
California
$386K +$391K +5,952 New
MG
1312
Mather Group
Illinois
$382K -$41.8K -637 -10%
SHFA
1313
SS&H Financial Advisors
Michigan
$382K – – –
KCM
1314
KRS Capital Management
Michigan
$380K +$6.83K +104 +2%
MSRI
1315
Michael S. Ryan Inc
New York
$379K -$3.94K -60 -1%
BWP
1316
BSW Wealth Partners
Colorado
$379K +$88.3K +1,344 +30%
MC
1317
Machina Capital
France
$378K -$147K -2,243 -28%
TSMHT
1318
Thurston Springer Miller Herd & Titak
Indiana
$377K +$160K +2,429 +72%
MWA
1319
Monograph Wealth Advisors
California
$377K – – –
ZIMP
1320
Zimmermann Investment Management & Planning
Pennsylvania
$376K -$75.5K -1,150 -17%
WAS
1321
WESPAC Advisors SoCal
California
$376K – – –
PL
1322
Perpetual Ltd
Australia
$376K -$23.1K -351 -6%
BOM
1323
Bank of Marin
California
$375K -$1.38K -21 -0.4%
RWP
1324
Ridgecrest Wealth Partners
California
$374K +$3.28K +50 +0.9%
SHGA
1325
Sand Hill Global Advisors
California
$373K – – –
51 52
53
54 55