We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1326
SMART Wealth
Nebraska
$823K -$229K -2,336 -21%
OPWM
1327
Oregon Pacific Wealth Management
Oregon
$822K +$63K +642 +8%
AU
1328
AlphaGrep UK
$822K +$8.34K +85 +1%
Joel Isaacson & Co
1329
Joel Isaacson & Co
New York
$820K -$23.8K -243 -3%
Cypress Wealth Services
1330
Cypress Wealth Services
California
$818K +$1.37K +14 +0.2%
Quadcap Wealth Management
1331
Quadcap Wealth Management
Texas
$815K +$4.41K +45 +0.5%
Fidelis Capital Partners
1332
Fidelis Capital Partners
Florida
$813K +$7.94K +81 +0.9%
Turtle Creek Wealth Advisors
1333
Turtle Creek Wealth Advisors
Texas
$812K +$110K +1,121 +15%
NEWAS
1334
N.E.W. Advisory Services
Wisconsin
$812K +$196 +2 +0%
Modern Wealth Management
1335
Modern Wealth Management
Kansas
$808K +$10.4K +106 +1%
Parkside Financial Bank & Trust
1336
Parkside Financial Bank & Trust
Missouri
$806K +$2.16K +22 +0.3%
LCGC
1337
Legacy Capital Group California
California
$803K -$121K -1,232 -13%
BPW
1338
BlueDoor Private Wealth
Massachusetts
$801K – – –
Klingman & Associates
1339
Klingman & Associates
New York
$791K +$12.3K +125 +2%
Balboa Wealth Partners
1340
Balboa Wealth Partners
Arizona
$790K -$140K -1,430 -15%
SFMG Wealth Advisors
1341
SFMG Wealth Advisors
Texas
$786K -$13.4K -137 -2%
I
1342
InceptionR
California
$785K +$820K +8,358 New
CVA Family Office
1343
CVA Family Office
Colorado
$784K +$60.3K +615 +8%
Zions Bancorporation, National Association
1344
Zions Bancorporation, National Association
Utah
$784K -$342K -3,492 -30%
Ramirez Asset Management
1345
Ramirez Asset Management
New York
$781K +$4.41K +45 +0.5%
Polymer Capital Management
1346
Polymer Capital Management
New York
$777K -$185K -1,888 -19%
HWA
1347
HMV Wealth Advisors
Louisiana
$775K -$23.7K -242 -3%
D.J. St. Germain
1348
D.J. St. Germain
Massachusetts
$770K +$6.47K +66 +0.8%
Cassaday & Co Wealth Management
1349
Cassaday & Co Wealth Management
Virginia
$767K +$143K +1,457 +22%
Kera Capital Partners
1350
Kera Capital Partners
California
$763K -$51.8K -528 -6%