We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1351
Freestone Capital Holdings
Washington
$728K -$14.3K -157 -2%
CWS
1352
Cypress Wealth Services
California
$728K -$74.3K -815 -9%
OIS
1353
Okabena Investment Services
Minnesota
$727K -$7.48K -82 -1%
WWM
1354
Western Wealth Management
Colorado
$726K +$14.4K +158 +2%
TA
1355
Tactive Advisors
Florida
$725K -$112K -1,233 -14%
PTP
1356
Platform Technology Partners
New York
$724K -$20.8K -228 -3%
NWAG
1357
Net Worth Advisory Group
Utah
$722K -$15K -164 -2%
TCWA
1358
Turtle Creek Wealth Advisors
Texas
$716K -$80.5K -883 -10%
DAC
1359
Dutch Asset Corp
New York
$715K – – –
V
1360
ViaWealth
Kansas
$714K – – –
HBT
1361
Heartland Bank & Trust
Illinois
$713K -$7.75K -85 -1%
SWA
1362
SFMG Wealth Advisors
Texas
$713K -$58.5K -641 -8%
TAFW
1363
Tred Avon Family Wealth
Maryland
$711K +$91 +1 +0%
BA
1364
Bridgewater Advisors
New York
$710K -$4.2K -46 -0.7%
BFA
1365
Bragg Financial Advisors
North Carolina
$709K -$11.7K -128 -2%
OPA
1366
Old Port Advisors
Maine
$709K +$182 +2 +0%
SFG
1367
Shum Financial Group
California
$708K +$125K +1,369 +22%
MFWP
1368
Mosaic Family Wealth Partners
Missouri
$705K +$697K +7,643 New
PCP
1369
Proficio Capital Partners
Massachusetts
$697K +$688K +7,549 New
JRPIM
1370
Journey Retirement Planning & Investment Management
Idaho
$695K +$88K +965 +15%
LC
1371
LCNB Corp
Ohio
$695K -$20K -219 -3%
TWP
1372
Triad Wealth Partners
Kansas
$693K -$697K -7,643 -54%
MPWT
1373
MassMutual Private Wealth & Trust
Connecticut
$690K -$49.2K -540 -7%
VA
1374
VestGen Advisors
Illinois
$690K +$105K +1,149 +18%
CA
1375
Carson Advisory
Georgia
$689K +$83.1K +911 +14%
53 54
55
56 57