We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1351
Bragg Financial Advisors
North Carolina
$631K -$251 -3 -0%
IB
1352
Intrust Bank
Kansas
$631K -$23.4K -279 -4%
MJRIC
1353
Mogy Joel R Investment Counsel
California
$629K – – –
PCM
1354
Pointe Capital Management
Michigan
$628K +$11.6K +138 +2%
A
1355
AlphaQuest
New York
$628K +$530K +6,325 +1,131%
GPA
1356
Garrison Point Advisors
California
$625K – – –
AAM
1357
Auxier Asset Management
Oregon
$625K – – –
SFS
1358
Sowell Financial Services
Arkansas
$625K +$3.6K +43 +0.6%
ACM
1359
Arcataur Capital Management
Wisconsin
$624K -$7.96K -95 -1%
MSFS
1360
Main Street Financial Solutions
Pennsylvania
$623K +$25.5K +305 +5%
TCA
1361
Transcend Capital Advisors
New Jersey
$622K +$336K +4,008 +143%
ICP
1362
Impact Capital Partners
Colorado
$619K -$22.3K -266 -4%
DWM
1363
Defined Wealth Management
Oregon
$615K +$6.53K +78 +1%
MFA
1364
Mayflower Financial Advisors
Massachusetts
$614K +$3.01K +36 +0.5%
MA
1365
MCF Advisors
Kentucky
$613K +$7.45K +89 +1%
HFM
1366
Harvest Fund Management
China
$611K – – –
IFG
1367
Independent Financial Group
California
$610K -$6.2K -74 -1%
MWM
1368
Mission Wealth Management
California
$609K -$16.1K -192 -3%
BPW
1369
Bingham Private Wealth
California
$606K -$27.1K -324 -5%
MG
1370
Mather Group
Illinois
$606K +$37.9K +453 +7%
5W
1371
5T Wealth
California
$605K +$335 +4 +0.1%
RCAG
1372
Rehmann Capital Advisory Group
Michigan
$602K +$4.52K +54 +0.8%
AFM
1373
Aspetuck Financial Management
Connecticut
$600K -$25.1K -300 -4%
SM
1374
Sweeney & Michel
California
$599K +$1K +12 +0.2%
CA
1375
Carson Advisory
Georgia
$598K – – –
53 54
55
56 57