We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1401
Total Clarity Wealth Management
Illinois
$34K – – –
TCM
1402
Tradewinds Capital Management
Washington
$33K -$4.04K -50 -11%
ETC
1403
Exchange Traded Concepts
Oklahoma
$33K +$81 +1 +0.3%
ANBT
1404
American National Bank & Trust
Texas
$32K – – –
AP
1405
Arlington Partners
Alabama
$32K +$31.1K +384 New
AWM
1406
AllSquare Wealth Management
New York
$29K – – –
EIM
1407
Essex Investment Management
Massachusetts
$29K – – –
LAS
1408
Lloyd Advisory Services
Georgia
$29K +$27.4K +339 New
LWP
1409
Lumature Wealth Partners
Georgia
$28K -$15.5K -192 -37%
SC
1410
Sierra Capital
Florida
$28K +$26.6K +329 New
IBOK
1411
Independence Bank of Kentucky
Kentucky
$27K – – –
MI
1412
Markston International
New York
$27K – – –
HS
1413
Horan Securities
United States
$27K +$26.3K +325 New
SC
1414
Steph & Co
Wisconsin
$25K +$23.9K +296 New
SF
1415
SBK Financial
Virginia
$25K +$24.3K +300 New
Loomis, Sayles & Company
1416
Loomis, Sayles & Company
Massachusetts
$24K -$2.91K -36 -11%
IRC
1417
Investors Research Corp
Georgia
$24K – – –
TAIM
1418
TD Ameritrade Investment Management
Nebraska
$24K +$23.5K +290 New
RWM
1419
Raffa Wealth Management
District of Columbia
$22.5K – – –
SGAM
1420
Smith Group Asset Management
Texas
$22K +$1.86K +23 +10%
JWA
1421
JFS Wealth Advisors
Pennsylvania
$22K +$12K +148 +128%
CFRPA
1422
Castle Financial & Retirement Planning Associates
New Jersey
$22K +$18.8K +232 New
PWMG
1423
Prestige Wealth Management Group
New Jersey
$21K -$809 -10 -4%
GI
1424
Gradient Investments
Minnesota
$21K +$81 +1 +0.4%
AWA
1425
Amplius Wealth Advisors
Pennsylvania
$21K +$20.9K +258 New