We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1401
Ferguson Wellman Capital Management
Oregon
$334K – – –
BFG
1402
Berger Financial Group
Minnesota
$334K -$20K -303 -6%
MAM
1403
Milestone Asset Management
Pennsylvania
$333K +$304K +4,609 New
SVWAG
1404
Sound View Wealth Advisors Group
Georgia
$333K -$9.55K -145 -3%
CFG
1405
CKW Financial Group
Hawaii
$333K – – –
GF
1406
Gries Financial
Ohio
$332K +$302K +4,586 New
SIG
1407
Sky Investment Group
Connecticut
$332K +$81.7K +1,240 +37%
MMC
1408
Mizuho Markets Cayman
Cayman Islands
$331K – – –
EL
1409
Essex LLC
Illinois
$331K – – –
DP
1410
Denver PWM
Colorado
$330K -$23.3K -354 -7%
RWA
1411
River Wealth Advisors
Pennsylvania
$330K -$77.2K -1,172 -20%
APA
1412
Astoria Portfolio Advisors
New York
$329K +$1.51K +23 +0.5%
KA
1413
KLCM Advisors
Wisconsin
$328K +$87.8K +1,333 +42%
AC
1414
Allstate Corporation
Illinois
$327K +$14.1K +214 +5%
S
1415
SimplyRich
California
$327K – – –
PCA
1416
Pallas Capital Advisors
Massachusetts
$326K -$164K -2,486 -36%
BWP
1417
BSW Wealth Partners
Colorado
$326K -$13.4K -204 -4%
TAM
1418
Trillium Asset Management
Massachusetts
$326K -$39.5K -600 -12%
DWA
1419
Delap Wealth Advisory
Oregon
$325K +$296K +4,498 New
PCP
1420
Proficio Capital Partners
Massachusetts
$325K +$17.6K +268 +6%
ACA
1421
Affinity Capital Advisors
California
$325K -$153K -2,320 -34%
EFG
1422
Ethos Financial Group
Pennsylvania
$325K -$33.1K -502 -10%
WJWM
1423
Williams Jones Wealth Management
New York
$324K -$126K -1,920 -30%
SW
1424
SteelPeak Wealth
California
$323K -$52.4K -795 -15%
IAMOG
1425
Investors Asset Management of Georgia
Georgia
$322K +$263 +4 +0.1%
55 56
57
58 59