We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1476
Baader Bank Aktiengesellschaft
Germany
$607K -$1.99K -21 -0.3%
AFT
1477
Alpha Family Trust
California
$606K – – –
MSFS
1478
Main Street Financial Solutions
Pennsylvania
$603K -$267K -2,817 -32%
PWPS
1479
Pinnacle Wealth Planning Services
Ohio
$600K -$45.2K -476 -7%
AWE
1480
Avidian Wealth Enterprises
Texas
$598K +$285 +3 +0.1%
RZH
1481
Relyea Zuckerberg Hanson
Connecticut
$596K -$1.04K -11 -0.2%
SC
1482
SouthState Corp
Florida
$593K +$3.42K +36 +0.6%
NWMP
1483
Noble Wealth Management PBC
Colorado
$592K -$104K -1,100 -16%
AHL
1484
Abel Hall LLC
Louisiana
$590K +$560K +5,903 New
SHFA
1485
SS&H Financial Advisors
Michigan
$589K – – –
GCM
1486
Gambit Capital Management
Tennessee
$588K +$558K +5,886 New
MM
1487
MQS Management
New York
$587K +$259K +2,733 +87%
KFP
1488
KMG Fiduciary Partners
Ohio
$585K +$190 +2 +0%
VAMG
1489
Voisard Asset Management Group
Michigan
$585K +$2.47K +26 +0.4%
MAC
1490
Mason & Associates (California)
California
$585K -$7.4K -78 -1%
SHGA
1491
Sand Hill Global Advisors
California
$585K +$9.96K +105 +2%
LSA
1492
Leonteq Securities AG
Switzerland
$584K +$192K +2,019 +53%
KA
1493
KLCM Advisors
Wisconsin
$583K +$86K +906 +18%
MWA
1494
Monograph Wealth Advisors
California
$581K – – –
WAS
1495
WESPAC Advisors SoCal
California
$580K – – –
IFPG
1496
Intrepid Financial Planning Group
Indiana
$580K – – –
CGL
1497
Clarius Group LLC
Washington
$579K -$173K -1,828 -24%
5W
1498
5T Wealth
California
$579K -$79.4K -837 -13%
QWP
1499
Quotient Wealth Partners
Texas
$578K -$46.6K -491 -8%
DIM
1500
Delta Investment Management
California
$577K +$15.7K +166 +3%
58 59
60
61 62