We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Howard Capital Management
1526
Howard Capital Management
Georgia
$527K -$552K -5,630 -50%
GWM
1527
Gibbs Wealth Management
Georgia
$526K +$162K +1,655 +42%
BWP
1528
Burling Wealth Partners
Illinois
$525K -$142K -1,452 -21%
Defiance ETFs
1529
Defiance ETFs
New York
$524K +$547K +5,573 New
AL
1530
ARWA LLC
Texas
$517K -$173K -1,766 -25%
DI
1531
Diligent Investors
California
$515K -$24.5K -250 -4%
AA
1532
Addison Advisors
Vermont
$514K +$1.86K +19 +0.3%
CGA
1533
Crescent Grove Advisors
Illinois
$512K +$2.94K +30 +0.6%
WPWM
1534
Western Pacific Wealth Management
Illinois
$509K – – –
CH
1535
Cromwell Holdings
Wyoming
$506K – – –
TWP
1536
Tempus Wealth Planning
California
$505K +$785 +8 +0.1%
FFM
1537
Fullerton Fund Management
Singapore
$505K -$424K -4,326 -45%
DI
1538
DAGCO Inc
Ohio
$505K -$2.65K -27 -0.5%
PPW
1539
Parcion Private Wealth
Washington
$504K +$490 +5 +0.1%
FWA
1540
FSM Wealth Advisors
Ohio
$504K +$262K +2,672 +99%
AWAP
1541
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$502K +$20.8K +212 +4%
AO
1542
Advisor OS
Illinois
$502K -$562K -5,730 -52%
Williams Jones Wealth Management
1543
Williams Jones Wealth Management
New York
$500K +$27K +275 +5%
FWP
1544
Forefront Wealth Partners
Texas
$498K +$520K +5,304 New
Meridian Wealth Management
1545
Meridian Wealth Management
Kentucky
$498K -$120K -1,221 -19%
BHBT
1546
Burke & Herbert Bank & Trust
Virginia
$498K – – –
CCWP
1547
Cedar Cove Wealth Partners
Minnesota
$497K -$17.8K -181 -3%
PWM
1548
Palacios Wealth Management
Florida
$496K -$85.2K -869 -14%
Procyon Advisors
1549
Procyon Advisors
Connecticut
$496K +$196K +2,003 +61%
CA
1550
Claro Advisors
Massachusetts
$495K +$247K +2,521 +92%