We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1576
Baron Wealth Management
Michigan
$360K +$26K +310 +9%
VST
1577
Van Strum & Towne
California
$360K – – –
FA
1578
Faithward Advisors
Pennsylvania
$360K -$503K -6,006 -60%
CA
1579
Calton & Associates
Florida
$360K +$62.5K +747 +23%
NRW
1580
Nova R Wealth
Kansas
$359K – – –
OL
1581
OneFund LLC
Florida
$359K -$1.59K -19 -0.5%
FBFS
1582
First Business Financial Services
Wisconsin
$359K – – –
DP
1583
Denver PWM
Colorado
$357K +$167 +2 +0.1%
AIFAIM
1584
American Institute for Advanced Investment Management
Arizona
$357K +$7.54K +90 +2%
BFO
1585
Biltmore Family Office
North Carolina
$356K +$3.94K +47 +1%
TCM
1586
Triumph Capital Management
Colorado
$356K +$20.9K +250 +7%
KFC
1587
Klingenstein Fields & Co
New York
$355K – – –
WG
1588
Wealth Group
North Carolina
$355K +$26.6K +318 +9%
SVWAG
1589
Sound View Wealth Advisors Group
Georgia
$354K +$10.3K +123 +3%
OCG
1590
Opus Capital Group
Ohio
$354K +$921 +11 +0.3%
BAM
1591
Boyar Asset Management
New York
$354K -$6.28K -75 -2%
PWM
1592
Purus Wealth Management
California
$353K -$2.93K -35 -0.9%
SIM
1593
Studio Investment Management
Illinois
$352K -$8.46K -101 -3%
RCP
1594
Rothschild Capital Partners
New York
$352K – – –
MCCP
1595
Mission Creek Capital Partners
California
$352K -$388K -4,631 -55%
BFG
1596
Berger Financial Group
Minnesota
$345K +$251 +3 +0.1%
TWM
1597
TriaGen Wealth Management
California
$345K +$317K +3,781 New
MGWM
1598
Marks Group Wealth Management
Minnesota
$343K -$62.4K -745 -17%
WW
1599
Westshore Wealth
California
$342K – – –
LI
1600
LRI Investments
Florida
$338K +$119K +1,419 +62%
62 63
64
65 66