We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CoreCap Advisors
1601
CoreCap Advisors
Michigan
$466K +$19.3K +203 +5%
WP
1602
Westmount Partners
California
$465K +$949 +10 +0.2%
FCG
1603
Fielder Capital Group
Tennessee
$464K +$37.9K +400 +9%
Welch & Forbes
1604
Welch & Forbes
Massachusetts
$462K -$3.42K -36 -0.8%
EWM
1605
Evermay Wealth Management
Virginia
$461K -$28.7K -303 -6%
ICP
1606
Impact Capital Partners
Colorado
$459K -$19.7K -208 -4%
HFS
1607
Hopwood Financial Services
Virginia
$458K -$30.7K -324 -7%
AWAU
1608
Alliance Wealth Advisors (Utah)
Utah
$457K -$91.1K -960 -17%
OIM
1609
Orca Investment Management
Oregon
$456K -$6.83K -72 -2%
SCS Capital Management
1610
SCS Capital Management
Massachusetts
$455K -$9.87K -104 -2%
NHT
1611
New Hampshire Trust
New Hampshire
$455K -$160K -1,688 -27%
OWA
1612
Opal Wealth Advisors
New York
$454K +$7.12K +75 +2%
SRL
1613
Scientech Research LLC
New Jersey
$453K +$431K +4,539 New
EWS
1614
Eagle Wealth Strategies
New Jersey
$451K +$474 +5 +0.1%
RW
1615
RVW Wealth
California
$451K +$2.85K +30 +0.7%
S
1616
SimplyRich
California
$450K – – –
ACA
1617
Affinity Capital Advisors
California
$448K +$30.7K +324 +8%
AIM
1618
Acropolis Investment Management
Missouri
$446K – – –
KCIC
1619
Kuhn & Co Investment Counsel
Illinois
$439K +$417K +4,396 New
Level Four Advisory Services
1620
Level Four Advisory Services
Texas
$439K +$37.4K +394 +10%
LIA
1621
LBMC Investment Advisors
Tennessee
$438K – – –
DTC
1622
Davidson Trust Company
Washington
$438K +$415K +4,379 New
OL
1623
OneFund LLC
Florida
$437K +$26.9K +284 +7%
DG
1624
Dala Group
Illinois
$437K +$415K +4,370 New
AWM
1625
Aberdeen Wealth Management
Illinois
$435K +$14.8K +156 +4%