We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1651
Sturgeon Ventures
United Kingdom
$18K – – –
HBW
1652
Hazlett, Burt & Watson
West Virginia
$18K -$16.1K -266 -45%
PGAM
1653
Princeton Global Asset Management
New Jersey
$17.7K +$60 +1 +0.3%
CPG
1654
Cornerstone Planning Group
New Jersey
$17.6K -$3.99K -66 -17%
RWM
1655
Raffa Wealth Management
District of Columbia
$17.6K – – –
IRC
1656
Investors Research Corp
Georgia
$17.5K +$1.75K +29 +10%
CAS
1657
Coppell Advisory Solutions
Texas
$17.3K +$5.68K +94 +82%
GWSG
1658
GPS Wealth Strategies Group
Colorado
$16.5K – – –
FSWA
1659
Financial Synergies Wealth Advisors
Texas
$15.9K -$846 -14 -5%
BAM
1660
Bellevue Asset Management
Washington
$15.7K +$60 +1 +0.4%
TCA
1661
Trifecta Capital Advisors
Illinois
$15.5K – – –
DWA
1662
Delos Wealth Advisors
Texas
$15.4K – – –
BHWM
1663
Beaird Harris Wealth Management
Texas
$15.2K – – –
SWM
1664
Sugarloaf Wealth Management
Georgia
$15.1K -$3.32K -55 -17%
GTAM
1665
Global Trust Asset Management
Florida
$14.6K -$15.4K -255 -49%
CSWM
1666
Cassady Schiller Wealth Management
Ohio
$14.2K – – –
HWM
1667
HighMark Wealth Management
Minnesota
$13.9K -$7.31K -121 -32%
FM
1668
Family Management
New York
$13.1K +$14.4K +239 New
SFG
1669
Steward Financial Group
Texas
$13K +$14.7K +243 New
AAG
1670
Armstrong Advisory Group
Massachusetts
$12.7K -$5.2K -86 -27%
IFAM
1671
Institutional & Family Asset Management
Colorado
$12.4K – – –
HF
1672
Halpern Financial
Virginia
$11.1K – – –
BEI
1673
Benjamin Edwards Inc
Missouri
$11K – – –
CAM
1674
Chesapeake Asset Management
New York
$11K – – –
GWMIA
1675
Global Wealth Management Investment Advisory
Florida
$11K – – –
65 66
67
68 69