We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1676
Stonegate Investment Group
Alabama
$228K -$9.1K -116 -4%
SFC
1677
SYM Financial Corp
Indiana
$226K +$227K +2,886 New
DMBA
1678
Deseret Mutual Benefit Administrators
Utah
$225K +$36.7K +467 +19%
CWS
1679
Confluence Wealth Services
Pennsylvania
$223K +$78 +1 +0%
PTC
1680
Petrus Trust Company
Texas
$223K -$256K -3,256 -53%
CWMK
1681
Caliber Wealth Management (Kansas)
Kansas
$223K +$223K +2,846 New
TWM
1682
Thrive Wealth Management
Pennsylvania
$222K -$74.4K -948 -25%
MWM
1683
Marion Wealth Management
Pennsylvania
$221K +$3.85K +49 +2%
LAMC
1684
Longview Asset Management (California)
California
$220K +$4.08K +52 +2%
TCA
1685
Transcend Capital Advisors
New Jersey
$220K +$220K +2,805 New
LWM
1686
LJI Wealth Management
Indiana
$219K – – –
CNB
1687
Camden National Bank
Maine
$219K +$219K +2,792 New
BWP
1688
Bernardo Wealth Planning
Pennsylvania
$217K +$1.26K +16 +0.6%
KFGK
1689
Keystone Financial Group (Kentucky)
Kentucky
$216K -$3.22K -41 -1%
HIC
1690
Holderness Investments Company
North Carolina
$216K – – –
TPWA
1691
TRUE Private Wealth Advisors
Oregon
$216K -$20.4K -260 -9%
BFA
1692
Beaumont Financial Advisors
Massachusetts
$215K +$3.14K +40 +1%
PDL
1693
Portfolio Design Labs
California
$215K +$216K +2,749 New
ST
1694
Smithfield Trust
Pennsylvania
$214K -$74.1K -944 -26%
SPWM
1695
Straight Path Wealth Management
Michigan
$214K – – –
TW
1696
Traveka Wealth
California
$213K +$214K +2,724 New
AA
1697
Auxano Advisors
Washington
$213K +$314 +4 +0.1%
TBWA
1698
Three Bridge Wealth Advisors
California
$213K -$15.8K -201 -7%
FMP
1699
Financial Management Professionals
Texas
$213K +$6.28K +80 +3%
WWP
1700
Waypoint Wealth Partners
California
$212K – – –
66 67
68
69 70