We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1751
Fort Point Capital Partners
California
$300K -$12K -132 -4%
S
1752
Sunpointe
Missouri
$300K -$249K -2,729 -46%
FMP
1753
Financial Management Professionals
Texas
$299K -$4.65K -51 -2%
SFO
1754
Stokes Family Office
Louisiana
$298K -$317K -3,476 -52%
AIM
1755
Axiom Investment Management
New York
$298K +$91 +1 +0%
AF
1756
Advisornet Financial
Minnesota
$298K +$153K +1,677 +108%
TPA
1757
Trivium Point Advisory
Connecticut
$298K +$67K +735 +29%
MFGM
1758
Marshall Financial Group (Maryland)
Maryland
$298K +$10K +110 +4%
TWM
1759
Thrive Wealth Management
Pennsylvania
$297K -$18.9K -207 -6%
LA
1760
LM Advisors
California
$297K +$270K +2,963 +935%
LPT
1761
Legacy Private Trust
Wisconsin
$296K – – –
AA
1762
Acorns Advisers
California
$296K +$47.3K +519 +19%
VAMG
1763
Voisard Asset Management Group
Michigan
$295K -$22.7K -249 -7%
SWM
1764
SeaCrest Wealth Management
New York
$295K -$444K -4,868 -60%
AWAG
1765
ARS Wealth Advisors Group
Florida
$294K -$9.3K -102 -3%
JFGLC
1766
Johnson Financial Group LLC (Colorado)
Colorado
$294K +$290K +3,182 New
TWM
1767
Tradition Wealth Management
Minnesota
$293K +$8.39K +92 +3%
OC
1768
Oarsman Capital
Wisconsin
$293K -$11.2K -123 -4%
WRPWM
1769
Werba Rubin Papier Wealth Management
California
$292K -$68.5K -751 -19%
BWA
1770
Blodgett Wealth Advisors
California
$292K – – –
WPP
1771
Whalerock Point Partners
Rhode Island
$292K – – –
JTWM
1772
Jackson Thornton Wealth Management
Alabama
$292K +$288K +3,163 New
RMAM
1773
Raab & Moskowitz Asset Management
New Jersey
$291K – – –
AC
1774
Apella Capital
Connecticut
$291K -$730 -8 -0.3%
AW
1775
Alteri Wealth
California
$291K -$6.29K -69 -2%
69 70
71
72 73