We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1751
Noesis Capital Mangement
Florida
$321K -$16.5K -168 -5%
SSA
1752
Sierra Summit Advisors
Nevada
$320K +$39.2K +400 +13%
FFA
1753
Fortune Financial Advisors
Kansas
$320K +$333K +3,400 New
ML
1754
McAdam LLC
Pennsylvania
$318K -$785 -8 -0.2%
IUHSA
1755
Itau Unibanco Holding S.A.
Brazil
$318K -$1.29M -13,180 -80%
FPCP
1756
Fort Point Capital Partners
California
$318K -$29.4K -300 -8%
CFA
1757
CWS Financial Advisors
Michigan
$317K +$883 +9 +0.3%
APG
1758
Abacus Planning Group
South Carolina
$317K -$25.3K -258 -7%
SIC
1759
Sigma Investment Counselors
Michigan
$316K – – –
AAS
1760
Annex Advisory Services
Wisconsin
$315K +$328K +3,349 New
FMWA
1761
Forvis Mazars Wealth Advisors
Missouri
$314K +$5.2K +53 +2%
LF
1762
Lantz Financial
Illinois
$314K +$9.61K +98 +3%
QA
1763
Quattro Advisors
Pennsylvania
$312K +$104K +1,061 +47%
TCM
1764
Teza Capital Management
Illinois
$311K +$324K +3,305 New
OC
1765
Oarsman Capital
Wisconsin
$310K +$15.1K +154 +5%
MO
1766
McMillan Office
Michigan
$310K – – –
CCM
1767
Canal Capital Management
Virginia
$310K -$19.3K -197 -6%
AWAG
1768
ARS Wealth Advisors Group
Florida
$309K -$4.9K -50 -1%
WF
1769
Wayfinding Financial
Washington
$309K +$5.69K +58 +2%
FMP
1770
Financial Management Professionals
Texas
$309K +$18.5K +189 +6%
WW
1771
Westshore Wealth
California
$309K -$7.26K -74 -2%
FNB
1772
Farmers National Bank
Kentucky
$308K +$322K +3,282 New
IF
1773
Integrity Financial
Wyoming
$308K +$322K +3,281 New
BC
1774
Brio Consultants
California
$308K +$16.2K +165 +5%
WCM
1775
Wedge Capital Management
North Carolina
$307K +$44.9K +458 +16%
69 70
71
72 73