We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1776
Ransom Advisory
Rhode Island
$22.1K +$22.2K +300 New
BWL
1777
Bogart Wealth LLC
Virginia
$21.6K -$28.1K -381 -56%
BHWM
1778
Beaird Harris Wealth Management
Texas
$21.5K – – –
BAM
1779
Bellevue Asset Management
Washington
$21.4K +$74 +1 +0.3%
TWD
1780
True Wealth Design
Ohio
$21.3K – – –
MWM
1781
Mascoma Wealth Management
New Hampshire
$20.9K +$9.82K +133 +89%
TCA
1782
Trifecta Capital Advisors
Illinois
$20.8K – – –
AEPWM
1783
Atlantic Edge Private Wealth Management
Florida
$20.4K – – –
SWM
1784
Sugarloaf Wealth Management
Georgia
$20.3K – – –
BBPWM
1785
Blue Bell Private Wealth Management
Pennsylvania
$19.9K – – –
PFA
1786
Pathway Financial Advisers
Indiana
$19.6K +$222 +3 +1%
BCMLT
1787
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.3K -$11.7K -159 -38%
RAM
1788
Riggs Asset Management
Pennsylvania
$19.2K +$886 +12 +5%
CSWM
1789
Cassady Schiller Wealth Management
Ohio
$19.1K – – –
FCG
1790
Financial Connections Group
California
$19K +$20K +271 New
AWM
1791
Abound Wealth Management
Tennessee
$19K -$1.03K -14 -5%
PCWA
1792
Pacific Capital Wealth Advisors
California
$18.9K +$18.9K +256 New
HWM
1793
HighMark Wealth Management
Minnesota
$18.4K +$2.07K +28 +13%
WTA
1794
Washington Trust Advisors
Massachusetts
$17.5K – – –
WIM
1795
Westside Investment Management
California
$16.6K – – –
GEA
1796
Glen Eagle Advisors
New Jersey
$16K +$11.4K +155 +250%
BFPW
1797
BOK Financial Private Wealth
Colorado
$15.8K – – –
AT
1798
Arlington Trust
Alabama
$15.5K – – –
BEI
1799
Benjamin Edwards Inc
Missouri
$15K – – –
PIS
1800
POM Investment Strategies
North Carolina
$15K +$15K +203 New
70 71
72
73 74