We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1776
Synergy Investment Management
Florida
$63.4K +$64.1K +857 New
VWM
1777
Venturi Wealth Management
Texas
$63.3K +$18.6K +248 +41%
GSWM
1778
Golden State Wealth Management
California
$61.7K +$62.4K +834 New
AF
1779
Advisornet Financial
Minnesota
$60.7K -$6.29K -84 -9%
RA
1780
Rise Advisors
New York
$60.1K -$599 -8 -1%
HCM
1781
Hollencrest Capital Management
California
$59.9K – – –
MMG
1782
Monetary Management Group
Missouri
$59.2K – – –
CCA
1783
Criterion Capital Advisors
Tennessee
$58.8K – – –
HFS
1784
Hantz Financial Services
Michigan
$58K – – –
PPA
1785
Painted Porch Advisors
California
$57.4K – – –
MTIC
1786
Missouri Trust & Investment Company
Missouri
$57.3K +$29.6K +396 +105%
WT
1787
Washington Trust
Rhode Island
$54.2K -$8.16K -109 -13%
RIA
1788
Realta Investment Advisors
Delaware
$54K +$51.9K +694 +2,239%
FFA
1789
Founders Financial Alliance
North Carolina
$53.5K +$75 +1 +0.1%
WA
1790
WPG Advisers
Maryland
$52.9K +$53.5K +715 New
IWP
1791
IAG Wealth Partners
Wisconsin
$52.2K – – –
FMB
1792
Field & Main Bank
Kentucky
$51.8K – – –
PC
1793
Promus Capital
Illinois
$51.8K +$52.4K +700 New
HCA
1794
Heck Capital Advisors
Wisconsin
$49.8K +$50.4K +673 New
KHC
1795
Koesten Hirschmann & Crabtree
Kansas
$48.8K – – –
WPA
1796
West Paces Advisors
Georgia
$48.5K – – –
SRCM
1797
Signature Resources Capital Management
California
$47K – – –
CA
1798
Crewe Advisors
Utah
$46.6K -$17.4K -232 -27%
WA
1799
Whipplewood Advisors
Colorado
$46.1K +$46.6K +623 New
GJIA
1800
Glass Jacobson Investment Advisors
Maryland
$45.6K – – –
70 71
72
73 74