We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1801
Reston Wealth Management
Virginia
$6.48K +$6.57K +100 New
GFPC
1802
Global Financial Private Client
Florida
$6.16K +$5.19K +79 +494%
HGERS
1803
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
ANBT
1804
American National Bank & Trust
Texas
$5.83K – – –
CTWM
1805
Cherry Tree Wealth Management
Minnesota
$5.65K – – –
FDCP
1806
Foster Dykema Cabot & Partners
Massachusetts
$5.38K -$6.24K -95 -53%
GWSA
1807
Global Wealth Strategies & Associates
Colorado
$5.38K +$5.45K +83 New
AW
1808
Avion Wealth
Texas
$5K -$1.97K -30 -25%
DPW
1809
DiNuzzo Private Wealth
Pennsylvania
$4.93K -$66 -1 -1%
GTAM
1810
Global Trust Asset Management
Florida
$4.6K -$6.57K -100 -58%
TFM
1811
TFC Financial Management
Massachusetts
$4.35K -$25K -380 -85%
FUBT
1812
First United Bank & Trust
Maryland
$4.21K – – –
WWM
1813
Wolff Wiese Magana
California
$4.04K +$1.71K +26 +72%
JGIA
1814
Jackson Grant Investment Advisers
Connecticut
$4.02K – – –
EBA
1815
Eagle Bay Advisors
New York
$3.89K – – –
FCAS
1816
First Command Advisory Services
Texas
$3.56K +$3.61K +55 New
PAG
1817
Paladin Advisory Group
Iowa
$3.37K – – –
SC
1818
SouthState Corp
Florida
$3.37K – – –
CPA
1819
Clear Point Advisors
New York
$3.32K – – –
BHWM
1820
Bay Harbor Wealth Management
Maryland
$3.32K – – –
T
1821
Tidemark
California
$3.31K – – –
PCWA
1822
Pacific Capital Wealth Advisors
California
$3.24K -$13.5K -206 -80%
HFS
1823
HBC Financial Services
Washington
$3K – – –
BSB
1824
Bangor Savings Bank
Maine
$2.98K +$3.02K +46 New
WCM
1825
Westend Capital Management
California
$2.92K – – –
71 72
73
74 75