We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1801
Sound Income Strategies
Florida
$81.1K -$2.2K -28 -3%
RA
1802
Rise Advisors
New York
$79.9K +$16.4K +209 +26%
DWM
1803
Darwin Wealth Management
Florida
$76.9K – – –
VWA
1804
VSM Wealth Advisory
Maryland
$76.7K +$157 +2 +0.2%
AF
1805
Advisornet Financial
Minnesota
$75.7K +$11.5K +147 +18%
LCM
1806
Logan Capital Management
Pennsylvania
$75.1K – – –
GK
1807
Graney & King
New York
$72.6K – – –
MAM
1808
Meeder Asset Management
Ohio
$72.4K +$42.1K +537 +138%
EF
1809
Elite Financial
Idaho
$70K +$70.6K +900 New
TFA
1810
Toth Financial Advisory
Virginia
$68.1K – – –
VWWMG
1811
Vermillion & White Wealth Management Group
Pennsylvania
$67.9K -$3.22K -41 -5%
SIM
1812
Synergy Investment Management
Florida
$67.2K +$78 +1 +0.1%
PW
1813
Pandora Wealth
Illinois
$66.9K +$67K +854 New
DCM
1814
Disciplina Capital Management
Tennessee
$65.7K -$58.4K -744 -47%
TCM
1815
TruNorth Capital Management
Michigan
$65.3K +$65.5K +834 New
HCM
1816
Hollencrest Capital Management
California
$63.4K – – –
PPA
1817
Painted Porch Advisors
California
$60.7K – – –
MTIC
1818
Missouri Trust & Investment Company
Missouri
$60.6K – – –
WT
1819
Washington Trust
Rhode Island
$59.8K +$2.51K +32 +4%
NC
1820
NewSquare Capital
Pennsylvania
$59.6K +$50.6K +645 +556%
IWP
1821
IAG Wealth Partners
Wisconsin
$55.2K – – –
FMB
1822
Field & Main Bank
Kentucky
$54.8K – – –
PC
1823
Promus Capital
Illinois
$54.8K – – –
WA
1824
Whipplewood Advisors
Colorado
$53.8K +$1.76M +22,453 +3,604%
SCB
1825
Saudi Central Bank
Saudi Arabia
$53.1K +$53.2K +678 New
71 72
73
74 75