We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1801
Capital Advisors Ltd
Ohio
$84K -$1.1K -14 -1%
OWP
1802
ORG Wealth Partners
Texas
$83.5K -$52.5K -669 -38%
NC
1803
North Capital
Utah
$82.9K +$83K +1,058 New
SIS
1804
Sound Income Strategies
Florida
$81.1K -$2.2K -28 -3%
RA
1805
Rise Advisors
New York
$79.9K +$16.4K +209 +26%
DWM
1806
Darwin Wealth Management
Florida
$76.9K – – –
VWA
1807
VSM Wealth Advisory
Maryland
$76.7K +$157 +2 +0.2%
AF
1808
Advisornet Financial
Minnesota
$75.7K +$11.5K +147 +18%
LCM
1809
Logan Capital Management
Pennsylvania
$75.1K – – –
GK
1810
Graney & King
New York
$72.6K – – –
MAM
1811
Meeder Asset Management
Ohio
$72.4K +$42.1K +537 +138%
EF
1812
Elite Financial
Idaho
$70K +$70.6K +900 New
TFA
1813
Toth Financial Advisory
Virginia
$68.1K – – –
VWWMG
1814
Vermillion & White Wealth Management Group
Pennsylvania
$67.9K -$3.22K -41 -5%
SIM
1815
Synergy Investment Management
Florida
$67.2K +$78 +1 +0.1%
PW
1816
Pandora Wealth
Illinois
$66.9K +$67K +854 New
BWM
1817
Bullock Wealth Management
Indiana
$66.7K -$210K -2,672 -76%
DCM
1818
Disciplina Capital Management
Tennessee
$65.7K -$58.4K -744 -47%
TCM
1819
TruNorth Capital Management
Michigan
$65.3K +$65.5K +834 New
HCM
1820
Hollencrest Capital Management
California
$63.4K – – –
PPA
1821
Painted Porch Advisors
California
$60.7K – – –
MTIC
1822
Missouri Trust & Investment Company
Missouri
$60.6K – – –
WT
1823
Washington Trust
Rhode Island
$59.8K +$2.51K +32 +4%
NC
1824
NewSquare Capital
Pennsylvania
$59.6K +$50.6K +645 +556%
IWP
1825
IAG Wealth Partners
Wisconsin
$55.2K – – –
71 72
73
74 75