We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1826
Waypoint Wealth Counsel
Georgia
$286K +$13.9K +146 +5%
VCA
1827
Verdence Capital Advisors
Maryland
$285K -$664 -7 -0.2%
DOA
1828
D'Orazio & Associates
Virginia
$284K +$26.3K +277 +11%
CVA
1829
Central Valley Advisors
California
$284K – – –
CCG
1830
Cypress Capital Group
Florida
$282K -$95 -1 -0%
WCM
1831
Wedge Capital Management
North Carolina
$281K -$14.6K -154 -5%
PB
1832
Pinnacle Bancorp
Nebraska
$281K – – –
XT
1833
XTX Topco
Cayman Islands
$281K -$869K -9,159 -77%
TWM
1834
Thrive Wealth Management
Pennsylvania
$281K -$2.85K -30 -1%
HC
1835
Hamilton Capital
Ohio
$279K +$265K +2,793 New
FHA
1836
Flagship Harbor Advisors
Massachusetts
$278K -$25.9K -273 -9%
MWM
1837
MOR Wealth Management
Pennsylvania
$278K +$264K +2,778 New
PHWM
1838
Pine Harbor Wealth Management
Maryland
$276K – – –
OFO
1839
OneAscent Family Office
Alabama
$276K +$262K +2,763 New
SGK
1840
Steigerwald Gordon & Koch
Virginia
$275K -$4.84K -51 -2%
BWM
1841
BNB Wealth Management
Maryland
$275K +$261K +2,749 New
CA
1842
Claro Advisors
Massachusetts
$275K +$759 +8 +0.3%
CIA
1843
Caerus Investment Advisors
Texas
$274K -$155K -1,630 -37%
SMA
1844
Seven Mile Advisory
New Jersey
$273K -$84.5K -891 -25%
SB
1845
Sunflower Bank
Texas
$273K +$2.18K +23 +0.8%
WHCI
1846
W.H. Cornerstone Investments
Massachusetts
$271K +$664 +7 +0.3%
EWS
1847
Evergreen Wealth Solutions
Pennsylvania
$271K +$257K +2,708 New
AWS
1848
Arkfeld Wealth Strategies
Nebraska
$270K +$569 +6 +0.2%
FWA
1849
FSM Wealth Advisors
Ohio
$269K +$10.2K +107 +4%
LBC
1850
Leigh Baldwin & Co
New York
$268K +$20.9K +220 +9%
72 73
74
75 76