We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1826
WealthShield Partners
North Carolina
$276K -$687 -7 -0.2%
BWP
1827
Bernardo Wealth Planning
Pennsylvania
$276K +$687 +7 +0.2%
TF
1828
Tompkins Financial
New York
$275K -$15.2K -155 -5%
SW
1829
SteelPeak Wealth
California
$275K +$27.6K +281 +11%
SLC
1830
Second Line Capital
Louisiana
$274K +$293K +2,990 New
WA1
1831
Wimmer Associates 1
California
$273K -$1.37K -14 -0.5%
SWM
1832
Stockman Wealth Management
Montana
$273K -$3.43K -35 -1%
SWMG
1833
Signature Wealth Management Group
Georgia
$272K -$5.79K -59 -2%
TW
1834
Traveka Wealth
California
$271K -$14.1K -144 -5%
FBFS
1835
First Business Financial Services
Wisconsin
$271K – – –
LA
1836
Lifeworks Advisors
Michigan
$269K -$14.1K -144 -5%
ZIM
1837
Zacks Investment Management
Illinois
$269K -$200K -2,036 -42%
CFS
1838
CRA Financial Services
New Jersey
$268K -$8.93K -91 -3%
CVA
1839
Central Valley Advisors
California
$267K – – –
AWS
1840
Arkfeld Wealth Strategies
Nebraska
$266K +$588 +6 +0.2%
PL
1841
Plancorp LLC
Missouri
$266K +$50.4K +514 +22%
HT
1842
Headlands Technologies
Illinois
$266K -$6.78M -69,103 -96%
TVPW
1843
Third View Private Wealth
Connecticut
$265K +$73.3K +747 +36%
AC
1844
Apella Capital
Connecticut
$264K +$281K +2,864 New
PB
1845
Pinnacle Bancorp
Nebraska
$264K – – –
BAM
1846
Boyar Asset Management
New York
$264K -$9.81K -100 -3%
FWP
1847
FAS Wealth Partners
Kansas
$263K +$17.9K +183 +7%
RPWA
1848
Regent Peak Wealth Advisors
Georgia
$261K -$44.2K -451 -14%
MA
1849
MJP Associates
Connecticut
$261K -$437K -4,455 -62%
PMFA
1850
Plante Moran Financial Advisors
Michigan
$260K -$288K -2,932 -51%
72 73
74
75 76