We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
1851
Dynamic Wealth Strategies
California
$247K +$96.5K +1,058 +65%
LPAM
1852
Lodestar Private Asset Management
California
$247K +$91 +1 +0%
SP
1853
Stonebrook Private
Michigan
$247K +$41K +450 +20%
BAM
1854
Boyar Asset Management
New York
$247K -$11.9K -130 -5%
CA
1855
Cache Advisors
California
$247K – – –
OPWM
1856
Oxinas Partners Wealth Management
Indiana
$247K +$274 +3 +0.1%
GIA
1857
Guyasuta Investment Advisors
Pennsylvania
$246K +$17.9K +196 +8%
OKSA
1858
O'Keefe Stevens Advisory
New York
$246K – – –
CF
1859
Convergence Financial
Missouri
$246K +$243K +2,662 New
LBC
1860
Leigh Baldwin & Co
New York
$245K -$1.82K -20 -0.7%
RPWA
1861
Regent Peak Wealth Advisors
Georgia
$245K -$11.3K -124 -4%
GKWIM
1862
Gerber Kawasaki Wealth & Investment Management
California
$245K +$242K +2,651 New
GS
1863
GTS Securities
Florida
$245K -$796K -8,732 -77%
GFG
1864
Greystone Financial Group
Michigan
$244K -$38.1K -418 -14%
BP
1865
Broadleaf Partners
Ohio
$244K – – –
AIA
1866
Allied Investment Advisors
Montana
$244K – – –
TPWA
1867
TRUE Private Wealth Advisors
Oregon
$243K -$638 -7 -0.3%
BHIA
1868
Birch Hill Investment Advisors
Massachusetts
$243K +$240K +2,630 New
IHL
1869
Investment House LLC
California
$241K – – –
LTAS
1870
Linden Thomas Advisory Services
North Carolina
$241K +$2.92K +32 +1%
ADL
1871
Asset Dedication LLC
California
$241K -$40K -439 -14%
TFA
1872
Transamerica Financial Advisors
Florida
$240K +$19.9K +218 +9%
MA
1873
MJP Associates
Connecticut
$240K -$15.6K -171 -6%
KC
1874
Knuff & Co
California
$240K +$173K +1,900 +271%
OW
1875
Olistico Wealth
Oklahoma
$240K +$91 +1 +0%
73 74
75
76 77