We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1876
EWA LLC
Pennsylvania
$246K +$51.5K +525 +25%
TC
1877
TFR Capital
Texas
$246K +$4.71K +48 +2%
IHL
1878
Investment House LLC
California
$246K – – –
SB
1879
Strategic Blueprint
Georgia
$246K +$15.3K +156 +6%
MFS
1880
Mirabella Financial Services
United Kingdom
$245K -$81.4K -830 -24%
CIS
1881
Capital International Sarl
California
$245K +$256K +2,608 New
EV
1882
EJMK Ventures
Illinois
$244K +$49.9K +509 +24%
DT
1883
DV Trading
Illinois
$244K +$167K +1,700 +189%
FHA
1884
Flagship Harbor Advisors
Massachusetts
$244K -$18.1K -185 -7%
OW
1885
Olistico Wealth
Oklahoma
$244K +$98 +1 +0%
GKIM
1886
GW&K Investment Management
Massachusetts
$244K +$4.71K +48 +2%
MCWA
1887
Meadow Creek Wealth Advisors
Georgia
$244K +$254K +2,593 New
OA
1888
Oasis Advisors
Iowa
$244K +$255K +2,596 New
CFD
1889
Creative Financial Designs
Indiana
$243K +$7.36K +75 +3%
TW
1890
TritonPoint Wealth
Maryland
$243K +$33.2K +339 +15%
LTAS
1891
Linden Thomas Advisory Services
North Carolina
$243K -$6.67K -68 -3%
GCP
1892
GSA Capital Partners
United Kingdom
$242K -$893K -9,101 -78%
EWP
1893
Elevation Wealth Partners
California
$242K +$7.36K +75 +3%
RIA
1894
Regal Investment Advisors
Michigan
$242K +$252K +2,573 New
JCM
1895
Jacobi Capital Management
Pennsylvania
$241K +$252K +2,570 New
FOA
1896
Five Oceans Advisors
California
$241K -$588 -6 -0.2%
SWASL
1897
Spartan Wealth Advisory Services LLC
Michigan
$241K +$251K +2,563 New
GAFA
1898
Garton & Associates Financial Advisors
Kentucky
$241K +$294 +3 +0.1%
VA
1899
Valmark Advisers
Ohio
$240K +$251K +2,556 New
MSFS
1900
Main Street Financial Solutions
Pennsylvania
$240K -$342K -3,490 -58%
74 75
76
77 78