We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1926
Proathlete Wealth Management
Florida
$117K -$949 -10 -0.8%
SAM
1927
Sherman Asset Management
California
$116K – – –
DCM
1928
Davis Capital Management
Florida
$115K +$115K +1,208 New
DWS
1929
Dynamic Wealth Strategies
California
$115K -$9.4K -99 -8%
FMII
1930
Farmers & Merchants Investments Inc
Nebraska
$114K – – –
HWA
1931
Heartwood Wealth Advisors
Virginia
$114K +$113K +1,191 New
CBT
1932
Crews Bank & Trust
Florida
$112K +$4.94K +52 +5%
VEA
1933
Virtus ETF Advisers
New York
$111K +$110K +1,160 New
IAS
1934
IMA Advisory Services
Colorado
$111K – – –
MEG
1935
Millstone Evans Group
Colorado
$110K – – –
TFA
1936
Transamerica Financial Advisors
Florida
$110K +$110K +1,155 New
PP
1937
Pacifica Partners
Canada
$108K +$2.85K +30 +3%
OIA
1938
Optimum Investment Advisors
Illinois
$105K – – –
C
1939
Covestor
United Kingdom
$104K -$3.13K -33 -3%
NC
1940
North Capital
Utah
$103K +$2.28K +24 +2%
CAL
1941
Capital Advisors Ltd
Ohio
$102K – – –
RA
1942
Rise Advisors
New York
$101K +$3.7K +39 +4%
PWMA
1943
Pension & Wealth Management Advisors
Massachusetts
$101K +$35.1K +370 +54%
CFFP
1944
Center for Financial Planning
Michigan
$99.3K +$25.6K +270 +35%
DWM
1945
Darwin Wealth Management
Florida
$99.2K – – –
WIM
1946
Westside Investment Management
California
$96K +$32.2K +339 +49%
MAM
1947
MMA Asset Management
Pennsylvania
$95.5K +$94.9K +1,000 New
SA
1948
Strategic Advocates
Utah
$95.5K +$94.9K +1,000 New
SIS
1949
Sound Income Strategies
Florida
$95.3K -$5.41K -57 -5%
VWA
1950
VSM Wealth Advisory
Maryland
$93.9K -$74.6K -786 -44%
76 77
78
79 80