We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1951
Sound Income Strategies
Florida
$95.3K -$5.41K -57 -5%
VWA
1952
VSM Wealth Advisory
Maryland
$93.9K -$74.6K -786 -44%
GK
1953
Graney & King
New York
$88.6K – – –
CB
1954
Community Bank
New York
$87.6K +$87.1K +918 New
VWWMG
1955
Vermillion & White Wealth Management Group
Pennsylvania
$87K +$4.27K +45 +5%
KFP
1956
Kerr Financial Planning
California
$86.1K +$87K +917 New
CCA
1957
Catalyst Capital Advisors
New York
$83K -$46.6K -491 -36%
CBT
1958
CoreFirst Bank & Trust
Kansas
$82.3K – – –
PW
1959
Pandora Wealth
Illinois
$81.5K – – –
DCM
1960
Disciplina Capital Management
Tennessee
$80.6K +$190 +2 +0.2%
JSAM
1961
J. Safra Asset Management
New York
$77.8K +$8.83K +93 +13%
HCM
1962
Hollencrest Capital Management
California
$77.3K – – –
PPA
1963
Painted Porch Advisors
California
$74K – – –
HAP
1964
Harbor Asset Planning
Massachusetts
$72.5K +$190 +2 +0.3%
FFC
1965
First Financial Corp
Indiana
$71.6K -$14.8K -156 -17%
GF
1966
GGM Financials
Ohio
$71.2K +$70.8K +746 New
WA
1967
Westfuller Advisors
New York
$70.3K +$69.9K +736 New
MTIC
1968
Missouri Trust & Investment Company
Missouri
$70.2K – – –
SRCM
1969
Signature Resources Capital Management
California
$67.5K – – –
GSWM
1970
Golden State Wealth Management
California
$67.3K – – –
PWAM
1971
Private Wealth Asset Management
Iowa
$67.3K +$759 +8 +1%
FMB
1972
Field & Main Bank
Kentucky
$66.8K – – –
PC
1973
Promus Capital
Illinois
$66.8K – – –
BWM
1974
Bullock Wealth Management
Indiana
$65.9K +$95 +1 +0.1%
WA
1975
WPG Advisers
Maryland
$65.5K +$475 +5 +0.7%
77 78
79
80 81