We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
2026
Fortitude Family Office
Arizona
$99.6K +$32.6K +357 +49%
C
2027
Covestor
United Kingdom
$98K -$7.3K -80 -7%
CAL
2028
Capital Advisors Ltd
Ohio
$98K – – –
WIM
2029
Westside Investment Management
California
$97.4K – – –
LC
2030
Lavaca Capital
Texas
$96.2K +$365 +4 +0.4%
DWM
2031
Darwin Wealth Management
Florida
$96K +$91 +1 +0.1%
CFFP
2032
Center for Financial Planning
Michigan
$94.1K – – –
TC
2033
Toews Corporation
New Jersey
$92.3K +$91.2K +1,000 New
HIIFS
2034
Harel Insurance Investments & Financial Services
Israel
$92K +$91.2K +1,000 New
VWA
2035
VSM Wealth Advisory
Maryland
$91.2K +$182 +2 +0.2%
GSWM
2036
Golden State Wealth Management
California
$86.4K +$21.1K +231 +33%
CCA
2037
Catalyst Capital Advisors
New York
$86.3K -$1.46K -16 -2%
AF
2038
Align Financial
Minnesota
$85.9K – – –
KAM
2039
KEB Asset Management
Illinois
$84.6K +$83.6K +917 New
HWP
2040
Highline Wealth Partners
California
$82.6K +$44.4K +487 +119%
CPG
2041
Cornerstone Planning Group
New Jersey
$80.2K -$2.55K -28 -3%
BWS
2042
Buck Wealth Strategies
Colorado
$77K +$76.1K +835 New
HCM
2043
Hollencrest Capital Management
California
$74.7K – – –
BHWM
2044
Beaird Harris Wealth Management
Texas
$74K +$36.4K +399 +99%
SEP
2045
Signature Equity Partners
Ohio
$72.2K -$10.9K -119 -13%
CBT
2046
CoreFirst Bank & Trust
Kansas
$72.2K -$7.3K -80 -9%
SRCM
2047
Signature Resources Capital Management
California
$72.1K – – –
SWA
2048
Strategic Wealth Advisors
Arizona
$71K – – –
HAP
2049
Harbor Asset Planning
Massachusetts
$70.8K +$274 +3 +0.4%
DCM
2050
Disciplina Capital Management
Tennessee
$70.7K +$274 +3 +0.4%
80 81
82
83 84