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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SC
2026
Steph & Co
Wisconsin
$36.9K +$15.7K +165 +75%
CWM
2027
Cranbrook Wealth Management
Michigan
$36.3K
MAM
2028
Meeder Asset Management
Ohio
$35.3K -$64.7K -682 -65%
HHMI
2029
Howard Hughes Medical Institute
Maryland
$35K -$95 -1 -0.3%
WOC
2030
West Oak Capital
California
$34.4K +$128K +1,350 +4%
RWA
2031
Redmont Wealth Advisors
Illinois
$34.2K
NFSG
2032
Newbridge Financial Services Group
Florida
$34.1K +$23.7K +250 +234%
MSG
2033
Main Street Group
Virginia
$33.6K
HC
2034
Hoese & Co
Minnesota
$33.6K
GWSG
2035
GPS Wealth Strategies Group
Colorado
$32.7K
PWMG
2036
Private Wealth Management Group
New Jersey
$31.6K
AIA
2037
Aventus Investment Advisors
Florida
$31.5K
GEA
2038
Glen Eagle Advisors
New Jersey
$31K +$10.3K +108 +50%
BI
2039
Binnacle Investments
Iowa
$30.6K
VWA
2040
Valued Wealth Advisors
Utah
$30.1K +$759 +8 +3%
RWM
2041
Raffa Wealth Management
District of Columbia
$29.9K +$3.04K +32 +11%
AT
2042
Arlington Trust
Alabama
$29.7K +$9.49K +100 +47%
AFG
2043
Albion Financial Group
Utah
$29.6K
AWM
2044
Accredited Wealth Management
Kentucky
$29.6K +$92.5K +975 +315%
BGA
2045
Battery Global Advisors
Massachusetts
$28.7K +$95 +1 +0.3%
RA
2046
Ransom Advisory
Rhode Island
$28.6K
BAM
2047
Bellevue Asset Management
Washington
$28K +$95 +1 +0.3%
Kayne Anderson Rudnick Investment Management
2048
Kayne Anderson Rudnick Investment Management
California
$27.6K +$1.42K +15 +5%
WBC
2049
West Branch Capital
Massachusetts
$27.4K +$27.2K +287 New
AW
2050
Avion Wealth
Texas
$27K +$4.18K +44 +18%