We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
2051
West Branch Capital
Massachusetts
$27.4K +$27.2K +287 New
AW
2052
Avion Wealth
Texas
$27K +$4.18K +44 +18%
RWM
2053
RMG Wealth Management
Wisconsin
$26.9K – – –
PGAM
2054
Princeton Global Asset Management
New Jersey
$26.6K – – –
AWM
2055
Abound Wealth Management
Tennessee
$26.2K +$949 +10 +4%
SHIM
2056
Stone House Investment Management
Pennsylvania
$25.2K +$664 +7 +3%
RF
2057
Robinswood Financial
Washington
$25K – – –
FCG
2058
Financial Connections Group
California
$25K -$94.9K -1,000 -79%
LCM
2059
Logan Capital Management
Pennsylvania
$24.4K – – –
GCM
2060
Gables Capital Management
Florida
$23.8K – – –
GA
2061
Guerra Advisors
Florida
$23.1K +$23K +242 New
VFM
2062
Vision Financial Markets
Connecticut
$23.1K – – –
TCM
2063
TD Capital Management
Tennessee
$22.8K +$95 +1 +0.4%
NWM
2064
Nova Wealth Management
Florida
$22.7K – – –
LFASL
2065
Lugano Financial Advisors SA (LFA)
Switzerland
$22.4K – – –
SL
2066
Salomon & Ludwin
Virginia
$22.4K -$949 -10 -4%
RF
2067
Roxbury Financial
New Jersey
$21.7K – – –
TIM
2068
Tortoise Investment Management
New York
$21.5K +$1.99K +21 +10%
VWM
2069
Vermillion Wealth Management
Minnesota
$21.5K +$2.37K +25 +13%
POIA
2070
Pin Oak Investment Advisors
Texas
$21.4K – – –
HC
2071
Hurley Capital
New York
$21.3K – – –
OAJ
2072
Ogorek Anthony Joseph
New York
$21K +$759 +8 +4%
MWM
2073
Mascoma Wealth Management
New Hampshire
$20.7K – – –
HFS
2074
Horizon Financial Services
North Carolina
$20.4K – – –
BBPWM
2075
Blue Bell Private Wealth Management
Pennsylvania
$20.3K +$7.21K +76 +55%
81 82
83
84 85