We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2076
Partnership Wealth Management
Maryland
-$38.9K -600 Closed
Loomis, Sayles & Company
2077
Loomis, Sayles & Company
Massachusetts
-$36K -550 Closed
FIA
2078
FNY Investment Advisers
New York
-$32K -500 Closed
FCM
2079
Fourpath Capital Management
Oklahoma
-$31.2K -482 Closed
JIP
2080
Jaffetilchin Investment Partners
Florida
-$25.8K -399 Closed
CPA
2081
Capital Performance Advisors
California
-$24.8K -383 Closed
FAM
2082
Flaharty Asset Management
Florida
-$19K -293 Closed
SHIM
2083
Stone House Investment Management
Pennsylvania
-$17.4K -269 Closed
DCP
2084
DSM Capital Partners
Florida
-$16.7K -258 Closed
FNWA
2085
Financial Network Wealth Advisors
Utah
-$13.7K -211 Closed
CWM
2086
CarsonAllaria Wealth Management
Illinois
-$9.79K -151 Closed
GGI
2087
Godsey & Gibb Inc
Virginia
-$9.01K -139 Closed
HGERS
2088
Householder Group Estate & Retirement Specialist
Arizona
-$6K -102 Closed
RWM
2089
Reston Wealth Management
Virginia
-$6.48K -100 Closed
FDCP
2090
Foster Dykema Cabot & Partners
Massachusetts
-$5.38K -83 Closed
FCAS
2091
First Command Advisory Services
Texas
-$3.56K -55 Closed
CPA
2092
Clear Point Advisors
New York
-$3.32K -51 Closed
PCWA
2093
Pacific Capital Wealth Advisors
California
-$3.24K -50 Closed
PW
2094
Paladin Wealth
Minnesota
-$2.4K -37 Closed
CA
2095
Claris Advisors
Missouri
-$1.17K -18 Closed
PS
2096
Planned Solutions
California
-$1.09K -17 Closed
CWM
2097
Cedar Wealth Management
California
-$648 -10 Closed
EPW
2098
Evergreen Private Wealth
Colorado
-$130 -2 Closed