We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2101
Godfrey Financial Associates
New York
$71.8K +$68.2K +719 New
SWA
2102
Strategic Wealth Advisors
Arizona
$71K +$68.3K +720 New
GSWM
2103
Golden State Wealth Management
California
$70.5K – – –
PWAM
2104
Private Wealth Asset Management
Iowa
$70.4K – – –
FMB
2105
Field & Main Bank
Kentucky
$69.9K – – –
CA
2106
Crewe Advisors
Utah
$69.5K +$1.14K +12 +2%
KFP
2107
Kerr Financial Planning
California
$68.1K -$23.9K -252 -27%
DAM
2108
Delta Asset Management
Tennessee
$66.5K +$95 +1 +0.2%
KAS
2109
Kemnay Advisory Services
New York
$66.4K +$63.1K +665 New
MMG
2110
Monetary Management Group
Missouri
$64.9K – – –
WA
2111
WPG Advisers
Maryland
$64.8K -$3.51K -37 -5%
AWA
2112
Acumen Wealth Advisors
Tennessee
$64.8K +$61.6K +649 New
TCM
2113
Tradewinds Capital Management
Washington
$64.6K +$2.47K +26 +4%
GTAM
2114
Global Trust Asset Management
Florida
$61.3K -$137K -1,447 -70%
FFO
2115
Fortitude Family Office
Arizona
$61K – – –
PWA
2116
Physician Wealth Advisors
Utah
$60.5K +$4.65K +49 +9%
GWP
2117
Gen-Wealth Partners
Michigan
$60K – – –
GC
2118
Gould Capital
Washington
$59.9K – – –
NSIM
2119
North Star Investment Management
Illinois
$58.5K +$8.16K +86 +17%
BAM
2120
Byrne Asset Management
New Jersey
$57.8K +$5.41K +57 +11%
FCAS
2121
First Command Advisory Services
Texas
$57.7K +$50.1K +528 +1,056%
B
2122
Bayban
Minnesota
$57.6K +$54.7K +577 New
CWA
2123
Carolina Wealth Advisors
South Carolina
$56.4K – – –
CIEC
2124
Crédit Industriel et Commercial
France
$55.5K +$52.7K +555 New
CWP
2125
Clark Wealth Partners
Illinois
$55.1K – – –
83 84
85
86 87