We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2126
Byrne Asset Management
New Jersey
$31.7K -$14.6K -160 -32%
FFA
2127
Frazier Financial Advisors
Ohio
$31.6K +$6.38K +70 +26%
FDW
2128
Fourth Dimension Wealth
Ohio
$31.6K +$12.9K +142 +71%
SC
2129
Steph & Co
Wisconsin
$31K -$15.2K -167 -33%
NAMP
2130
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$30.6K +$27.4K +300 New
AIA
2131
Aventus Investment Advisors
Florida
$30.4K – – –
AW
2132
Avion Wealth
Texas
$30K +$2.46K +27 +9%
MAM
2133
Meeder Asset Management
Ohio
$30K +$4.38K +48 +17%
PWA
2134
Physician Wealth Advisors
Utah
$29.8K -$24.2K -265 -45%
AFG
2135
Albion Financial Group
Utah
$28.6K -$912 -10 -3%
PWMG
2136
Prestige Wealth Management Group
New Jersey
$28.2K +$9.21K +101 +49%
BGA
2137
Battery Global Advisors
Massachusetts
$28K +$91 +1 +0.3%
SHIM
2138
Stone House Investment Management
Pennsylvania
$27.7K +$182 +2 +0.7%
PGAM
2139
Princeton Global Asset Management
New Jersey
$27.3K +$1.55K +17 +6%
BAM
2140
Bellevue Asset Management
Washington
$27.3K +$91 +1 +0.3%
CFM
2141
Compass Financial Management
Florida
$27K +$26.7K +293 New
DWM
2142
Dogwood Wealth Management
Kansas
$27K -$5.11K -56 -16%
BFS
2143
Beacon Financial Strategies
North Carolina
$26.9K – – –
GA
2144
GoalVest Advisory
New York
$26.3K +$456 +5 +2%
PPC
2145
Park Place Capital
Alabama
$25.9K -$365 -4 -1%
AT
2146
Arlington Trust
Alabama
$25.3K – – –
CFG
2147
CKW Financial Group
Hawaii
$25K +$23.3K +256 New
JGCM
2148
Joseph Group Capital Management
Ohio
$24.6K -$2.74K -30 -10%
RF
2149
Robinswood Financial
Washington
$24.4K +$91 +1 +0.4%
MAS
2150
MPWM Advisory Solutions
Georgia
$24.3K – – –
84 85
86
87 88