We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2276
Evolution Wealth Management
Florida
$5.89K +$5.22K +55 +1,375%
1NWS
2277
1 North Wealth Services
Maryland
$5.7K – – –
WA
2278
WestEnd Advisors
North Carolina
$5.5K +$1.52K +16 +41%
RWM
2279
Rialto Wealth Management
New York
$5.4K +$285 +3 +6%
HIA
2280
HFM Investment Advisors
New Jersey
$5.3K +$2.66K +28 +112%
DSC
2281
Duncker Streett & Co
Missouri
$5.29K – – –
WW
2282
Winnow Wealth
Texas
$5.2K – – –
PAG
2283
Paladin Advisory Group
Iowa
$5.2K – – –
KFG
2284
Kingdom Financial Group
Arizona
$5.11K +$4.84K +51 New
T
2285
Tidemark
California
$5.09K – – –
1CP
2286
1015 Capital Partners
Pennsylvania
$5.09K +$4.84K +51 New
OCM
2287
Orion Capital Management
California
$5K +$4.74K +50 New
RJA
2288
Ross\Johnson & Associates
Minnesota
$4.8K +$379 +4 +9%
PS
2289
PayPay Securities
Japan
$4.7K +$759 +8 +21%
ECA
2290
Elevated Capital Advisors
Utah
$4.7K +$4.46K +47 New
LWMI
2291
Legacy Wealth Management (Idaho)
Idaho
$4.7K +$4.46K +47 New
BSB
2292
Bangor Savings Bank
Maine
$4.6K – – –
TBFA
2293
Three Bearings Fiduciary Advisors
New Hampshire
$4.16K +$3.79K +40 New
HI
2294
Hoey Investments
Pennsylvania
$3.9K – – –
GWM
2295
Greenline Wealth Management
Florida
$3.7K +$3.51K +37 New
MW
2296
Merited Wealth
Florida
$3.7K +$3.51K +37 New
BWM
2297
Benson Wealth Management
Tennessee
$3.5K +$3.32K +35 New
1IA
2298
1620 Investment Advisors
Massachusetts
$3.3K – – –
QWM
2299
Quaker Wealth Management
New Jersey
$3.2K +$3.04K +32 New
STB
2300
S&T Bank
Pennsylvania
$3.2K -$2.75K -29 -48%
90 91
92
93 94