We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2301
Merited Wealth
Florida
$3.7K +$3.51K +37 New
BWM
2302
Benson Wealth Management
Tennessee
$3.5K +$3.32K +35 New
1IA
2303
1620 Investment Advisors
Massachusetts
$3.3K – – –
QWM
2304
Quaker Wealth Management
New Jersey
$3.2K +$3.04K +32 New
STB
2305
S&T Bank
Pennsylvania
$3.2K -$2.75K -29 -48%
WPA
2306
Wealth Preservation Advisors
Tennessee
$3.1K +$285 +3 +11%
MAFA
2307
MJT & Associates Financial Advisory
Minnesota
$2.7K – – –
VR
2308
Vision Retirement
New Jersey
$2.7K +$2.56K +27 New
AP
2309
Aspect Partners
Virginia
$2.5K +$1.8K +19 +317%
FG
2310
Fairman Group
Pennsylvania
$2.3K -$2.18K -23 -50%
DFA
2311
DHJJ Financial Advisors
Illinois
$2.02K – – –
RWS
2312
Retirement Wealth Solutions
Wisconsin
$2K -$3.7K -39 -66%
LAS
2313
Lloyd Advisory Services
Georgia
$2K +$1.9K +20 New
RCM
2314
Raleigh Capital Management
North Carolina
$2K +$1.9K +20 New
DF
2315
DecisionPoint Financial
Arizona
$1.72K – – –
FDCP
2316
Foster Dykema Cabot & Partners
Massachusetts
$1.6K +$1.52K +16 New
RPA
2317
Redwood Park Advisors
California
$1.4K – – –
RWPA
2318
Richard W. Paul & Associates
Michigan
$1.3K +$1.23K +13 New
BW
2319
Basepoint Wealth
Iowa
$1.21K +$1.14K +12 New
EFMH
2320
E Fund Management (HK)
Hong Kong
$1.16K – – –
APW
2321
Atlantic Private Wealth
North Carolina
$1K +$949 +10 New
FPF
2322
First Pacific Financial
Washington
$900 +$569 +6 +200%
ORAM
2323
One River Asset Management
Connecticut
$799 +$759 +8 New
Q1WB
2324
Quest 10 Wealth Builders
Virginia
$705 – – –
NL
2325
NorthAvenue LLC
Ohio
$700 +$664 +7 New
91 92
93
94 95