We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
2376
Little House Capital
Massachusetts
– -$300K -3,144 Closed
CWS
2377
Confluence Wealth Services
Pennsylvania
– -$274K -2,871 Closed
CA
2378
CGN Advisors
Kansas
– -$263K -2,758 Closed
DLA
2379
Douglas Lane & Associates
New York
– -$252K -2,637 Closed
LFG
2380
Lazard Frères Gestion
France
– -$250K -2,625 Closed
SFB
2381
STAR Financial Bank
Indiana
– -$241K -2,521 Closed
BOSSRA
2382
B.O.S.S. Retirement Advisors
Utah
– -$241K -2,520 Closed
LIA
2383
Limestone Investment Advisors
New York
– -$235K -2,460 Closed
TFS
2384
Thoroughbred Financial Services
Tennessee
– -$231K -2,426 Closed
BC
2385
Bayforest Capital
United Kingdom
– -$230K -2,408 Closed
FA
2386
Fountainhead AM
New Jersey
– -$222K -2,327 Closed
NL
2387
NWAM LLC
Washington
– -$214K -2,251 Closed
AC
2388
Apella Capital
Connecticut
– -$205K -2,200 Closed
AGC
2389
Aspen Grove Capital
Colorado
– -$204K -2,135 Closed
NCM
2390
Northwest Capital Management
Oregon
– -$120K -1,253 Closed
WAS
2391
Wesleyan Assurance Society
United Kingdom
– -$119K -1,250 Closed
HWA
2392
Heartwood Wealth Advisors
Virginia
– -$114K -1,191 Closed
NC
2393
North Capital
Utah
– -$103K -1,083 Closed
RA
2394
Rise Advisors
New York
– -$101K -1,063 Closed
MAM
2395
MMA Asset Management
Pennsylvania
– -$95.5K -1,000 Closed
PPA
2396
Painted Porch Advisors
California
– -$74K -775 Closed
KHC
2397
Koesten Hirschmann & Crabtree
Kansas
– -$62.9K -659 Closed
FLP
2398
Financial Life Planners
Arizona
– -$59.3K -621 Closed
JWM
2399
JPL Wealth Management
Colorado
– -$57.7K -604 Closed
FFWM
2400
Future Financial Wealth Management
Ohio
– -$47.7K -500 Closed
93 94 95
96
97