We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
676
Financial Management Professionals
Texas
$10K +$11.6K +360 New
DBT
677
Dubuque Bank & Trust
Iowa
$9K -$49.1K -1,530 -84%
TFA
678
Transamerica Financial Advisors
Florida
$9K – – –
BWA
679
Burt Wealth Advisors
Maryland
$8K -$7.86K -245 -45%
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
RA
681
Rational Advisors
New York
$8K – – –
WTC
682
WhitTier Trust Company
Nevada
$8K – – –
KCM
683
Karp Capital Management
California
$7K – – –
NC
684
NewSquare Capital
Pennsylvania
$7K – – –
GXMC
685
Global X Management Company
New York
$7K +$834 +26 +12%
AssetMark Inc
686
AssetMark Inc
California
$6K – – –
MBT
687
Monroe Bank & Trust
Michigan
$6K – – –
CTB
688
Country Trust Bank
Illinois
$6K +$6.71K +209 New
AWS
689
Aris Wealth Services
Pennsylvania
$5K – – –
TC
690
Trust Company
Kansas
$5K – – –
MJP
691
Michael J. Puzo
$5K +$642 +20 +12%
FPFS
692
First Personal Financial Services
North Carolina
$4K – – –
SHJ
693
Sharkey, Howes & Javer
Colorado
$4K – – –
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$706 +22 +22%
PFBT
695
Parkside Financial Bank & Trust
Missouri
$4K +$4.43K +138 New
AA
696
Apriem Advisors
California
$3K – – –
GWS
697
Glassman Wealth Services
Virginia
$3K – – –
JFA
698
JNBA Financial Advisors
Minnesota
$3K – – –
KTC
699
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
SC
700
Sculptor Capital
New York
$3K +$3.21K +100 New