We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
SNS Financial Group
Minnesota
$230K +$18.5K +461 +9%
CG
752
Caprock Group
Idaho
$229K +$214K +5,342 New
Lido Advisors
753
Lido Advisors
California
$227K -$4.16K -104 -2%
GCMG
754
Gyroscope Capital Management Group
Florida
$224K +$209K +5,224 New
CFG
755
CKW Financial Group
Hawaii
$222K
IFWM
756
Institute for Wealth Management
Colorado
$222K +$208K +5,201 New
BMO
757
Beck Mack & Oliver
New York
$219K
BOH
758
Bank of Hawaii
Hawaii
$217K
NFP
759
Narus Financial Partners
Utah
$215K
YMRC
760
Yorktown Management & Research Company
Virginia
$215K
IIC
761
Integrated Investment Consultants
Michigan
$214K
FWM
762
Frontier Wealth Management
Missouri
$210K +$195K +4,880 New
MAM
763
Marquette Asset Management
Minnesota
$208K +$194K +4,839 New
CAG
764
Crestwood Advisors Group
Massachusetts
$207K -$17K -425 -8%
GC
765
Garde Capital
Washington
$207K +$192K +4,807 New
NB
766
NBT Bank
New York
$205K +$191K +4,770 New
GLA
767
Great Lakes Advisors
Illinois
$203K -$25.8K -645 -12%
RTS
768
Round Table Services
New Jersey
$203K -$7.57K -189 -4%
BHTS
769
Bar Harbor Trust Services
Maine
$202K +$188K +4,704 New
SIC
770
Sigma Investment Counselors
Michigan
$201K +$187K +4,674 New
TFO
771
Tarbox Family Office
California
$199K +$120K +3,000 +184%
CFA
772
Carroll Financial Associates
North Carolina
$197K
RFA
773
Reilly Financial Advisors
California
$196K
PAM
774
Paradigm Asset Management
New York
$191K +$8.01K +200 +5%
FANJ
775
Financial Architects (New Jersey)
New Jersey
$191K -$66.1K -1,650 -27%