We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Clearstead Advisors
Ohio
$339K
CPA
777
Court Place Advisors
Maryland
$336K
TCM
778
Traynor Capital Management
Pennsylvania
$335K +$214 +4 +0.1%
CAPTRUST Financial Advisors
779
CAPTRUST Financial Advisors
North Carolina
$334K +$16.9K +316 +5%
SFG
780
SNS Financial Group
Minnesota
$333K +$15.4K +287 +5%
WSCM
781
Wellington Shields Capital Management
New York
$333K +$341K +6,370 New
TC
782
Telemus Capital
Michigan
$331K -$9.59K -179 -3%
RMDI
783
R.M. Davis Inc
Maine
$330K
WKWM
784
Walter & Keenan Wealth Management
Indiana
$329K
BCM
785
Bayesian Capital Management
New York
$329K +$338K +6,300 New
DWA
786
Douglass Winthrop Advisors
New York
$327K +$93.7K +1,749 +39%
PWPS
787
Pinnacle Wealth Planning Services
Ohio
$327K +$212K +3,950 +171%
FWM
788
Frontier Wealth Management
Missouri
$326K +$53.6K +1,001 +19%
BG
789
Bahl & Gaynor
Ohio
$324K
HFS
790
HL Financial Services
Kentucky
$323K -$230K -4,296 -41%
VFA
791
Voya Financial Advisors
Connecticut
$320K -$55K -1,026 -14%
PWM
792
Perigon Wealth Management
California
$313K
CG
793
Colony Group
Massachusetts
$313K +$109K +2,030 +51%
PI
794
Parkside Investments
Illinois
$313K +$322K +6,000 New
LA
795
LVW Advisors
New York
$312K +$23.5K +438 +8%
CAMG
796
CWA Asset Management Group
Florida
$308K +$316K +5,890 New
HNB
797
Huntington National Bank
Ohio
$306K +$2.95K +55 +0.9%
BIC
798
Beach Investment Counsel
Pennsylvania
$304K
CCM
799
Compton Capital Management
Rhode Island
$303K
SMFS
800
Squar Milner Financial Services
California
$301K +$23.8K +444 +8%