We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KPPF
776
Klein Pavlis & Peasley Financial
California
$2.1M +$1.76M +30,468 New
WP
777
WealthShield Partners
North Carolina
$2.09M +$143K +2,477 +9%
HCCM
778
Hudson Canyon Capital Management
New York
$2.09M – – –
AFA
779
AllGen Financial Advisors
Florida
$2.08M -$5.25K -91 -0.3%
RCM
780
Riverpark Capital Management
New York
$2.08M +$136K +2,361 +8%
FTDI
781
First Trust Direct Indexing
Massachusetts
$2.08M +$308K +5,341 +22%
BCWM
782
Bartlett & Co Wealth Management
Ohio
$2.08M +$32.2K +557 +2%
BC
783
Bartlett & Co
Ohio
$2.08M +$32.2K +557 +2%
GS
784
GTS Securities
Florida
$2.07M +$588K +10,179 +51%
EWA
785
EP Wealth Advisors
California
$2.07M +$123K +2,130 +8%
CAM
786
Crown Advisors Management
California
$2.06M – – –
MMA
787
Miracle Mile Advisors
California
$2.06M -$3.44M -59,549 -67%
XWM
788
Xcel Wealth Management
Florida
$2.05M -$108K -1,875 -6%
CPIG
789
Chicago Partners Investment Group
Illinois
$2.05M -$9.93K -172 -0.5%
MVA
790
Mount Vernon Associates
Maryland
$2.04M -$14.4K -250 -0.8%
MYIA
791
Mount Yale Investment Advisors
Colorado
$2.02M +$416K +7,209 +32%
ACA
792
Aptus Capital Advisors
Alabama
$2.02M -$565K -9,790 -25%
RJT
793
Raymond James Trust
Florida
$2.02M +$43.8K +759 +3%
IAS
794
Investment Advisory Services
Texas
$2.01M -$64.7K -1,121 -4%
AAS
795
Avantax Advisory Services
Texas
$2.01M +$463K +8,022 +38%
AAM
796
Advisors Asset Management
Colorado
$2.01M -$45.2K -782 -3%
CA
797
Cetera Advisors
Colorado
$2.01M +$50.5K +874 +3%
CHC
798
City Holding Co
West Virginia
$2M +$1.63M +28,260 +3,230%
CWA
799
Canvas Wealth Advisors
Kansas
$1.98M -$257K -4,452 -13%
CAI
800
Capital Advisors Inc
Oklahoma
$1.95M -$2.19K -38 -0.1%
30 31
32
33 34