We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
801
Creative Financial Designs
Indiana
$32K +$29K +813 New
AF
802
Arrow Financial
New York
$30K – – –
NSIM
803
North Star Investment Management
Illinois
$30K +$17.9K +500 +200%
HCM
804
Highlander Capital Management
New Jersey
$29K – – –
SBL
805
Sargent Bickham Lagudis
Colorado
$27K -$5.86K -164 -19%
ANBT
806
American National Bank & Trust
Texas
$27K +$750 +21 +3%
FHA
807
First Horizon Advisors
Tennessee
$25K – – –
FIB
808
First Interstate Bank
Montana
$25K – – –
WIM
809
Westside Investment Management
California
$24.3K +$21K +589 New
ATC
810
Adirondack Trust Company
New York
$23K – – –
EF
811
Empirical Finance
Pennsylvania
$23K +$20.5K +573 New
GRP
812
Global Retirement Partners
California
$23K +$20.8K +582 New
EARNEST Partners
813
EARNEST Partners
Georgia
$22K +$19.9K +558 New
BIG
814
Bellwether Investment Group
Tennessee
$21K +$18.6K +521 New
DAM
815
Delta Asset Management
Tennessee
$20K – – –
WA
816
WFG Advisors
Texas
$20K – – –
PK
817
Pflug Koory
Nebraska
$20K +$17.9K +500 New
LNB
818
Ledyard National Bank
$19K – – –
FPFS
819
First Personal Financial Services
North Carolina
$18K +$11.5K +321 +229%
FMP
820
Financial Management Professionals
Texas
$17K – – –
WA
821
Winfield Associates
Ohio
$16K – – –
PMFA
822
Plante Moran Financial Advisors
Michigan
$16K +$4.68K +131 +48%
AWM
823
AllSquare Wealth Management
New York
$15K -$4.57K -128 -26%
OC
824
Oakworth Capital
Alabama
$14K – – –
BCM
825
Blume Capital Management
California
$13K – – –