We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
801
Lenox Wealth Management
Ohio
$94K -$56.8K -1,376 -37%
AIM
802
Advantage Investment Management
Iowa
$87K +$16.3K +395 +23%
WP
803
WealthPLAN Partners
Nebraska
$86.8K +$90.8K +2,198 New
HFM
804
Hartford Financial Management
Connecticut
$84K – – –
WAM
805
Watermark Asset Management
California
$82K +$83.3K +2,018 New
IWM
806
IHT Wealth Management
Illinois
$80K -$47.3K -1,146 -36%
WTB
807
Washington Trust Bank
Washington
$78K -$1.2K -29 -1%
AIM
808
Anchor Investment Management
South Carolina
$75.5K -$28.9K -700 -27%
AF
809
Allworth Financial
California
$75K – – –
RFS
810
Rockefeller Financial Services
New York
$73K – – –
JFGIW
811
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K -$252K -6,103 -77%
CPA
812
Clear Perspective Advisors
Illinois
$71K – – –
TFO
813
Tarbox Family Office
California
$67K – – –
CHC
814
City Holding Co
West Virginia
$66K – – –
Carson Wealth (CWM LLC)
815
Carson Wealth (CWM LLC)
Nebraska
$61K -$11K -266 -15%
MRCM
816
M&R Capital Management
New Jersey
$59K +$83 +2 +0.1%
FDCDDQ
817
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K +$56.8K +1,376 New
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$55.5K -$4.54K -110 -7%
KF
819
Krilogy Financial
Missouri
$54K – – –
SBL
820
Sargent Bickham Lagudis
Colorado
$54K +$26K +630 +91%
NCM
821
Nelson Capital Management
California
$53K – – –
FMA
822
FNY Managed Accounts
New York
$51K +$51.6K +1,250 New
CS
823
Credential Securities
$50.8K +$38.6K +935 +301%
HCA
824
Harbour Capital Advisors
Virginia
$47.7K +$48.3K +1,170 New
SAM
825
Solaris Asset Management
New York
$47K – – –