We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMBTD
851
First Midwest Bank Trust Division
Illinois
$594K +$39.3K +648 +8%
IF
852
Ironwood Financial
Arizona
$594K +$552K +9,111 New
FB
853
Fulton Bank
Pennsylvania
$592K -$19.2K -316 -3%
SWA
854
Stratos Wealth Advisors
Ohio
$586K +$46.6K +769 +9%
LWM
855
Loveless Wealth Management
Montana
$584K – – –
FNBT
856
FineMark National Bank & Trust
Florida
$580K -$14.4K -237 -3%
IA
857
IFP Advisors
Florida
$574K -$6.12K -101 -1%
SAI
858
Systematic Alpha Investments
New Jersey
$574K +$534K +8,800 New
WPW
859
Waldron Private Wealth
Pennsylvania
$573K -$4.37K -72 -0.8%
BMCM
860
Burns Matteson Capital Management
New York
$562K +$23.3K +385 +5%
GTCM
861
Gyon Technologies Capital Management
New Jersey
$552K +$513K +8,464 New
LWAC
862
Laurel Wealth Advisors (California)
California
$551K +$51.3K +846 +11%
VAS
863
Vestmark Advisory Solutions
Massachusetts
$549K -$16.1K -265 -3%
HI
864
Harbour Investments
Wisconsin
$534K +$497K +8,195 New
ET
865
Equitable Trust
Tennessee
$531K – – –
AWA
866
Arkadios Wealth Advisors
Georgia
$529K -$27K -446 -5%
BFM
867
Boston Financial Management
Massachusetts
$525K -$51.5K -850 -10%
BG
868
Bahl & Gaynor
Ohio
$524K +$4.73K +78 +1%
LSAG
869
Lake Street Advisors Group
New Hampshire
$517K +$15.5K +256 +3%
OHS
870
Odey Holdings (Switzerland)
Switzerland
$515K +$479K +7,900 New
W
871
WealthStone
Ohio
$512K +$2.06K +34 +0.4%
PRC
872
Pearl River Capital
Michigan
$505K +$470K +7,754 New
RSWM
873
Robertson Stephens Wealth Management
California
$501K +$191K +3,146 +69%
BFA
874
Bragg Financial Advisors
North Carolina
$500K +$1.52K +25 +0.3%
CCM
875
Chilton Capital Management
Texas
$498K -$34.6K -570 -7%
33 34
35
36 37