We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
926
Monetary Management Group
Missouri
$41K
SC
927
Slow Capital
California
$41K +$37.6K +800 New
PWM
928
Paulson Wealth Management
Illinois
$41K +$37.9K +807 New
GWS
929
Glassman Wealth Services
Virginia
$38K
SMG
930
Spectrum Management Group
Indiana
$38K
WA
931
Winfield Associates
Ohio
$37K +$1.69K +36 +5%
GFP
932
Gryphon Financial Partners
Ohio
$37K +$33.5K +713 New
PW
933
Price Wealth
Texas
$37K +$33.9K +722 New
VEA
934
Virtus ETF Advisers
New York
$35K +$31.6K +672 New
TFO
935
Tarbox Family Office
California
$34K -$45.5K -969 -59%
ANBT
936
American National Bank & Trust
Texas
$34K
IP
937
Intellectus Partners
California
$34K
MSA
938
Marino Stram & Associates
Massachusetts
$32K +$29.4K +625 New
JCM
939
Jacobi Capital Management
Pennsylvania
$30K
FFG
940
Ford Financial Group
California
$29K +$26.1K +556 New
EARNEST Partners
941
EARNEST Partners
Georgia
$29K +$26.2K +558 New
DAM
942
Delta Asset Management
Tennessee
$28K
CHP
943
Cable Hill Partners
Oregon
$28K +$4.37K +93 +21%
PFBT
944
Parkside Financial Bank & Trust
Missouri
$27K +$1.97K +42 +9%
CA
945
Calton & Associates
Florida
$27K +$23.2K +494 New
ADL
946
Asset Dedication LLC
California
$27K +$24.5K +522 New
CAM
947
Close Asset Management
United Kingdom
$26K
PK
948
Pflug Koory
Nebraska
$26K
RIA
949
RPG Investment Advisory
California
$26K
PCP
950
Proficio Capital Partners
Massachusetts
$25K +$1.93K +41 +9%