We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WA
926
WealthTrust-Arizona
Arizona
$119K +$51 +1 +0%
CPH
927
C Partners Holding
Switzerland
$112K -$85.3K -1,671 -42%
LFASL
928
Lugano Financial Advisors SA (LFA)
Switzerland
$111K +$116K +2,263 New
HFM
929
Hartford Financial Management
Connecticut
$109K +$7.66K +150 +7%
DBT
930
Dubuque Bank & Trust
Iowa
$108K -$1.23K -24 -1%
EMG
931
ETF Managers Group
New Jersey
$106K +$11.5K +226 +12%
ATC
932
Adirondack Trust Company
New York
$101K +$37.3K +731 +55%
ST
933
Smithfield Trust
Pennsylvania
$96K -$159K -3,110 -61%
AC
934
Avestar Capital
New York
$95K -$1.43K -28 -1%
MWPCG
935
Measured Wealth Private Client Group
New Hampshire
$93K +$96.8K +1,896 New
RE
936
RBC Europe
United Kingdom
$88.5K
JFGIW
937
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K +$1.94K +38 +2%
CT
938
Clearstead Trust
Maine
$86K +$36.1K +706 +68%
NSIM
939
North Star Investment Management
Illinois
$84K +$102 +2 +0.1%
LBG
940
Lloyds Banking Group
United Kingdom
$83K -$115K -2,255 -57%
RA
941
Rational Advisors
New York
$83K +$53.3K +1,044 +161%
AssetMark Inc
942
AssetMark Inc
California
$80K +$2.15K +42 +3%
KJWM
943
Kiley Juergens Wealth Management
Washington
$80K +$64.1K +1,255 +328%
BWM
944
Baystate Wealth Management
Massachusetts
$75K +$15.5K +303 +25%
NFG
945
Next Financial Group
Texas
$74K +$76.6K +1,500 New
SBL
946
Sargent Bickham Lagudis
Colorado
$72K +$19.4K +380 +35%
TPWA
947
TRUE Private Wealth Advisors
Oregon
$71.8K +$74.6K +1,460 New
TFS
948
TrustCore Financial Services
Tennessee
$71K
FMB
949
Field & Main Bank
Kentucky
$69K
WAM
950
Watermark Asset Management
California
$69K +$51 +1 +0.1%