We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RA
976
Rational Advisors
New York
$33K +$23.9K +432 +198%
CF
977
Centaurus Financial
California
$33K +$35.8K +647 New
WF
978
WealthTrust Fairport
Ohio
$32K
PFBT
979
Parkside Financial Bank & Trust
Missouri
$31K +$2.6K +47 +9%
AIM
980
Advantage Investment Management
Iowa
$30K -$55.4K -1,000 -63%
PCP
981
Proficio Capital Partners
Massachusetts
$30K +$2.83K +51 +10%
GWS
982
Glassman Wealth Services
Virginia
$29K -$17.1K -308 -35%
EARNEST Partners
983
EARNEST Partners
Georgia
$29K
CHP
984
Cable Hill Partners
Oregon
$28K
DAM
985
Delta Asset Management
Tennessee
$28K
ADL
986
Asset Dedication LLC
California
$27K
MFW
987
Mosaic Family Wealth
Missouri
$26K
PK
988
Pflug Koory
Nebraska
$26K
RIA
989
RPG Investment Advisory
California
$26K
CAM
990
Close Asset Management
United Kingdom
$25K
FPFS
991
First Personal Financial Services
North Carolina
$24K -$14.5K -261 -36%
BFC
992
Bedel Financial Consulting
Indiana
$24K
FMP
993
Financial Management Professionals
Texas
$23K
M
994
MOTCO
Texas
$23K
WPA
995
West Paces Advisors
Georgia
$22.4K +$1.27K +23 +6%
GTAM
996
Global Trust Asset Management
Florida
$22K
DSC
997
Duncker Streett & Co
Missouri
$22K +$24.4K +440 New
AF
998
Allworth Financial
California
$21K +$11.1K +201 +99%
WAP
999
Wealthcare Advisory Partners
Pennsylvania
$20K +$2.66K +48 +14%
KJWM
1000
Kiley Juergens Wealth Management
Washington
$19K +$21.2K +383 New