We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
976
Nelson Capital Management
California
$34K -$36K -650 -49%
TFO
977
Tarbox Family Office
California
$34K -$2.22K -40 -6%
JCM
978
Jacobi Capital Management
Pennsylvania
$34K +$5.54K +100 +18%
FMII
979
Farmers & Merchants Investments Inc
Nebraska
$34K +$14.4K +260 +63%
RA
980
Rational Advisors
New York
$33K +$23.9K +432 +198%
CF
981
Centaurus Financial
California
$33K +$35.8K +647 New
WF
982
WealthTrust Fairport
Ohio
$32K – – –
PFBT
983
Parkside Financial Bank & Trust
Missouri
$31K +$2.6K +47 +9%
AIM
984
Advantage Investment Management
Iowa
$30K -$55.4K -1,000 -63%
PCP
985
Proficio Capital Partners
Massachusetts
$30K +$2.83K +51 +10%
GWS
986
Glassman Wealth Services
Virginia
$29K -$17.1K -308 -35%
EARNEST Partners
987
EARNEST Partners
Georgia
$29K – – –
CHP
988
Cable Hill Partners
Oregon
$28K – – –
DAM
989
Delta Asset Management
Tennessee
$28K – – –
ADL
990
Asset Dedication LLC
California
$27K – – –
MFW
991
Mosaic Family Wealth
Missouri
$26K – – –
PK
992
Pflug Koory
Nebraska
$26K – – –
RIA
993
RPG Investment Advisory
California
$26K – – –
CAM
994
Close Asset Management
United Kingdom
$25K – – –
FPFS
995
First Personal Financial Services
North Carolina
$24K -$14.5K -261 -36%
BFC
996
Bedel Financial Consulting
Indiana
$24K – – –
FMP
997
Financial Management Professionals
Texas
$23K – – –
M
998
MOTCO
Texas
$23K – – –
WPA
999
West Paces Advisors
Georgia
$22.4K +$1.27K +23 +6%
GTAM
1000
Global Trust Asset Management
Florida
$22K – – –