We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
976
Baystate Wealth Management
Massachusetts
$59K -$10.9K -250 -15%
BWA
977
Burt Wealth Advisors
Maryland
$59K – – –
BCA
978
Berman Capital Advisors
Georgia
$58K +$17.4K +399 +38%
GRP
979
Global Retirement Partners
California
$57K -$6.01K -138 -9%
BCM
980
Blume Capital Management
California
$56K +$10.9K +250 +22%
MMG
981
Monetary Management Group
Missouri
$54K – – –
M
982
Mirova
France
$53K +$57.7K +1,323 New
TFA
983
Toth Financial Advisory
Virginia
$52K +$4.4K +101 +8%
PCP
984
Proficio Capital Partners
Massachusetts
$52K +$10.9K +249 +24%
MRCM
985
M&R Capital Management
New Jersey
$51K +$131 +3 +0.2%
FMB
986
Field & Main Bank
Kentucky
$50K – – –
TL
987
TrueWealth LLC
Georgia
$49K -$4.36K -100 -8%
CHC
988
City Holding Co
West Virginia
$49K – – –
OIA
989
Optimum Investment Advisors
Illinois
$49K +$44 +1 +0.1%
FPB
990
First PREMIER Bank
South Dakota
$49K +$53.4K +1,225 New
AF
991
Advisornet Financial
Minnesota
$47K – – –
TRAM
992
Tuscan Ridge Asset Management
Illinois
$44K -$399K -9,150 -89%
GWS
993
Glassman Wealth Services
Virginia
$44K +$16.2K +371 +51%
GSWM
994
Golden State Wealth Management
California
$42K +$3.27K +75 +8%
BWA
995
BDO Wealth Advisors
Florida
$41K – – –
EWM
996
Executive Wealth Management
Michigan
$41K +$4.49K +103 +11%
SIC
997
Salem Investment Counselors
North Carolina
$39K -$3.92M -89,898 -99%
SLF
998
Sun Life Financial
Ontario, Canada
$38K -$46.2K -1,061 -53%
MCM
999
Manchester Capital Management
Vermont
$38K – – –
FPFS
1000
First Personal Financial Services
North Carolina
$36K +$2.57K +59 +7%
38 39
40
41 42