We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
976
Van Strum & Towne
California
$223K +$190K +4,200 New
RIM
977
Regent Investment Management
Kentucky
$221K -$90.5K -2,000 -32%
AIA
978
Armor Investment Advisors
North Carolina
$219K +$187K +4,127 New
IFWM
979
Institute for Wealth Management
Colorado
$219K +$187K +4,127 New
SWA
980
Sutton Wealth Advisors
Florida
$218K +$3.49K +77 +2%
AC
981
Abbrea Capital
California
$216K +$185K +4,079 New
TCM
982
Traynor Capital Management
Pennsylvania
$216K +$185K +4,086 New
CIC
983
Crawford Investment Counsel
Georgia
$215K +$183K +4,047 New
PFGIA
984
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$68.5K +1,514 +60%
PA
985
Parkside Advisors
California
$213K +$182K +4,010 New
CA
986
Claro Advisors
Massachusetts
$213K +$182K +4,014 New
WIC
987
Whitegate Investment Counselors
New Hampshire
$213K +$182K +4,025 New
ACA
988
Affinity Capital Advisors
California
$212K +$181K +3,998 New
BAM
989
Brave Asset Management
New Jersey
$212K +$181K +4,000 New
EWA
990
Encompass Wealth Advisors
Oregon
$212K +$181K +4,000 New
WCM
991
Wisconsin Capital Management
Wisconsin
$212K +$181K +4,000 New
TIM
992
Triad Investment Management
California
$212K +$181K +4,005 New
PFS
993
Prospera Financial Services
Texas
$211K +$158K +3,489 +724%
PHK
994
Point72 Hong Kong
Hong Kong
$211K +$180K +3,985 New
GD
995
Grandfield & Dodd
New York
$210K -$225K -4,969 -56%
IAA
996
Independent Advisor Alliance
North Carolina
$210K +$179K +3,959 New
FFS
997
Founders Financial Securities
Maryland
$210K +$179K +3,960 New
PWMAG
998
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$179K +3,962 New
CFA
999
CWS Financial Advisors
Michigan
$208K +$178K +3,926 New
LTI
1000
Laffer Tengler Investments
Tennessee
$208K – – –
38 39
40
41 42