We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1001
Westside Investment Management
California
$18.7K -$2.55K -46 -11%
AWM
1002
AllSquare Wealth Management
New York
$18K
PCM
1003
Poehling Capital Management
Wisconsin
$18K
WEC
1004
Winslow Evans & Crocker
Massachusetts
$18K
OAJ
1005
Ogorek Anthony Joseph
New York
$18K +$55 +1 +0.3%
TCM
1006
Tradewinds Capital Management
Washington
$17K -$1.88K -34 -9%
HCM
1007
Highlander Capital Management
New Jersey
$17K
CFD
1008
Creative Financial Designs
Indiana
$16K
CCM
1009
Cribstone Capital Management
Maine
$16K
GI
1010
Gradient Investments
Minnesota
$15K -$388 -7 -2%
PFA
1011
Pathway Financial Advisors
Vermont
$15K
APSP
1012
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K
MUS
1013
Mitsubishi UFJ Securities
Japan
$13K
SFM
1014
Signet Financial Management
New Jersey
$12K -$5.54K -100 -30%
EWM
1015
Edge Wealth Management
New York
$12K
QCIG
1016
Quad-Cities Investment Group
Iowa
$12K +$12.8K +231 New
PMG
1017
ProVise Management Group
Florida
$11.9K +$9.97K +180 +2%
BFEC
1018
Benjamin F. Edwards & Company
Missouri
$11K
FCB
1019
First Command Bank
Texas
$11K
FCFS
1020
First Command Financial Services
Texas
$11K
KTC
1021
Kistler-Tiffany Companies
Pennsylvania
$11K
MA
1022
MCF Advisors
Kentucky
$11K
GWA
1023
Guidant Wealth Advisors
Illinois
$11K +$1.66K +30 +15%
FIB
1024
First Interstate Bank
Montana
$10K -$4.43K -80 -29%
LFA
1025
Legacy Financial Advisors
Kentucky
$10K -$1.16K -21 -10%