We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
Montag & Associates
Georgia
$203K +$174K +3,833 New
CFG
1002
CKW Financial Group
Hawaii
$202K -$81.5K -1,800 -32%
CCM
1003
Carlson Capital Management
Minnesota
$202K +$155K +3,429 New
LCM
1004
LCM Capital Management
Illinois
$202K +$172K +3,792 New
OPS
1005
Orion Portfolio Solutions
Nebraska
$202K +$172K +3,803 New
DJSG
1006
D.J. St. Germain
Massachusetts
$201K +$172K +3,792 New
FCMT
1007
Founders Capital Management (Texas)
Texas
$199K +$170K +3,750 New
TFS
1008
TrustCore Financial Services
Tennessee
$197K – – –
PK
1009
Pflug Koory
Nebraska
$184K +$121K +2,679 +339%
APWM
1010
Atlas Private Wealth Management
New York
$182K +$22.1K +488 +17%
PVH
1011
Psagot Value Holdings
Israel
$175K – – –
APA
1012
American Portfolios Advisors
New York
$170K -$253K -5,594 -64%
SIM
1013
Sonora Investment Management
Arizona
$165K -$4.44K -98 -3%
HIA
1014
Harbor Investment Advisory
Maryland
$165K +$41.8K +923 +42%
FA
1015
Fortis Advisors
Pennsylvania
$159K – – –
FEG
1016
Financial Enhancement Group
Indiana
$155K +$45 +1 +0%
FC
1017
FORA Capital
Florida
$155K +$132K +2,917 New
FQ
1018
First Quadrant
California
$149K – – –
HWA
1019
Heritage Wealth Advisors
Virginia
$148K +$121K +2,680 +2,602%
MF
1020
Manchester Financial
California
$142K +$17.2K +380 +16%
PR
1021
Payden & Rygel
California
$140K – – –
PB
1022
Pinnacle Bancorp
Nebraska
$139K +$8.69K +192 +8%
FPS
1023
Fieldpoint Private Securities
Connecticut
$137K +$117K +2,578 New
EP
1024
Eudaimonia Partners
Tennessee
$130K +$11.8K +260 +12%
FHA
1025
First Horizon Advisors
Tennessee
$128K +$2.31K +51 +2%
39 40
41
42 43