We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1001
Wealthcare Advisory Partners
Pennsylvania
$328K +$2.12K +30 +0.7%
IWM
1002
IHT Wealth Management
Illinois
$328K +$82.6K +1,167 +35%
LS
1003
Leelyn Smith
Illinois
$327K -$357K -5,050 -53%
RI
1004
Ridgewood Investments
New Jersey
$327K -$2.05K -29 -0.6%
CWS
1005
Cypress Wealth Services
California
$327K +$4.11K +58 +1%
SBL
1006
Sargent Bickham Lagudis
Colorado
$326K +$3.54K +50 +1%
BBNA
1007
Bremer Bank National Association
Minnesota
$324K -$12.8K -181 -4%
MAFM
1008
Mid Atlantic Financial Management
Pennsylvania
$323K -$45.1K -638 -13%
JIC
1009
Joel Isaacson & Co
New York
$321K +$212 +3 +0.1%
PFS
1010
Prospera Financial Services
Texas
$321K +$25.9K +366 +9%
CGA
1011
Crescent Grove Advisors
Illinois
$320K – – –
VWA
1012
V Wealth Advisors
Kansas
$318K +$12.1K +171 +4%
SWM
1013
SeaCrest Wealth Management
New York
$318K +$29K +410 +10%
APWM
1014
Atlas Private Wealth Management
New York
$316K +$25.9K +366 +9%
IHL
1015
Investment House LLC
California
$315K – – –
BTWM
1016
Baker Tilly Wealth Management
Wisconsin
$315K +$1.27K +18 +0.4%
PP
1017
Paloma Partners
Connecticut
$313K -$7.92M -111,932 -96%
BPB
1018
Badgley, Phelps & Bell
Washington
$312K -$142K -2,002 -32%
GT
1019
Glenview Trust
Kentucky
$312K +$303K +4,283 New
WW
1020
Westshore Wealth
California
$311K +$2.12K +30 +0.7%
LNC
1021
Lincoln National Corp
Pennsylvania
$311K +$20.9K +296 +7%
AG
1022
AIA Group
Hong Kong
$309K +$328K +4,640 New
YMRC
1023
Yorktown Management & Research Company
Virginia
$308K – – –
VST
1024
Van Strum & Towne
California
$306K – – –
DWM
1025
Defined Wealth Management
Oregon
$305K – – –
39 40
41
42 43