We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1026
Institute for Wealth Management
Colorado
$267K -$1.82K -30 -0.7%
OIA
1027
OneDigital Investment Advisors
Kansas
$267K +$249K +4,101 New
AC
1028
Abbrea Capital
California
$266K – – –
TCM
1029
Traynor Capital Management
Pennsylvania
$266K +$121 +2 +0%
APA
1030
American Portfolios Advisors
New York
$266K +$52.6K +867 +27%
PFGIA
1031
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$728 +12 +0.3%
PFS
1032
Prospera Financial Services
Texas
$263K +$3.82K +63 +2%
FPS
1033
Fieldpoint Private Securities
Connecticut
$263K +$88K +1,452 +56%
GA
1034
Geller Advisors
New York
$263K +$115K +1,899 +89%
AGA
1035
Accuvest Global Advisors
Utah
$263K +$245K +4,037 New
WIC
1036
Whitegate Investment Counselors
New Hampshire
$262K – – –
CC
1037
Centiva Capital
New York
$262K +$243K +4,013 New
CA
1038
Claro Advisors
Massachusetts
$261K -$303 -5 -0.1%
PA
1039
Parkside Advisors
California
$261K – – –
WCM
1040
Wisconsin Capital Management
Wisconsin
$261K – – –
ACA
1041
Affinity Capital Advisors
California
$261K +$364 +6 +0.2%
CFA
1042
CWS Financial Advisors
Michigan
$260K +$3.4K +56 +1%
HB
1043
Homrich & Berg
Georgia
$259K -$74.5K -1,229 -24%
FFS
1044
Founders Financial Securities
Maryland
$259K +$667 +11 +0.3%
APWM
1045
Atlas Private Wealth Management
New York
$259K +$33.2K +547 +16%
LNC
1046
Lincoln National Corp
Pennsylvania
$259K +$241K +3,978 New
LTI
1047
Laffer Tengler Investments
Tennessee
$258K – – –
SWM
1048
SeaCrest Wealth Management
New York
$258K -$658K -10,854 -73%
BFPW
1049
BOK Financial Private Wealth
Colorado
$253K +$236K +3,889 New
HPWM
1050
Highland Private Wealth Management
Washington
$252K +$234K +3,857 New
40 41
42
43 44