We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1026
CMG Global Holdings
Texas
$989K +$432K +7,486 +96%
LGA
1027
Lebenthal Global Advisors
New York
$988K +$94.4K +1,635 +13%
PF
1028
Phoenix Financial
Israel
$986K +$763K +13,214 New
FWM
1029
Finer Wealth Management
Massachusetts
$981K +$314K +5,431 +62%
HR
1030
Hardy Reed
Mississippi
$970K +$45.4K +786 +6%
FFC
1031
First Financial Corp
Indiana
$966K -$19.6K -340 -2%
ATWA
1032
Arbor Trust Wealth Advisors
Michigan
$963K +$57.8K +1,000 +8%
AT
1033
Avalon Trust
New Mexico
$963K – – –
HAI
1034
Hennessy Advisors Inc
California
$963K +$289K +5,000 +56%
CNC
1035
Citizens & Northern Corp
Pennsylvania
$960K -$32.3K -560 -4%
PIA
1036
Panoramic Investment Advisors
Colorado
$958K +$173 +3 +0%
GAMC
1037
Garner Asset Management Corp
Texas
$956K -$218K -3,768 -20%
ICM
1038
IMS Capital Management
Oregon
$955K – – –
WKWM
1039
Walter & Keenan Wealth Management
Indiana
$953K +$347 +6 +0%
PFS
1040
Prospera Financial Services
Texas
$953K +$36.4K +631 +5%
TPCW
1041
TD Private Client Wealth
New York
$952K +$257K +4,454 +47%
MAS
1042
Meeder Advisory Services
Ohio
$948K +$12.7K +220 +2%
PWA
1043
Providence Wealth Advisors
Illinois
$944K -$794K -13,754 -91%
TFS
1044
Thoroughbred Financial Services
Tennessee
$940K -$17.8K -309 -2%
TNBTD
1045
Trustmark National Bank Trust Department
Mississippi
$938K +$39.5K +684 +5%
EAM
1046
Eschler Asset Management
United Kingdom
$935K +$868K +15,024 New
TNB
1047
Thomasville National Bank
Georgia
$934K -$7.1K -123 -0.9%
IB
1048
Intrust Bank
Kansas
$931K – – –
JSL
1049
JT Stratford LLC
Georgia
$927K +$275K +4,759 +55%
SMC
1050
Smith, Moore & Co
Missouri
$927K -$34.2K -592 -4%
40 41
42
43 44