We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1051
Institute for Wealth Management
Colorado
$294K – – –
WIC
1052
Whitegate Investment Counselors
New Hampshire
$293K – – –
EAM
1053
Erste Asset Management
Austria
$293K +$15.4K +215 +6%
EWA
1054
Encompass Wealth Advisors
Oregon
$291K – – –
WCM
1055
Wisconsin Capital Management
Wisconsin
$291K – – –
LTI
1056
Laffer Tengler Investments
Tennessee
$289K +$283K +3,962 New
FAFN
1057
First Affirmative Financial Network
Colorado
$288K +$282K +3,951 New
CCM
1058
Carlson Capital Management
Minnesota
$286K +$6.93K +97 +3%
VVP
1059
Venture Visionary Partners
Ohio
$285K +$22.9K +320 +9%
ACA
1060
Affinity Capital Advisors
California
$282K +$357 +5 +0.1%
GD
1061
Grandfield & Dodd
New York
$280K – – –
SB
1062
Sunflower Bank
Texas
$280K +$7.36K +103 +3%
PA
1063
Parkside Advisors
California
$279K -$12.9K -180 -4%
GAM
1064
Gould Asset Management
California
$279K – – –
AGA
1065
Accuvest Global Advisors
Utah
$277K -$16.5K -231 -6%
DJSG
1066
D.J. St. Germain
Massachusetts
$276K – – –
SBIA
1067
Sheaff Brock Investment Advisors
Indiana
$274K +$357 +5 +0.1%
FCMT
1068
Founders Capital Management (Texas)
Texas
$273K – – –
JFGIW
1069
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$270K -$16.1K -225 -6%
VV
1070
Verity & Verity
South Carolina
$270K – – –
IF
1071
Intrua Financial
Texas
$270K +$5.5K +77 +2%
FC
1072
Forte Capital
New York
$270K +$9.5K +133 +4%
SFA
1073
Souders Financial Advisors
Ohio
$269K +$9.86K +138 +4%
GLA
1074
Great Lakes Advisors
Illinois
$267K -$4.21K -59 -2%
CCA
1075
Childress Capital Advisors
Texas
$267K -$2.14K -30 -0.8%
41 42
43
44 45