We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1051
Checchi Capital Advisers
California
$927K +$5.31K +92 +0.7%
UIA
1052
Ulland Investment Advisors
Minnesota
$920K -$400K -6,930 -34%
OA
1053
Operose Advisors
Wisconsin
$919K -$35.9K -621 -4%
PG
1054
Proffitt & Goodson
Tennessee
$918K -$404 -7 -0.1%
SAM
1055
Summit Asset Management
Tennessee
$913K – – –
UCB
1056
United Community Bank
South Carolina
$907K -$26.6K -460 -3%
ES
1057
Eagle Strategies
New York
$902K +$758K +13,117 New
WAP
1058
Wealthcare Advisory Partners
Pennsylvania
$897K -$291K -5,039 -28%
BMCM
1059
Burns Matteson Capital Management
New York
$897K -$146K -2,527 -16%
MSS
1060
Mitchell Sinkler & Starr
Pennsylvania
$893K +$79.7K +1,380 +12%
PRC
1061
Pearl River Capital
Michigan
$893K -$3.59M -62,216 -83%
MWC
1062
MBM Wealth Consultants
Missouri
$892K +$63.5K +1,100 +9%
MJRIC
1063
Mogy Joel R Investment Counsel
California
$891K – – –
LSAG
1064
Lake Street Advisors Group
New Hampshire
$889K +$16.3K +282 +2%
OIM
1065
Oder Investment Management
California
$884K -$289 -5 -0%
HWA
1066
HCR Wealth Advisors
California
$882K +$172K +2,974 +30%
HA
1067
Hamel Associates
New Jersey
$880K – – –
TFA
1068
Tranquilli Financial Advisor
New Jersey
$874K -$141K -2,450 -16%
CFP
1069
Catalyst Financial Partners
Massachusetts
$873K -$119K -2,060 -14%
GAM
1070
Gemmer Asset Management
California
$871K -$3K -52 -0.4%
WFA
1071
West Financial Advisors
Iowa
$867K – – –
MC
1072
Matisse Capital
Oregon
$863K +$84.9K +1,470 +13%
CF
1073
Centaurus Financial
California
$855K -$424K -7,337 -37%
KPWS
1074
Kestra Private Wealth Services
Texas
$853K +$116K +2,006 +19%
V
1075
ViaWealth
Kansas
$850K -$11.5K -199 -2%
41 42
43
44 45