We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1076
Blalock Williams
Alabama
$1.54M +$177K +1,862 +14%
FCA
1077
FLC Capital Advisors
California
$1.54M +$217K +2,289 +17%
SHF
1078
Safe Harbor Fiduciary
Florida
$1.53M +$1.46M +15,357 New
IAS
1079
Insigneo Advisory Services
Florida
$1.53M +$57.5K +606 +4%
DTL
1080
Dynamic Technology Lab
Singapore
$1.53M +$283K +2,985 +24%
WBCM
1081
Wilson & Boucher Capital Management
California
$1.52M -$16.1K -170 -1%
ACH
1082
ArrowMark Colorado Holdings
Colorado
$1.52M
LFA
1083
Legacy Financial Advisors
Kentucky
$1.51M -$271K -2,860 -16%
RIL
1084
Rothschild Investment LLC
Illinois
$1.51M -$7.97K -84 -0.6%
PP
1085
Postrock Partners
Oregon
$1.51M
SA
1086
Sovran Advisors
California
$1.5M +$1.38M +14,589 New
Wellington Management Group
1087
Wellington Management Group
Massachusetts
$1.5M -$764M -8,051,901 -100%
AIP
1088
Ameritas Investment Partners
Nebraska
$1.49M -$57.2K -603 -4%
IA
1089
Integrity Alliance
Iowa
$1.49M +$944K +9,949 +199%
PFA
1090
Pure Financial Advisors
California
$1.49M +$470K +4,949 +50%
NCM
1091
Neumann Capital Management
California
$1.49M -$10.4K -110 -0.7%
PPWM
1092
Paragon Private Wealth Management
Kentucky
$1.48M +$258K +2,717 +22%
KLWA
1093
Kelly Lawrence W & Associates
California
$1.48M
BEI
1094
Benjamin Edwards Inc
Missouri
$1.48M +$723K +7,620 +106%
FFG
1095
Frisch Financial Group
New York
$1.47M +$2.56K +27 +0.2%
RMDI
1096
R.M. Davis Inc
Maine
$1.47M
JFA
1097
JNBA Financial Advisors
Minnesota
$1.47M -$12.2K -129 -0.9%
GFG
1098
Greystone Financial Group
Michigan
$1.46M +$26.8K +282 +2%
RCM
1099
Riverpark Capital Management
New York
$1.46M -$122K -1,288 -8%
WKWM
1100
Walter & Keenan Wealth Management
Indiana
$1.45M +$10.8K +114 +0.8%