We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1126
Pflug Koory
Nebraska
$191K -$32.8K -541 -16%
HIA
1127
Harbor Investment Advisory
Maryland
$183K -$18.2K -300 -10%
FQ
1128
First Quadrant
California
$183K – – –
HWA
1129
Heritage Wealth Advisors
Virginia
$181K – – –
FEG
1130
Financial Enhancement Group
Indiana
$181K -$9.1K -150 -5%
MF
1131
Manchester Financial
California
$175K – – –
BCA
1132
Berman Capital Advisors
Georgia
$175K +$16.4K +270 +11%
EP
1133
Eudaimonia Partners
Tennessee
$174K +$13K +214 +9%
PB
1134
Pinnacle Bancorp
Nebraska
$170K – – –
FHA
1135
First Horizon Advisors
Tennessee
$166K +$8.25K +136 +6%
FA
1136
Fortis Advisors
Pennsylvania
$163K -$30.3K -500 -17%
ADIM
1137
Alpha DNA Investment Management
Maryland
$159K +$6.61K +109 +5%
AIM
1138
Acropolis Investment Management
Missouri
$153K – – –
CI
1139
CX Institutional
Indiana
$150K +$36K +593 +35%
GAM
1140
GVO Asset Management
Switzerland
$150K +$139K +2,300 New
AIM
1141
Anchor Investment Management
South Carolina
$149K – – –
EW
1142
Evoke Wealth
California
$141K -$177K -2,916 -57%
LC
1143
Lindbrook Capital
California
$136K +$9.4K +155 +8%
PFBT
1144
Parkside Financial Bank & Trust
Missouri
$133K +$4.43K +73 +4%
TF
1145
TimeScale Financial
Massachusetts
$132K +$364 +6 +0.3%
FCM
1146
Firestone Capital Management
Florida
$130K – – –
SFSIG
1147
San Francisco Sentry Investment Group
California
$130K – – –
RTC
1148
Riverview Trust Company
Washington
$129K – – –
GRP
1149
Global Retirement Partners
California
$127K +$18.1K +299 +18%
HBT
1150
Hills Bank & Trust
Iowa
$121K -$5.15K -85 -4%
44 45
46
47 48