We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HB
1126
Homrich & Berg
Georgia
$225K -$62.1K -877 -22%
MGWM
1127
Marks Group Wealth Management
Minnesota
$225K – – –
NAMP
1128
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$225K – – –
FM
1129
Family Management
New York
$224K – – –
CCG
1130
Cypress Capital Group
Florida
$223K +$217K +3,068 New
GLA
1131
Good Life Advisors
Pennsylvania
$222K -$21.3K -301 -9%
GCP
1132
GSA Capital Partners
United Kingdom
$222K +$215K +3,043 New
PK
1133
Pflug Koory
Nebraska
$221K +$7.64K +108 +4%
ACI
1134
Alpha Cubed Investments
California
$219K -$13.4K -190 -6%
CI
1135
CX Institutional
Indiana
$219K +$50.6K +715 +31%
BMC
1136
Benin Management Corp
Connecticut
$218K -$21.2K -300 -9%
EP
1137
Eudaimonia Partners
Tennessee
$218K +$23.4K +330 +12%
DIM
1138
Delta Investment Management
California
$218K +$212K +3,000 New
BI
1139
Berkeley Inc
Idaho
$217K +$211K +2,976 New
FEG
1140
Financial Enhancement Group
Indiana
$216K +$13.5K +191 +7%
SFWC
1141
Strategic Family Wealth Counselors
New Jersey
$215K +$209K +2,950 New
PNC
1142
Park National Corp
Ohio
$215K +$209K +2,953 New
ACM
1143
Academy Capital Management
Texas
$212K +$206K +2,916 New
BCM
1144
BlueCrest Capital Management
Jersey
$211K +$205K +2,893 New
RWM
1145
Ritholtz Wealth Management
New York
$211K +$205K +2,902 New
AL
1146
ACAS LLC
California
$210K +$204K +2,887 New
AOWM
1147
Alpha Omega Wealth Management
Virginia
$209K +$203K +2,875 New
HVIA
1148
Hudson Valley Investment Advisors
New York
$208K -$31.8K -450 -14%
BWM
1149
BNC Wealth Management
Oregon
$208K +$202K +2,860 New
Loomis, Sayles & Company
1150
Loomis, Sayles & Company
Massachusetts
$207K -$1.7M -24,061 -89%