We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1151
Glassman Wealth Services
Virginia
$121K +$5.82K +96 +5%
HFM
1152
Hartford Financial Management
Connecticut
$117K – – –
OIA
1153
Optimum Investment Advisors
Illinois
$115K – – –
NSIM
1154
North Star Investment Management
Illinois
$115K +$182 +3 +0.2%
CFO
1155
CVA Family Office
Colorado
$110K +$74.3K +1,226 +264%
AIC
1156
Ameritas Investment Company
Nebraska
$109K +$102K +1,678 New
DAM
1157
Delta Asset Management
Tennessee
$109K – – –
CFGS
1158
Concourse Financial Group Securities
Alabama
$108K +$10.3K +170 +11%
CWP
1159
Concord Wealth Partners
Virginia
$108K +$12.9K +213 +15%
EI
1160
Ellevest Inc
New York
$108K +$44.7K +738 +80%
CI
1161
Cordant Inc
Oregon
$106K +$98.8K +1,630 New
CCC
1162
Crescent Capital Consulting
Louisiana
$103K +$24.3K +400 +34%
FMP
1163
Financial Management Professionals
Texas
$102K – – –
ZB
1164
Zions Bancorporation
Utah
$101K +$43.5K +717 +86%
LSA
1165
Leonteq Securities AG
Switzerland
$98.8K -$449K -7,412 -83%
ACM
1166
Allred Capital Management
Texas
$98.3K +$91.4K +1,508 New
CHC
1167
City Holding Co
West Virginia
$96K -$12.1K -200 -12%
RE
1168
RBC Europe
United Kingdom
$95.9K -$15.8K -260 -15%
CFD
1169
Creative Financial Designs
Indiana
$93K -$7.16K -118 -8%
LF
1170
Lee Financial
Texas
$93K +$40.9K +675 +90%
AFIA
1171
America First Investment Advisors
Nebraska
$92K – – –
VRM
1172
Vectors Research Management
New York
$91K -$38.9K -641 -31%
MMG
1173
Monetary Management Group
Missouri
$88K – – –
FHC
1174
First Horizon Corporation
Tennessee
$87K +$15.8K +261 +24%
FMB
1175
Field & Main Bank
Kentucky
$82K – – –
45 46
47
48 49