We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1151
Fisher Asset Management
Washington
$204K +$198K +2,801 New
CRC
1152
Curi RMB Capital
Illinois
$204K +$199K +2,808 New
SWA
1153
SFMG Wealth Advisors
Texas
$202K +$196K +2,771 New
JFA
1154
Johanson Financial Advisors
California
$202K +$202K +2,861 New
TFA
1155
Tranquilli Financial Advisor
New Jersey
$201K +$196K +2,765 New
PB
1156
Pinnacle Bancorp
Nebraska
$190K
PAI
1157
Pittenger & Anderson Inc
Nebraska
$182K +$142K +2,000 +404%
AIM
1158
Acropolis Investment Management
Missouri
$171K
GAM
1159
GVO Asset Management
Switzerland
$167K
AIM
1160
Anchor Investment Management
South Carolina
$167K
PFBT
1161
Parkside Financial Bank & Trust
Missouri
$160K +$11.1K +157 +8%
LWCFA
1162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K +$153K +2,168 New
EW
1163
Evoke Wealth
California
$156K -$1.49K -21 -1%
GRP
1164
Global Retirement Partners
California
$149K +$6.51K +92 +5%
TF
1165
TimeScale Financial
Massachusetts
$148K +$354 +5 +0.2%
CFD
1166
Creative Financial Designs
Indiana
$148K +$42.5K +600 +42%
FCM
1167
Firestone Capital Management
Florida
$146K
SFSIG
1168
San Francisco Sentry Investment Group
California
$144K -$708 -10 -0.5%
RTC
1169
Riverview Trust Company
Washington
$144K
FHA
1170
First Horizon Advisors
Tennessee
$142K -$43.5K -614 -24%
GWS
1171
Glassman Wealth Services
Virginia
$140K +$4.11K +58 +3%
HBT
1172
Hills Bank & Trust
Iowa
$135K
CP
1173
Castleview Partners
Texas
$135K +$131K +1,848 New
HFM
1174
Hartford Financial Management
Connecticut
$131K
OIA
1175
Optimum Investment Advisors
Illinois
$129K