We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
1151
Lombard Odier Asset Management (Switzerland)
Switzerland
$463K -$18.3M -249,924 -97%
SFS
1152
Sowell Financial Services
Arkansas
$463K -$721K -9,845 -53%
NL
1153
Navalign LLC
California
$461K +$39.4K +538 +7%
VSQM
1154
V-Square Quantitative Management
Illinois
$459K +$642K +8,764 New
IAIM
1155
Industrial Alliance Investment Management
Quebec, Canada
$459K -$1.08M -14,697 -63%
FWP
1156
FAS Wealth Partners
Kansas
$459K +$641K +8,758 New
TCM
1157
Twin Capital Management
Pennsylvania
$458K -$2.09M -28,571 -77%
BFM
1158
Boston Financial Management
Massachusetts
$457K -$15.8K -216 -2%
IIC
1159
Integrated Investment Consultants
Michigan
$455K +$180K +2,458 +40%
WWM
1160
Western Wealth Management
Colorado
$453K -$195K -2,662 -24%
BWA
1161
Bordeaux Wealth Advisors
California
$452K +$42.7K +583 +7%
AA
1162
Apriem Advisors
California
$452K -$46.1K -629 -7%
EMG
1163
ETF Managers Group
New Jersey
$451K +$9.37K +128 +2%
CWM
1164
Concentric Wealth Management
California
$448K -$2.56K -35 -0.4%
CFP
1165
Catalyst Financial Partners
Massachusetts
$445K +$139K +1,893 +29%
AIA
1166
Angeles Investment Advisors
California
$445K +$170K +2,318 +38%
AWA
1167
Arkadios Wealth Advisors
Georgia
$438K +$53.2K +727 +10%
PAI
1168
Pittenger & Anderson Inc
Nebraska
$433K +$440K +6,010 +265%
CFG
1169
Cooper Financial Group
California
$433K +$605K +8,264 New
DI
1170
DAGCO Inc
Ohio
$428K – – –
HBT
1171
Hills Bank & Trust
Iowa
$426K +$467K +6,373 +363%
FCA
1172
FLC Capital Advisors
California
$425K +$110K +1,500 +23%
CAG
1173
Compass Advisory Group
New York
$424K +$7.47K +102 +1%
GIP
1174
Greatmark Investment Partners
Georgia
$423K -$190K -2,600 -24%
KFSC
1175
Keystone Financial Services (Colorado)
Colorado
$423K +$29.9K +409 +5%
45 46
47
48 49