We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1176
Cahill Financial Advisors
Minnesota
$181K +$178K +2,490 New
DMBA
1177
Deseret Mutual Benefit Administrators
Utah
$172K -$93.9K -1,315 -36%
GRP
1178
Global Retirement Partners
California
$160K +$10.6K +149 +7%
RE
1179
RBC Europe
United Kingdom
$159K +$50.6K +708 +48%
CFD
1180
Creative Financial Designs
Indiana
$150K +$2.14K +30 +1%
GWS
1181
Glassman Wealth Services
Virginia
$149K +$8.93K +125 +7%
EW
1182
Evoke Wealth
California
$148K -$8.07K -113 -5%
TF
1183
TimeScale Financial
Massachusetts
$148K +$286 +4 +0.2%
FCM
1184
Firestone Capital Management
Florida
$146K – – –
RTC
1185
Riverview Trust Company
Washington
$144K – – –
LWCFA
1186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K -$14.7K -206 -10%
EBA
1187
Eagle Bay Advisors
New York
$140K +$37.4K +523 +30%
MS
1188
Mizuho Securities
Japan
$140K +$137K +1,920 New
FWM
1189
Focused Wealth Management
New York
$138K +$136K +1,900 New
HBT
1190
Hills Bank & Trust
Iowa
$136K +$71 +1 +0.1%
CFGS
1191
Concourse Financial Group Securities
Alabama
$136K +$14K +196 +12%
HFS
1192
Hantz Financial Services
Michigan
$134K -$1.85M -25,931 -93%
LS
1193
Leelyn Smith
Illinois
$134K -$189K -2,644 -59%
HFM
1194
Hartford Financial Management
Connecticut
$134K +$3K +42 +2%
OIA
1195
Optimum Investment Advisors
Illinois
$129K – – –
NSIM
1196
North Star Investment Management
Illinois
$128K +$143 +2 +0.1%
ZB
1197
Zions Bancorporation
Utah
$124K +$10.3K +144 +9%
DAM
1198
Delta Asset Management
Tennessee
$122K – – –
CCC
1199
Crescent Capital Consulting
Louisiana
$115K – – –
FMP
1200
Financial Management Professionals
Texas
$114K – – –
46 47
48
49 50