We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
1301
Global Retirement Partners
California
$155K +$8.35K +121 +5%
SOW
1302
State of Wyoming
Wyoming
$153K -$225K -3,261 -57%
Pacer Advisors
1303
Pacer Advisors
Pennsylvania
$152K -$5.17M -74,902 -97%
SGA
1304
Seaport Global Advisors
Massachusetts
$145K -$88.3K -1,280 -36%
BA
1305
Bellwether Advisors
Nebraska
$145K
FMP
1306
Financial Management Professionals
Texas
$145K +$3.59K +52 +2%
T
1307
TOBAM
France
$143K +$138K +1,997 +734%
PB
1308
Pinnacle Bancorp
Nebraska
$135K
TFP
1309
Tilia Fiduciary Partners
North Carolina
$135K +$414 +6 +0.3%
DMBA
1310
Deseret Mutual Benefit Administrators
Utah
$135K +$21.1K +306 +17%
BFEC
1311
Benjamin F. Edwards & Company
Missouri
$131K +$97.8K +1,418 +216%
ECG
1312
Edge Capital Group
Georgia
$131K +$143K +2,074 New
TF
1313
TimeScale Financial
Massachusetts
$129K +$414 +6 +0.3%
SC
1314
SouthState Corp
Florida
$128K +$11.2K +162 +9%
CMF
1315
Counterpoint Mutual Funds
California
$127K +$139K +2,012 New
HIA
1316
Harbor Investment Advisory
Maryland
$121K -$12.1K -176 -8%
HFM
1317
Hartford Financial Management
Connecticut
$114K
CWP
1318
Concord Wealth Partners
Virginia
$114K +$14K +203 +13%
OIA
1319
Optimum Investment Advisors
Illinois
$112K +$69 +1 +0.1%
LS
1320
Leelyn Smith
Illinois
$107K -$8.35K -121 -7%
HBT
1321
Hills Bank & Trust
Iowa
$106K -$6.9K -100 -6%
BEI
1322
Benjamin Edwards Inc
Missouri
$103K +$1.31K +19 +1%
NIM
1323
NuWave Investment Management
New Jersey
$102K -$132K -1,915 -54%
Bank of Montreal
1324
Bank of Montreal
Ontario, Canada
$99.9K -$27.6M -400,893 -21%
VRM
1325
Vectors Research Management
New York
$98K