We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1351
Fortis Advisors
Pennsylvania
$63K – – –
CHC
1352
City Holding Co
West Virginia
$62K -$31K -449 -32%
MRCM
1353
M&R Capital Management
New Jersey
$61K +$138 +2 +0.2%
EWM
1354
Endurance Wealth Management
Rhode Island
$60K – – –
MPWT
1355
MassMutual Private Wealth & Trust
Connecticut
$60K +$1.17K +17 +2%
TCWM
1356
Total Clarity Wealth Management
Illinois
$57K +$62.8K +910 New
BMD
1357
Better Money Decisions
New Mexico
$55K +$59.7K +866 New
BIA
1358
Bell Investment Advisors
California
$55K +$59.8K +867 New
TFA
1359
Toth Financial Advisory
Virginia
$51K +$45.2K +655 +423%
FMII
1360
Farmers & Merchants Investments Inc
Nebraska
$50K +$1.03K +15 +2%
GFPC
1361
Global Financial Private Client
Florida
$49K -$51.9K -753 -50%
GEA
1362
Glen Eagle Advisors
New Jersey
$48.1K – – –
ZB
1363
Zions Bancorporation
Utah
$48K -$78.1K -1,132 -60%
HWA
1364
HHM Wealth Advisors
Tennessee
$48K +$4.14K +60 +9%
BSB
1365
Bangor Savings Bank
Maine
$47K +$51.7K +750 New
DWP
1366
Destiny Wealth Partners
Florida
$45K +$17K +246 +53%
EARNEST Partners
1367
EARNEST Partners
Georgia
$43K – – –
CA
1368
Crewe Advisors
Utah
$43K +$46.7K +677 New
CAC
1369
Core Alternative Capital
Georgia
$42K -$552 -8 -1%
MA
1370
MCF Advisors
Kentucky
$42K – – –
AF
1371
Arrow Financial
New York
$39K – – –
GLLW
1372
Graves Light Lenhart Wealth
Virginia
$39K – – –
1IA
1373
1834 Investment Advisors
Wisconsin
$39K +$42.2K +612 New
GC
1374
Gould Capital
Washington
$38K – – –
ANBT
1375
American National Bank & Trust
Texas
$37K – – –