We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1426
Optas LLC
Texas
$671K +$93.8K +989 +17%
TC
1427
TAGStone Capital
North Carolina
$670K +$1.23K +13 +0.2%
CCWM
1428
Cassaday & Co Wealth Management
Virginia
$670K +$11K +116 +2%
IFU
1429
iSAM Funds (UK)
United Kingdom
$669K -$146K -1,543 -19%
PA
1430
PFG Advisors
Arizona
$668K -$279K -2,942 -31%
IAIM
1431
International Assets Investment Management
Florida
$665K -$49.2K -519 -7%
FT
1432
Fiduciary Trust
Massachusetts
$663K +$8.44K +89 +1%
OCM
1433
Orser Capital Management
Texas
$662K +$6.74K +71 +1%
FWM
1434
FMB Wealth Management
California
$660K +$627K +6,609 New
NA
1435
Navellier & Associates
Nevada
$659K -$394K -4,155 -39%
CGH
1436
CMG Global Holdings
Texas
$658K -$74.7K -787 -11%
CA
1437
Carson Advisory
Georgia
$655K – – –
AFM
1438
Aspetuck Financial Management
Connecticut
$655K +$474 +5 +0.1%
MWM
1439
Meridian Wealth Management
Kentucky
$652K +$131K +1,386 +27%
SFS
1440
Strategic Financial Services
New York
$651K – – –
VT
1441
Volterra Technologies
New York
$648K +$615K +6,482 New
C1AG
1442
Client 1st Advisory Group
Florida
$645K – – –
BWP
1443
BSW Wealth Partners
Colorado
$644K +$17.7K +187 +3%
SP
1444
SmartHarvest Portfolios
Washington
$644K +$611K +6,444 New
AC
1445
AlphaCore Capital
California
$642K +$154K +1,624 +34%
FLII
1446
First Long Island Investors
New York
$640K +$392K +4,132 +182%
MSRI
1447
Michael S. Ryan Inc
New York
$637K +$1.14K +12 +0.2%
BMCM
1448
Bryn Mawr Capital Management
Pennsylvania
$637K +$86.3K +910 +17%
BFO
1449
Biltmore Family Office
North Carolina
$635K +$229K +2,419 +61%
AP
1450
Advisortrust Partners
North Carolina
$633K +$601K +6,338 New
56 57
58
59 60