We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1451
Capital Square
Tennessee
$244K +$226K +4,311 New
SAG
1452
SageView Advisory Group
California
$244K +$225K +4,304 New
LNB
1453
Ledyard National Bank
$244K – – –
SFP
1454
Sweet Financial Partners
Minnesota
$243K +$224K +4,280 New
MFGM
1455
Marshall Financial Group (Maryland)
Maryland
$243K +$16.6K +317 +8%
FC
1456
Forte Capital
New York
$242K -$19.3K -369 -8%
CFO
1457
Collective Family Office
Pennsylvania
$242K +$262 +5 +0.1%
IAMOG
1458
Investors Asset Management of Georgia
Georgia
$241K +$19.6K +375 +10%
PI
1459
PFG Investments
New York
$240K +$222K +4,242 New
SFA
1460
Souders Financial Advisors
Ohio
$240K -$4.56K -87 -2%
OHWP
1461
Oak Harbor Wealth Partners
North Carolina
$240K +$221K +4,226 New
AC
1462
Avestar Capital
New York
$239K +$74.3K +1,419 +51%
SQA
1463
Simon Quick Advisors
New Jersey
$239K +$221K +4,210 New
BFA
1464
Beaumont Financial Advisors
Massachusetts
$236K +$16.3K +311 +8%
JCM
1465
Jacobi Capital Management
Pennsylvania
$236K -$7.18K -137 -3%
WA
1466
Waverly Advisors
Alabama
$236K +$218K +4,157 New
JDR
1467
Jay D. Rosenbaum
$235K -$1.15K -22 -0.5%
CA
1468
Claro Advisors
Massachusetts
$235K +$217K +4,145 New
WFI
1469
West Family Investments
California
$234K +$1.73K +33 +0.8%
SYBT
1470
Stock Yards Bank & Trust
Kentucky
$233K -$67.9K -1,296 -24%
ET
1471
Equitable Trust
Tennessee
$233K -$84.7K -1,617 -28%
LPAM
1472
Lodestar Private Asset Management
California
$233K +$838 +16 +0.4%
OWA
1473
Octavia Wealth Advisors
Ohio
$233K +$215K +4,102 New
VST
1474
Van Strum & Towne
California
$232K – – –
RCA
1475
Reitz Capital Advisors
Michigan
$232K +$215K +4,096 New
57 58
59
60 61