We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1526
SRH Advisors
Kansas
$6K
DI
1527
Disciplined Investments
Oklahoma
$6K +$6.07K +69 New
FGAM
1528
Financial Gravity Asset Management
Texas
$5.33K -$44.3K -504 -25%
SC
1529
Schubert & Co
Texas
$5K -$1.41K -16 -22%
AP
1530
Atwood & Palmer
Missouri
$5K
CAM
1531
Costello Asset Management
Pennsylvania
$5K
GWSG
1532
GPS Wealth Strategies Group
Colorado
$5K
MCC
1533
Money Concepts Capital
Florida
$5K +$5.72K +65 New
BBPWM
1534
Blue Bell Private Wealth Management
Pennsylvania
$4K
S
1535
Surevest
California
$4K
WT
1536
Washington Trust
Rhode Island
$4K
MFT
1537
Moisand Fitzgerald Tamayo
Florida
$4K +$3.87K +44 New
LSA
1538
Lansing Street Advisors
Pennsylvania
$4K +$4.13K +47 New
PAG
1539
Paladin Advisory Group
Iowa
$4K +$4.57K +52 New
ECM
1540
Estabrook Capital Management
New York
$3.79K
Loomis, Sayles & Company
1541
Loomis, Sayles & Company
Massachusetts
$3K -$22.2K -252 -89%
COCM
1542
Charter Oak Capital Management
New Hampshire
$3K
TFGT
1543
TS Financial Group (TSFG)
Illinois
$3K
CAL
1544
Capital Advisors Ltd
Ohio
$3K +$1.32K +15 +94%
ADL
1545
Asset Dedication LLC
California
$3K +$2.64K +30 New
APC
1546
Aspire Private Capital
North Carolina
$2K -$792 -9 -28%
ACM
1547
AUA Capital Management
Pennsylvania
$2K
FBT
1548
First Bank & Trust
South Dakota
$2K
HNWAG
1549
High Net Worth Advisory Group
Florida
$2K
TFM
1550
TFC Financial Management
Massachusetts
$2K