We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PFC
1526
Phocas Financial Corp
California
$25K +$23.3K +300 New
IRC
1527
Investors Research Corp
Georgia
$24.1K – – –
FSWA
1528
Financial Synergies Wealth Advisors
Texas
$24.1K +$2.1K +27 +10%
DMKJ
1529
David M. Knott Jr
$24K +$22K +284 New
Nomura Holdings
1530
Nomura Holdings
Japan
$24K +$22.4K +289 New
RWM
1531
Raffa Wealth Management
District of Columbia
$23.6K +$1.32K +17 +6%
BAM
1532
Bellevue Asset Management
Washington
$23.5K – – –
GIA
1533
Goodwin Investment Advisory
Georgia
$22.3K – – –
ME
1534
McIlrath & Eck
Washington
$21.9K – – –
FAM
1535
Fred Alger Management
New York
$21.3K +$19.9K +256 New
CAL
1536
Capital Advisors Ltd
Ohio
$20K +$37.7K +486 +171%
EE
1537
EWG Elevate
California
$19.8K +$18.5K +238 New
LFG
1538
Larson Financial Group
Missouri
$18.7K +$9.7K +125 +125%
HF
1539
Halpern Financial
Virginia
$18.1K – – –
TSWM
1540
Tyler-Stone Wealth Management
Ohio
$18K +$17.1K +220 New
PWMG
1541
Prestige Wealth Management Group
New Jersey
$17.7K +$1.4K +18 +9%
CAS
1542
Coppell Advisory Solutions
Texas
$17.3K +$16.1K +208 New
CASC
1543
Coppell Advisory Solutions Corp
Texas
$17.3K +$16.1K +208 New
GI
1544
Gradient Investments
Minnesota
$17.2K -$21.4K -276 -57%
MWM
1545
Mascoma Wealth Management
New Hampshire
$16.7K +$78 +1 +0.5%
BWA
1546
BDO Wealth Advisors
Florida
$16.7K -$5.2K -67 -25%
BLC
1547
Brown, Lisle/Cummings
Rhode Island
$16.1K +$3.34K +43 +29%
FCT
1548
First Community Trust
Iowa
$16K – – –
GMA
1549
Glassy Mountain Advisors
Maryland
$15.9K +$14.8K +191 New
HS
1550
Horan Securities
United States
$15.7K -$10.6K -137 -42%