We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1551
WFA of San Diego
California
$88K +$55.5K +918 +134%
BC
1552
Barrett & Company
Rhode Island
$87.2K
AWM
1553
AllSquare Wealth Management
New York
$85.6K
MME
1554
Meag Munich Ergo
Germany
$85.2K
HB
1555
Horizon Bancorp
Indiana
$85K +$80.4K +1,331 +637%
OIA
1556
Optimum Investment Advisors
Illinois
$83.9K +$121 +2 +0.1%
TC
1557
Truvestments Capital
Florida
$82K +$121 +2 +0.1%
SSG
1558
Summit Securities Group
New York
$82K -$26.7K -441 -23%
NCM
1559
Northwest Capital Management
Oregon
$80.6K +$302 +5 +0.3%
CCA
1560
Column Capital Advisors
Indiana
$79.7K -$907 -15 -1%
MA
1561
MCF Advisors
Kentucky
$78K -$19.5K -322 -18%
MCM
1562
MV Capital Management
Maryland
$77.8K +$4.65K +77 +6%
TFM
1563
TFC Financial Management
Massachusetts
$76.1K -$19.6K -325 -19%
MAWCM
1564
Mine & Arao Wealth Creation & Management
California
$75.6K +$181 +3 +0.2%
WAS
1565
Wesleyan Assurance Society
United Kingdom
$69K +$75.5K +1,250 New
HIA
1566
Harbor Investment Advisory
Maryland
$68.7K -$110K -1,825 -20%
VCM
1567
Versant Capital Management
Arizona
$67K +$64.5K +1,068 +703%
DIP
1568
DT Investment Partners
Pennsylvania
$66.6K
OC
1569
Oakworth Capital
Alabama
$65.9K
Legacy Financial Group (Iowa)
1570
Legacy Financial Group (Iowa)
Iowa
$65.2K +$71.8K +1,188 New
AF
1571
Advisornet Financial
Minnesota
$62.8K -$498K -8,243 -88%
DMBA
1572
Deseret Mutual Benefit Administrators
Utah
$61.7K -$3.5K -58 -5%
MMG
1573
Monetary Management Group
Missouri
$60.4K -$9.07K -150 -12%
RAM
1574
Ramirez Asset Management
New York
$60.4K +$66.5K +1,100 New
BWM
1575
Baystate Wealth Management
Massachusetts
$60.1K +$242 +4 +0.4%