We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1626
Elkhorn Partners
Nebraska
$30K -$28.4K -470 -46%
JWA
1627
JFS Wealth Advisors
Pennsylvania
$29K -$2.36K -39 -7%
KFP
1628
KB Financial Partners
New Jersey
$29K – – –
SL
1629
Salomon & Ludwin
Virginia
$28.6K +$31.5K +521 New
Loomis, Sayles & Company
1630
Loomis, Sayles & Company
Massachusetts
$28K +$3.44K +57 +13%
PCA
1631
Providence Capital Advisors
North Carolina
$27.6K +$30.3K +502 New
AA
1632
AlphaMark Advisors
Kentucky
$27K – – –
CSC
1633
Caldwell Sutter Capital
California
$25.7K – – –
WT
1634
Washington Trust
Rhode Island
$25.1K -$140K -2,315 -84%
WAM
1635
WFA Asset Management
Wisconsin
$24.9K +$121 +2 +0.4%
YAL
1636
Your Advocates Ltd
Texas
$24.9K -$1.45K -24 -5%
KFI
1637
Key Financial Inc
Pennsylvania
$24.5K – – –
HGERS
1638
Householder Group Estate & Retirement Specialist
Arizona
$23.9K +$26.4K +436 New
GM
1639
GeoWealth Management
Illinois
$23K +$25.4K +420 New
TSWM
1640
Tyler-Stone Wealth Management
Ohio
$22K – – –
BCM
1641
Bourgeon Capital Management
Connecticut
$22K – – –
IAS
1642
IMA Advisory Services
Colorado
$22K – – –
ITIM
1643
Indiana Trust & Investment Management
Indiana
$22K +$24.2K +400 New
CMA
1644
Cedar Mountain Advisors
Oregon
$21.5K +$60 +1 +0.3%
NFSG
1645
Newbridge Financial Services Group
Florida
$21.5K +$1.39K +23 +6%
IWP
1646
IAG Wealth Partners
Wisconsin
$20.3K – – –
Jones Financial Companies
1647
Jones Financial Companies
Missouri
$20.1K -$122K -2,021 -85%
HFM
1648
Harvest Fund Management
China
$20K -$196K -3,242 -90%
PFA
1649
Pathway Financial Advisers
Indiana
$18.8K +$20.7K +343 New
EIM
1650
Essex Investment Management
Massachusetts
$18.7K – – –