We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1776
CWS Financial Advisors
Michigan
– -$260K -3,982 Closed
CGFA
1777
Colton Groome Financial Advisors
North Carolina
– -$329K -3,954 Closed
RIA
1778
Regal Investment Advisors
Michigan
– -$326K -3,918 Closed
AFT
1779
Alpha Family Trust
California
– -$323K -3,875 Closed
HCM
1780
HMS Capital Management
Tennessee
– -$321K -3,861 Closed
NPF
1781
Norris Perne & French
Michigan
– -$321K -3,850 Closed
CA
1782
Carson Advisory
Georgia
– -$317K -3,803 Closed
MAWA
1783
Moss Adams Wealth Advisors
Washington
– -$313K -3,762 Closed
ACM
1784
Absolute Capital Management
Pennsylvania
– -$308K -3,700 Closed
WCF
1785
West Coast Financial
California
– -$305K -3,665 Closed
GCM
1786
Glaxis Capital Management
Florida
– -$305K -3,664 Closed
CK
1787
Cohen Klingenstein
New York
– -$305K -3,660 Closed
HIIFS
1788
Harel Insurance Investments & Financial Services
Israel
– -$302K -3,660 Closed
BWM
1789
Baron Wealth Management
Michigan
– -$304K -3,651 Closed
QFA
1790
Quantum Financial Advisors
California
– -$304K -3,649 Closed
SQA
1791
Simon Quick Advisors
New Jersey
– -$303K -3,638 Closed
KFC
1792
Klingenstein Fields & Co
New York
– -$301K -3,615 Closed
VCA
1793
Verdence Capital Advisors
Maryland
– -$299K -3,588 Closed
WA
1794
Waddell & Associates
Tennessee
– -$298K -3,580 Closed
TCM
1795
Telos Capital Management
California
– -$296K -3,553 Closed
SAG
1796
SageView Advisory Group
California
– -$295K -3,549 Closed
LCM
1797
LCM Capital Management
Illinois
– -$289K -3,472 Closed
TIA
1798
Tandem Investment Advisors
South Carolina
– -$286K -3,432 Closed
BFS
1799
Bradley Foster & Sargent
Connecticut
– -$283K -3,394 Closed
EFG
1800
Everhart Financial Group
Ohio
– -$282K -3,385 Closed
70 71
72
73 74