We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1801
Gleason Group
Kentucky
$13.8K – – –
FCT
1802
First Community Trust
Iowa
$13.6K – – –
LI
1803
LRI Investments
Florida
$13.5K +$12.2K +186 New
FG
1804
Fairman Group
Pennsylvania
$13.3K – – –
TIM
1805
Tortoise Investment Management
New York
$13.2K +$3.56K +54 +42%
CIR
1806
Clear Investment Research
Georgia
$13K – – –
PGAM
1807
Princeton Global Asset Management
New Jersey
$12.7K -$9.81K -149 -46%
EFP
1808
EnRich Financial Partners
Wisconsin
$12.7K +$11.5K +175 New
TCM
1809
Tradewinds Capital Management
Washington
$12.6K +$66 +1 +0.6%
ATC
1810
Adirondack Trust Company
New York
$12.5K +$527 +8 +5%
GTAM
1811
Global Trust Asset Management
Florida
$12.4K +$6.59K +100 +141%
CIAS
1812
CBIZ Investment Advisory Services
Ohio
$12.3K +$11.3K +171 New
PP
1813
PrairieView Partners
Minnesota
$12K – – –
NFSG
1814
Newbridge Financial Services Group
Florida
$11.9K -$15K -228 -58%
WIA
1815
Wetzel Investment Advisors
Indiana
$11.9K -$18.9K -287 -64%
WCM
1816
Westend Capital Management
California
$11.8K +$10.7K +163 New
WAS
1817
Winch Advisory Services
Wisconsin
$11.7K +$66 +1 +0.6%
MWM
1818
Mascoma Wealth Management
New Hampshire
$10.9K – – –
GCM
1819
Gables Capital Management
Florida
$10.8K – – –
RTL
1820
Red Tortoise LLC
Georgia
$10.7K – – –
SC
1821
Steph & Co
Wisconsin
$10.6K +$9.68K +147 New
CCMI
1822
Creative Capital Management Investments
California
$10.5K – – –
SN
1823
Sittner & Nelson
Oregon
$10.3K -$29.6K -450 -76%
NECFA
1824
New England Capital Financial Advisors
Connecticut
$10.2K – – –
HC
1825
Hoese & Co
Minnesota
$10.1K – – –
71 72
73
74 75