We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1826
Pathway Financial Advisors
Vermont
$236K +$234K +2,470 New
LIA
1827
Limestone Investment Advisors
New York
$235K +$233K +2,460 New
LBC
1828
Leigh Baldwin & Co
New York
$235K -$15.8K -166 -6%
SPWM
1829
Schrum Private Wealth Management
Florida
$234K -$9.49K -100 -4%
CPIA
1830
Cornell Pochily Investment Advisors
New York
$234K +$15.9K +167 +7%
PA
1831
Procyon Advisors
Connecticut
$234K -$70K -738 -23%
WA
1832
Wealthstream Advisors
New York
$234K -$16.2K -171 -7%
FG
1833
Foster Group
Iowa
$232K +$7.69K +81 +3%
PCA
1834
Prosperity Capital Advisors
Ohio
$232K -$17K -179 -7%
AFAS
1835
Acorn Financial Advisory Services
Virginia
$232K +$6.64K +70 +3%
RRWA
1836
Rainey & Randall Wealth Advisors
Florida
$231K +$380 +4 +0.2%
TFS
1837
Thoroughbred Financial Services
Tennessee
$231K +$230K +2,426 New
BC
1838
Bayforest Capital
United Kingdom
$230K +$229K +2,408 New
CFS
1839
Coordinated Financial Services
Colorado
$230K -$47.1K -496 -17%
AA
1840
Auxano Advisors
Washington
$229K -$35.8K -377 -14%
VCM
1841
Violich Capital Management
California
$229K – – –
AIM
1842
Avity Investment Management
Connecticut
$229K +$19K +200 +9%
DBRC
1843
D.B. Root & Company
Pennsylvania
$229K +$2.28K +24 +1%
AMG
1844
Asset Management Group
Connecticut
$229K +$664 +7 +0.3%
ZIC
1845
ZWJ Investment Counsel
Georgia
$228K +$10.1K +106 +5%
SWA
1846
SOA Wealth Advisors
New York
$227K -$10.9K -115 -5%
SWM
1847
Segment Wealth Management
Texas
$227K – – –
FNT
1848
First Nebraska Trust
Nebraska
$227K – – –
JCM
1849
Jacobsen Capital Management
Utah
$225K +$6.17K +65 +3%
AIA
1850
Affinity Investment Advisors
California
$225K +$224K +2,359 New
72 73
74
75 76