We are live on ! Find out more
SCHW icon

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1901
Jacobi Capital Management
Pennsylvania
$241K +$252K +2,570 New
FOA
1902
Five Oceans Advisors
California
$241K -$588 -6 -0.2%
SWASL
1903
Spartan Wealth Advisory Services LLC
Michigan
$241K +$251K +2,563 New
GAFA
1904
Garton & Associates Financial Advisors
Kentucky
$241K +$294 +3 +0.1%
VA
1905
Valmark Advisers
Ohio
$240K +$251K +2,556 New
MSFS
1906
Main Street Financial Solutions
Pennsylvania
$240K -$342K -3,490 -58%
CAC
1907
Core Alternative Capital
Georgia
$239K +$38.2K +390 +18%
AIP
1908
Almanack Investment Partners
Pennsylvania
$238K – – –
SFWA
1909
Summit Financial Wealth Advisors
Louisiana
$238K +$24.6K +251 +11%
BDFN
1910
Bond & Devick Financial Network
Minnesota
$238K -$687 -7 -0.3%
WTFG
1911
Wood Tarver Financial Group
Idaho
$238K +$294 +3 +0.1%
LRPA
1912
L. Roy Papp & Associates
Arizona
$237K +$294 +3 +0.1%
MAM
1913
Morse Asset Management
Connecticut
$237K +$25.5K +260 +11%
IFPL
1914
Investments & Financial Planning LLC
Kentucky
$236K +$1.08K +11 +0.4%
CPIA
1915
Cornell Pochily Investment Advisors
New York
$236K +$20.1K +205 +9%
NCM
1916
Northside Capital Management
Oregon
$236K – – –
HAI
1917
Hennessy Advisors Inc
California
$235K -$98.1K -1,000 -29%
TPA
1918
Trivium Point Advisory
Connecticut
$234K -$5.49M -55,961 -96%
MCM
1919
Manchester Capital Management
Vermont
$233K +$11.5K +117 +5%
GD
1920
Grandfield & Dodd
New York
$233K -$588 -6 -0.2%
PFM
1921
Patton Fund Management
Texas
$233K – – –
GIA
1922
Guyasuta Investment Advisors
Pennsylvania
$232K – – –
SPC
1923
Spirepoint Private Client
Florida
$232K +$31.4K +320 +15%
PFA
1924
Pathway Financial Advisors
Vermont
$232K – – –
SWM
1925
Segment Wealth Management
Texas
$232K -$48.2K -491 -17%
75 76
77
78 79