We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2101
Icon Advisers
Colorado
$11.5K – – –
OPTFSNA
2102
Old Point Trust & Financial Services N A
Virginia
$11.1K – – –
BFPW
2103
BOK Financial Private Wealth
Colorado
$10.9K -$37.3K -393 -78%
BFS
2104
Bare Financial Services
Pennsylvania
$10.9K +$2.28K +24 +27%
BHWM
2105
Bay Harbor Wealth Management
Maryland
$10.9K +$1.52K +16 +16%
HHGA
2106
Halbert Hargrove Global Advisors
California
$10.5K +$10.4K +110 New
MCI
2107
MRP Capital Investments
Georgia
$10.5K -$4.75K -50 -30%
NSG
2108
Nalls Sherbakoff Group
Tennessee
$9.83K – – –
MWA
2109
Miller Wealth Advisors
Colorado
$9.55K – – –
FUBT
2110
First United Bank & Trust
Maryland
$8.88K – – –
SVCP
2111
Silicon Valley Capital Partners
California
$8.81K +$8.73K +92 New
CB
2112
Centennial Bank
Arkansas
$8.78K – – –
ANBT
2113
American National Bank & Trust
Texas
$8.59K – – –
RFA
2114
Reyes Financial Architecture
California
$8.59K – – –
GWSA
2115
Global Wealth Strategies & Associates
Colorado
$7.92K – – –
HNW
2116
High Note Wealth
Minnesota
$7.83K +$949 +10 +14%
DPW
2117
DiNuzzo Private Wealth
Pennsylvania
$7.48K – – –
FGAM
2118
Financial Gravity Asset Management
Texas
$7.39K +$7.31K +77 New
TFM
2119
TFC Financial Management
Massachusetts
$7.36K – – –
IWM
2120
IMG Wealth Management
Florida
$7.16K – – –
UFPG
2121
United Financial Planning Group
New York
$7.16K +$7.12K +75 New
CA
2122
Centerpoint Advisors
Massachusetts
$7K +$7.31K +77 New
HIW
2123
Holos Integrated Wealth
Pennsylvania
$5.98K – – –
JGIA
2124
Jackson Grant Investment Advisers
Connecticut
$5.92K – – –
STB
2125
S&T Bank
Pennsylvania
$5.82K +$1.23K +13 +27%
83 84
85
86 87