We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
2176
Stone House Investment Management
Pennsylvania
$28K +$3.04K +31 +12%
JGCM
2177
Joseph Group Capital Management
Ohio
$27.9K +$14.9K +152 +105%
BAM
2178
Bellevue Asset Management
Washington
$27.7K +$98 +1 +0.3%
BFS
2179
Beacon Financial Strategies
North Carolina
$27.4K
PPC
2180
Park Place Capital
Alabama
$26.8K +$6.57K +67 +31%
GA
2181
GoalVest Advisory
New York
$26.3K
PGAM
2182
Princeton Global Asset Management
New Jersey
$26.2K
Loomis, Sayles & Company
2183
Loomis, Sayles & Company
Massachusetts
$26K -$10.6K -108 -28%
MAM
2184
Meeder Asset Management
Ohio
$26K -$8.63K -88 -24%
SSG
2185
Summit Securities Group
New York
$25.8K -$216K -2,204 -89%
AT
2186
Arlington Trust
Alabama
$25.8K +$21K +214 +357%
FFA
2187
Frazier Financial Advisors
Ohio
$25.6K +$294 +3 +1%
SFS
2188
Sunrise Financial Services
Washington
$25.1K +$7.36K +75 +39%
FCG
2189
Financial Connections Group
California
$25K
RF
2190
Robinswood Financial
Washington
$24.8K +$98 +1 +0.4%
MAS
2191
MPWM Advisory Solutions
Georgia
$24.7K +$25.8K +263 New
PSB
2192
Piscataqua Savings Bank
New Hampshire
$24.2K
GCM
2193
Gables Capital Management
Florida
$23.4K
VFM
2194
Vision Financial Markets
Connecticut
$22.8K +$98 +1 +0.4%
IWM
2195
IMG Wealth Management
Florida
$22.7K +$6.28K +64 +36%
P
2196
Palladiem
Pennsylvania
$22.4K
STB
2197
S&T Bank
Pennsylvania
$22.3K +$20.1K +205 +641%
BBPWM
2198
Blue Bell Private Wealth Management
Pennsylvania
$22.2K +$2.26K +23 +11%
LFASL
2199
Lugano Financial Advisors SA (LFA)
Switzerland
$22.1K
WA
2200
Whipplewood Advisors
Colorado
$21.5K +$22K +224 +4,480%