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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RF
2201
Roxbury Financial
New Jersey
$21.4K
DF
2202
Dunhill Financial
United Kingdom
$21.3K -$1.18K -12 -5%
HC
2203
Hurley Capital
New York
$21.2K +$196 +2 +0.9%
MNA
2204
Manning & Napier Advisors
New York
$21.2K +$12.8K +131 +135%
Kayne Anderson Rudnick Investment Management
2205
Kayne Anderson Rudnick Investment Management
California
$21.2K -$8.24K -84 -27%
POIA
2206
Pin Oak Investment Advisors
Texas
$21K
EFMH
2207
E Fund Management (HK)
Hong Kong
$21K +$20.8K +212 +1,927%
NF
2208
Napier Financial
Massachusetts
$21K +$21.9K +223 New
BHWM
2209
Bay Harbor Wealth Management
Maryland
$20.4K +$6.38K +65 +43%
MWM
2210
Mascoma Wealth Management
New Hampshire
$20.4K
SL
2211
Salomon & Ludwin
Virginia
$20.2K -$2.26K -23 -10%
HFS
2212
Horizon Financial Services
North Carolina
$20.1K
TLFA
2213
True Link Financial Advisors
California
$19.7K +$20.6K +210 New
PWMG
2214
Prestige Wealth Management Group
New Jersey
$19.3K +$3.04K +31 +18%
WTA
2215
Washington Trust Advisors
Massachusetts
$19.3K +$3.04K +31 +18%
AEPWM
2216
Atlantic Edge Private Wealth Management
Florida
$18.8K
FDW
2217
Fourth Dimension Wealth
Ohio
$18.8K
OAJ
2218
Ogorek Anthony Joseph
New York
$18K +$98 +1 +0.5%
AIM
2219
Arcadia Investment Management
Michigan
$17.4K
CMP
2220
Coston McIsaac & Partners
Maine
$17K
FRA
2221
Front Row Advisors
California
$16.9K
CIR
2222
Clear Investment Research
Georgia
$16.9K +$17.7K +180 New
SN
2223
Sittner & Nelson
Oregon
$16.7K
HNW
2224
High Note Wealth
Minnesota
$16.2K +$3.33K +34 +25%
TCA
2225
Trifecta Capital Advisors
Illinois
$16.1K -$19.6K -200 -54%