We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
351
Empower Advisory Group
Colorado
$13.1M -$467K -6,324 -3%
CLGM
352
Capitolis Liquid Global Markets
New York
$13M -$46M -623,000 -78%
EIA
353
Edgemoor Investment Advisors
Maryland
$12.9M +$181K +2,456 +1%
HWM
354
HFR Wealth Management
New York
$12.9M +$27.6K +373 +0.2%
PCM
355
Poehling Capital Management
Wisconsin
$12.9M -$1.19M -16,140 -8%
AAIM
356
Asset Advisors Investment Management
Georgia
$12.8M +$564K +7,630 +5%
NAM
357
Nissay Asset Management
Japan
$12.8M +$438K +5,929 +4%
G
358
GenTrust
Florida
$12.8M
Axa
359
Axa
France
$12.7M +$16.5K +224 +0.1%
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$12.6M -$1.45M -19,565 -10%
PWM
361
Perigon Wealth Management
California
$12.6M +$442K +5,983 +4%
WAM
362
Winslow Asset Management
Ohio
$12.5M -$539K -7,296 -4%
FA
363
Financial Avengers
California
$12.4M -$260K -3,521 -2%
WPW
364
Warther Private Wealth
Ohio
$12.4M -$1.17M -15,900 -9%
SMDAM
365
Sumitomo Mitsui DS Asset Management
Japan
$12.3M +$283K +3,828 +2%
Walleye Capital
366
Walleye Capital
New York
$12M -$14.7M -198,747 -55%
SOADOR
367
State of Alaska Department of Revenue
Alaska
$12M +$63.9K +865 +0.5%
JC
368
Jacobs & Co
California
$11.9M -$49.2K -666 -0.4%
JSA
369
Jacobson & Schmitt Advisors
Wisconsin
$11.9M +$482K +6,526 +4%
PMG
370
ProVise Management Group
Florida
$11.7M +$468K +6,330 +4%
MC
371
Montag & Caldwell
Georgia
$11.6M -$3.57M -48,331 -23%
MCM
372
MAI Capital Management
Ohio
$11.6M +$696K +9,420 +6%
CP
373
Cumberland Partners
Ontario, Canada
$11.6M +$11.6M +156,898 New
LC
374
Lakehouse Capital
Australia
$11.5M
AQR Capital Management
375
AQR Capital Management
Connecticut
$11.5M -$7.47M -101,149 -39%