We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
W
476
Wealthfront
California
$2.22M +$61K +1,138 +3%
BP
477
Broadleaf Partners
Ohio
$2.2M -$6.38K -119 -0.3%
LCM
478
Leisure Capital Management
California
$2.2M -$594K -11,092 -21%
MWNA
479
Marshall Wace North America
New York
$2.2M +$2.26M +42,138 New
SC
480
Scholtz & Company
Connecticut
$2.15M -$186K -3,475 -8%
BC
481
Brinker Capital
Pennsylvania
$2.15M -$81.9K -1,528 -4%
Daiwa Securities Group
482
Daiwa Securities Group
Japan
$2.14M +$170K +3,163 +8%
GAM
483
Griffin Asset Management
New York
$2.14M -$26.3K -490 -1%
TAM
484
Trillium Asset Management
Massachusetts
$2.1M +$38.1K +711 +2%
AA
485
Ancora Advisors
Ohio
$2.1M +$113K +2,114 +6%
HH
486
HWG Holdings
Texas
$2.1M +$109K +2,041 +5%
ACA
487
Anchor Capital Advisors
Massachusetts
$2.09M +$2.14M +40,000 New
CB
488
Chemical Bank
Michigan
$2.09M +$253K +4,720 +13%
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$2.08M -$29.1K -543 -1%
DWM
490
Destination Wealth Management
California
$2.07M -$763K -14,232 -26%
CCM
491
Coe Capital Management
Illinois
$2.05M -$59.5K -1,110 -3%
WOC
492
West Oak Capital
California
$2.05M +$98.9K +1,845 +5%
CCA
493
Covey Capital Advisors
Georgia
$2.04M +$770K +14,370 +58%
SSI
494
Scott & Selber Inc
Texas
$2.01M +$2.07M +38,557 New
Federated Hermes
495
Federated Hermes
Pennsylvania
$2.01M -$161K -3,005 -7%
TVWM
496
Tower View Wealth Management
Wisconsin
$1.99M -$224K -4,177 -10%
GJIC
497
Gamble Jones Investment Counsel
California
$1.98M -$39.5K -737 -2%
II
498
IFM Investors
Australia
$1.98M +$201K +3,743 +11%
Fayez Sarofim & Co
499
Fayez Sarofim & Co
Texas
$1.97M – – –
LPIC
500
LeJeune Puetz Investment Counsel
Michigan
$1.96M -$10.7K -200 -0.5%