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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
626
Miracle Mile Advisors
California
$2.92M +$1.9M +21,567 +166%
PAM
627
Panagora Asset Management
Massachusetts
$2.9M +$99K +1,126 +3%
TIM
628
Thompson Investment Management
Wisconsin
$2.9M
CI Investments Inc
629
CI Investments Inc
Ontario, Canada
$2.87M +$1.01M +11,505 +51%
LW
630
Linscomb Wealth
Texas
$2.86M -$132K -1,495 -4%
BG
631
Bollard Group
Massachusetts
$2.83M -$187K -2,125 -6%
SWP
632
Stratos Wealth Partners
Ohio
$2.82M +$198K +2,248 +7%
PF
633
Phoenix Financial
Israel
$2.82M +$2.5M +28,460 +598%
DWM
634
Destination Wealth Management
California
$2.8M +$388K +4,411 +15%
HKIMG
635
Hutchens & Kramer Investment Management Group
Indiana
$2.79M
WOC
636
West Oak Capital
California
$2.77M -$234K -2,655 -7%
TFA
637
Teamwork Financial Advisors
Texas
$2.76M +$1.17M +13,326 +68%
CC
638
Courier Capital
New York
$2.75M -$81K -921 -3%
KA
639
Kerrisdale Advisers
Florida
$2.74M +$2.86M +32,550 New
IAS
640
Investment Advisory Services
Texas
$2.74M +$11.6K +132 +0.4%
SLI
641
Sumitomo Life Insurance
Japan
$2.73M -$45.6K -518 -2%
MCA
642
Martin Capital Advisors
Texas
$2.73M
WJWM
643
Williams Jones Wealth Management
New York
$2.72M -$319K -3,629 -10%
RSC
644
Red Spruce Capital
Pennsylvania
$2.72M +$15.1K +172 +0.5%
CWM
645
Cordatus Wealth Management
Pennsylvania
$2.71M +$2.83M +32,199 New
RFC
646
Regions Financial Corp
Alabama
$2.7M +$10.8K +123 +0.4%
HG
647
Herbst Group
Connecticut
$2.69M -$33K -375 -1%
EWM
648
Empirical Wealth Management
Washington
$2.69M -$1.09M -12,420 -28%
BC
649
Bartlett & Co
Ohio
$2.65M +$2.46K +28 +0.1%
BCWM
650
Bartlett & Co Wealth Management
Ohio
$2.65M +$2.46K +28 +0.1%