We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
626
B. Riley Wealth Advisors
Florida
$2.52M -$936K -12,787 -20%
NMIMC
627
Northwestern Mutual Investment Management Company
Wisconsin
$2.51M +$10.3K +140 +0.3%
CRM
628
Cramer Rosenthal McGlynn
Connecticut
$2.51M -$8.28M -113,055 -70%
GGI
629
GPM Growth Investors
Michigan
$2.51M -$4.57M -62,386 -57%
PWP
630
Principle Wealth Partners
Connecticut
$2.49M +$3.07M +41,898 +748%
BBI
631
Baxter Bros Inc
Connecticut
$2.47M +$3.18M +43,365 +1,130%
SIM
632
Sterling Investment Management
Arizona
$2.46M +$3.44M +47,014 New
ATIA
633
American Trust Investment Advisors
New Hampshire
$2.46M +$3.44M +46,965 New
MAA
634
Mraz Amerine & Associates
California
$2.46M – – –
HF
635
HRT Financial
New York
$2.44M +$3.41M +46,584 New
NGA
636
Naples Global Advisors
Florida
$2.44M +$1.2M +16,328 +54%
AA
637
Ancora Advisors
Ohio
$2.44M +$1.19M +16,312 +54%
PA
638
PFG Advisors
Arizona
$2.44M +$67.5K +922 +2%
COI
639
Connable Office Inc
Michigan
$2.43M -$57.9K -791 -2%
FFN
640
Focus Financial Network
Minnesota
$2.42M +$2.87M +39,223 +570%
TNA
641
True North Advisors
Texas
$2.41M +$80.6K +1,100 +2%
HG
642
Herbst Group
Connecticut
$2.4M +$1.72M +23,501 +105%
CWA
643
Canvas Wealth Advisors
Kansas
$2.4M +$3.4M +46,427 New
SWA
644
SFMG Wealth Advisors
Texas
$2.4M +$3.18M +43,412 +1,787%
PWM
645
Perigon Wealth Management
California
$2.39M +$686K +9,364 +26%
AAS
646
Annex Advisory Services
Wisconsin
$2.39M -$3.89M -53,090 -54%
CC
647
Courier Capital
New York
$2.38M +$718K +9,801 +27%
CWG
648
Cornerstone Wealth Group
North Carolina
$2.38M +$3.32M +45,379 New
ANTB
649
AMG National Trust Bank
Colorado
$2.36M -$945K -12,910 -22%
AP
650
Americana Partners
Texas
$2.36M +$712K +9,718 +27%
24 25
26
27 28