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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
651
Private Advisor Group
New Jersey
$766K -$814K -15,182 -51%
PW
652
Price Wealth
Texas
$765K +$747K +13,939 +1,931%
LCM
653
Liberty Capital Management
Michigan
$763K +$149K +2,784 +24%
FNBT
654
FineMark National Bank & Trust
Florida
$753K +$5.14K +96 +0.7%
WA
655
Waverly Advisors
Alabama
$751K -$93.9K -1,752 -11%
RW
656
Rand Wealth
Maryland
$739K +$42.7K +797 +6%
OPCM
657
Osborne Partners Capital Management
California
$735K -$4.77K -89 -0.6%
FCBT
658
First Citizens Bank & Trust
North Carolina
$730K +$36.8K +687 +5%
TAM
659
Tyers Asset Management
Texas
$727K -$165K -3,072 -18%
SFSIG
660
San Francisco Sentry Investment Group
California
$727K +$8.36K +156 +1%
BUB
661
BBVA USA Bancshares
Texas
$723K +$69.6K +1,298 +10%
BAM
662
Barrett Asset Management
New York
$719K – – –
IDBONY
663
Israel Discount Bank of New York
New York
$713K +$21K +392 +3%
EFS
664
Essex Financial Services
Connecticut
$699K -$39.4K -735 -5%
RG
665
Rathbones Group
United Kingdom
$689K -$143K -2,666 -17%
AI
666
Atria Investments
North Carolina
$688K -$264K -4,919 -27%
GBT
667
Grove Bank & Trust
Florida
$685K – – –
WMC
668
Westwood Management Corporation
Illinois
$679K -$5.11M -95,400 -88%
SHGA
669
Sand Hill Global Advisors
California
$675K -$6.57M -122,555 -90%
AFG
670
Albion Financial Group
Utah
$669K – – –
CPA
671
Clear Perspective Advisors
Illinois
$667K +$684K +12,771 New
DIA
672
Davidson Investment Advisors
Montana
$663K -$54.9K -1,025 -7%
MML Investors Services
673
MML Investors Services
Massachusetts
$659K -$73.7K -1,375 -10%
TW
674
Transform Wealth
Colorado
$650K – – –
MFAM
675
Motley Fool Asset Management
Virginia
$649K +$666K +12,436 New