We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PW
651
Price Wealth
Texas
$765K +$747K +13,939 +1,931%
LCM
652
Liberty Capital Management
Michigan
$763K +$149K +2,784 +24%
FNBT
653
FineMark National Bank & Trust
Florida
$753K +$5.14K +96 +0.7%
WA
654
Waverly Advisors
Alabama
$751K -$93.9K -1,752 -11%
RW
655
Rand Wealth
Maryland
$739K +$42.7K +797 +6%
OPCM
656
Osborne Partners Capital Management
California
$735K -$4.77K -89 -0.6%
FCBT
657
First Citizens Bank & Trust
North Carolina
$730K +$36.8K +687 +5%
TAM
658
Tyers Asset Management
Texas
$727K -$165K -3,072 -18%
SFSIG
659
San Francisco Sentry Investment Group
California
$727K +$8.36K +156 +1%
BUB
660
BBVA USA Bancshares
Texas
$723K +$69.6K +1,298 +10%
BAM
661
Barrett Asset Management
New York
$719K
IDBONY
662
Israel Discount Bank of New York
New York
$713K +$21K +392 +3%
EFS
663
Essex Financial Services
Connecticut
$699K -$39.4K -735 -5%
RG
664
Rathbones Group
United Kingdom
$689K -$143K -2,666 -17%
AI
665
Atria Investments
North Carolina
$688K -$264K -4,919 -27%
GBT
666
Grove Bank & Trust
Florida
$685K
WMC
667
Westwood Management Corporation
Illinois
$679K -$5.11M -95,400 -88%
SHGA
668
Sand Hill Global Advisors
California
$675K -$6.57M -122,555 -90%
AFG
669
Albion Financial Group
Utah
$669K
CPA
670
Clear Perspective Advisors
Illinois
$667K +$684K +12,771 New
DIA
671
Davidson Investment Advisors
Montana
$663K -$54.9K -1,025 -7%
MML Investors Services
672
MML Investors Services
Massachusetts
$659K -$73.7K -1,375 -10%
TW
673
Transform Wealth
Colorado
$650K
MFAM
674
Motley Fool Asset Management
Virginia
$649K +$666K +12,436 New
LCM
675
Logan Capital Management
Pennsylvania
$647K -$77.6K -1,448 -10%