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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
651
Bartlett & Co Wealth Management
Ohio
$2M +$18.2K +264 +0.8%
PWM
652
Perigon Wealth Management
California
$1.99M +$17.6K +255 +0.8%
WOC
653
West Oak Capital
California
$1.99M -$89.3K -1,295 -4%
EWM
654
Empirical Wealth Management
Washington
$1.99M -$24.7K -358 -1%
Carson Wealth (CWM LLC)
655
Carson Wealth (CWM LLC)
Nebraska
$1.99M +$316K +4,583 +17%
WANY
656
Wealthspire Advisors (New York)
New York
$1.99M +$1.73M +25,044 +393%
Wolverine Trading
657
Wolverine Trading
Illinois
$1.97M +$1.1M +15,961 +106%
PG
658
Pendal Group
Australia
$1.96M -$1.57M -22,812 -42%
AT
659
American Trust
Kentucky
$1.92M +$2.1M +30,406 New
HG
660
Herbst Group
Connecticut
$1.91M -$145K -2,100 -7%
JIC
661
Johnson Investment Counsel
Ohio
$1.91M +$12.2K +177 +0.6%
AA
662
Ancora Advisors
Ohio
$1.9M -$540K -7,834 -21%
CA
663
Capitolis Advisors
New York
$1.9M -$425K -6,159 -17%
MUAMU
664
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.9M
1WA
665
180 Wealth Advisors
Washington
$1.89M -$10.5K -152 -0.5%
PMG
666
ProVise Management Group
Florida
$1.88M +$698K +10,122 +52%
PWP
667
Private Wealth Partners
California
$1.87M -$17.2K -250 -0.8%
VFA
668
Voya Financial Advisors
Connecticut
$1.86M +$1.03M +14,949 +104%
AWS
669
AJ Wealth Strategies
New York
$1.86M +$966 +14 +0%
SEC
670
Seven Eight Capital
New York
$1.84M -$3.46M -50,173 -63%
RJT
671
Raymond James Trust
Florida
$1.82M +$131K +1,900 +7%
EWA
672
EP Wealth Advisors
California
$1.81M +$737K +10,691 +60%
AP
673
Advisor Partners
California
$1.8M -$66.8K -969 -3%
EF
674
Empirical Finance
Pennsylvania
$1.79M +$112K +1,619 +6%
HA
675
Harfst & Associates
Wyoming
$1.78M +$108K +1,560 +6%