We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MS
701
Maven Securities
Jersey
$2.75M +$1.26M +16,840 +83%
CI Investments Inc
702
CI Investments Inc
Ontario, Canada
$2.73M -$3.26M -43,593 -54%
DLCIG
703
D.L. Carlson Investment Group
New Hampshire
$2.69M -$14.3K -191 -0.5%
MSR
704
Main Street Research
Connecticut
$2.68M -$28.7K -384 -1%
CIA
705
Choate Investment Advisors
Massachusetts
$2.67M -$116K -1,544 -4%
PA
706
Parallel Advisors
California
$2.66M -$285K -3,805 -10%
CWM
707
Compass Wealth Management
Connecticut
$2.65M -$147K -1,965 -5%
BCMO
708
Buckingham Capital Management (Ohio)
Ohio
$2.65M +$63.4K +847 +2%
AWM
709
Apollon Wealth Management
South Carolina
$2.64M -$186K -2,484 -6%
WB
710
Webster Bank
Connecticut
$2.63M -$35.5K -475 -1%
SF
711
Summit Financial
New Jersey
$2.62M +$286K +3,828 +12%
GC
712
Grimes & Company
Massachusetts
$2.62M -$230K -3,076 -8%
SCI
713
Stableford Capital II
Arizona
$2.62M -$29K -387 -1%
HNB
714
Huntington National Bank
Ohio
$2.6M +$1.04M +13,957 +66%
SI
715
Stephens Inc
Arkansas
$2.6M +$133K +1,774 +5%
ECM
716
Everence Capital Management
Indiana
$2.59M +$244K +3,260 +10%
AF
717
Allworth Financial
California
$2.57M +$488K +6,521 +26%
USAA
718
United Services Automobile Association
Texas
$2.56M
WOC
719
West Oak Capital
California
$2.56M +$2.99K +40 +0.1%
ECM
720
Eisler Capital Management
United Kingdom
$2.55M +$2.59M +34,620 New
KA
721
Kozak & Associates
Colorado
$2.54M -$6.87M -91,819 -73%
IAA
722
Independent Advisor Alliance
North Carolina
$2.54M -$439K -5,861 -15%
DTL
723
Dynamic Technology Lab
Singapore
$2.54M +$2.56M +34,271 New
CWM
724
Chemistry Wealth Management
New York
$2.52M +$63.2K +844 +3%
GGI
725
GPM Growth Investors
Michigan
$2.51M -$141K -1,881 -5%