We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
776
Palisade Asset Management
Minnesota
$1.73M +$37.1K +565 +2%
MMA
777
Miracle Mile Advisors
California
$1.73M -$225K -3,418 -11%
EWA
778
EP Wealth Advisors
California
$1.73M -$60.4K -920 -3%
CCP
779
Carmel Capital Partners
California
$1.73M +$120K +1,832 +7%
GI
780
GAMCO Investors
Connecticut
$1.73M +$24.6K +375 +1%
IAS
781
Investment Advisory Services
Texas
$1.71M -$18.8K -286 -1%
HSA
782
HBK Sorce Advisory
Pennsylvania
$1.71M -$41.8K -637 -2%
SIC
783
Salem Investment Counselors
North Carolina
$1.7M – – –
MNBTD
784
Moody National Bank Trust Division
Texas
$1.7M -$117K -1,780 -6%
TAM
785
Tealwood Asset Management
Minnesota
$1.67M +$1.69M +25,746 New
EWM
786
EPG Wealth Management
Georgia
$1.66M +$1.68M +25,574 New
CAM
787
Columbia Asset Management
Michigan
$1.65M +$38.1K +580 +2%
CIA
788
Cape Investment Advisory
Georgia
$1.65M +$19K +289 +1%
CF
789
Centaurus Financial
California
$1.65M +$84.9K +1,293 +5%
AF
790
Allworth Financial
California
$1.64M -$121K -1,848 -7%
AL
791
Aspiriant LLC
California
$1.64M -$32.8K -500 -2%
HI
792
Horizon Investments
North Carolina
$1.63M -$159K -2,422 -9%
BFG
793
Bleakley Financial Group
New Jersey
$1.63M -$92.5K -1,408 -5%
JWA
794
JFS Wealth Advisors
Pennsylvania
$1.62M +$1.62M +24,643 +6,286%
RJT
795
Raymond James Trust
Florida
$1.62M -$165K -2,518 -9%
IR
796
IAT Reinsurance
New York
$1.62M – – –
BCWM
797
Bartlett & Co Wealth Management
Ohio
$1.61M -$99.3K -1,511 -6%
QCM
798
QRG Capital Management
Illinois
$1.6M -$715K -10,887 -31%
PA
799
Profund Advisors
Maryland
$1.6M +$193K +2,938 +14%
MYIA
800
Mount Yale Investment Advisors
Colorado
$1.6M -$378K -5,747 -19%
30 31
32
33 34