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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PVI
826
Pine Valley Investments
New Jersey
$1.78M +$53.1K +710 +3%
BCWM
827
Bartlett & Co Wealth Management
Ohio
$1.78M -$59.3K -793 -3%
CPIG
828
Chicago Partners Investment Group
Illinois
$1.78M -$241K -3,220 -12%
WGC
829
Watts Gwilliam & Co
Arizona
$1.76M -$196K -2,618 -10%
CIC
830
Cornercap Investment Counsel
Georgia
$1.76M +$1.78M +23,724 New
1SB
831
1ST Source Bank
Indiana
$1.75M -$9.5K -127 -0.5%
VIM
832
VELA Investment Management
Ohio
$1.75M -$1.87K -25 -0.1%
RCM
833
RNC Capital Management
California
$1.75M +$1.77M +23,616 New
AWP
834
Ascent Wealth Partners
New York
$1.74M -$3.59K -48 -0.2%
PWW
835
Pettyjohn Wood & White
Virginia
$1.74M -$44.4K -593 -2%
AWM
836
Avitas Wealth Management
California
$1.73M -$7.56K -101 -0.4%
MC
837
Machina Capital
France
$1.73M +$1.31M +17,549 +301%
RWA
838
Roberts Wealth Advisors
California
$1.72M +$23.1K +309 +1%
DIS
839
Diversified Investment Strategies
Louisiana
$1.72M +$7.48K +100 +0.4%
WAM
840
Wolverine Asset Management
Illinois
$1.72M +$1.72M +23,006 +10,457%
CTA
841
Chesley Taft & Associates
Illinois
$1.71M
FIA
842
Foundations Investment Advisors
Arizona
$1.71M -$34K -454 -2%
BP
843
Ballentine Partners
Massachusetts
$1.71M +$91K +1,216 +6%
EWA
844
EverSource Wealth Advisors
Alabama
$1.7M +$23.4K +313 +1%
BAM
845
Broyhill Asset Management
North Carolina
$1.7M +$1.72M +22,989 New
CC
846
Copperleaf Capital
North Carolina
$1.7M +$2.77K +37 +0.2%
TIAA Trust, National Association
847
TIAA Trust, National Association
North Carolina
$1.69M +$80.7K +1,079 +5%
SAG
848
SageView Advisory Group
California
$1.67M +$301K +4,024 +22%
RC
849
RBF Capital
California
$1.66M
MC
850
Moors & Cabot
Massachusetts
$1.66M -$122K -1,636 -7%