We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
876
Fulton Bank
Pennsylvania
$249K +$14K +309 +6%
LWCFA
877
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K -$121K -2,669 -32%
IBOK
878
Independence Bank of Kentucky
Kentucky
$247K +$31.2K +690 +14%
PP
879
Prudential plc
United Kingdom
$246K – – –
QIM
880
Quest Investment Management
Oregon
$246K – – –
NIM
881
NuWave Investment Management
New Jersey
$245K +$238K +5,272 +1,193%
PTC
882
Petrus Trust Company
Texas
$244K +$34.5K +764 +15%
WIS
883
Wright Investors Service
Connecticut
$242K -$43.9K -972 -15%
FHA
884
First Horizon Advisors
Tennessee
$241K +$43.6K +966 +21%
TPWA
885
TRUE Private Wealth Advisors
Oregon
$240K -$38.4K -851 -13%
CIA
886
Capital Investment Advisors
Georgia
$239K -$179K -3,964 -41%
SB
887
Simmons Bank
Arkansas
$239K +$252K +5,588 New
FNBT
888
FineMark National Bank & Trust
Florida
$238K -$20.9K -463 -8%
MCP
889
Mirador Capital Partners
California
$237K +$13.7K +303 +6%
JSL
890
JT Stratford LLC
Georgia
$237K +$250K +5,540 New
ZB
891
Zions Bancorporation
Utah
$236K +$249K +5,519 New
SAM
892
Silvercrest Asset Management
New York
$235K -$6.55K -145 -3%
PAS
893
Park Avenue Securities
New York
$235K +$240K +5,315 New
HI
894
Horizon Investments
North Carolina
$231K +$244K +5,398 New
DWA
895
Douglass Winthrop Advisors
New York
$223K – – –
CCIA
896
Campbell & Co Investment Adviser
Maryland
$223K +$235K +5,215 New
HVIA
897
Hudson Valley Investment Advisors
New York
$222K -$185K -4,096 -44%
SFSIG
898
San Francisco Sentry Investment Group
California
$222K +$16.6K +367 +8%
DWM
899
Dakota Wealth Management
Florida
$221K -$291K -6,441 -56%
CFA
900
Carroll Financial Associates
North Carolina
$221K – – –
34 35
36
37 38