We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EW
926
Evoke Wealth
California
$270K +$7.83K +173 +4%
DI
927
Diligent Investors
California
$270K +$231K +5,099 New
SAG
928
Spotlight Asset Group
Illinois
$269K +$230K +5,078 New
BBNA
929
Bremer Bank National Association
Minnesota
$268K -$41.2K -909 -15%
Credit Agricole
930
Credit Agricole
France
$266K -$430K -9,490 -65%
PFWA
931
Paces Ferry Wealth Advisors
Georgia
$266K -$25.7K -567 -10%
SBH
932
Segall Bryant & Hamill
Illinois
$265K +$226K +4,993 New
WCF
933
West Coast Financial
California
$264K -$48.2K -1,065 -18%
ACA
934
Atlas Capital Advisors
Wyoming
$263K +$225K +4,962 New
FWCM
935
Ferguson Wellman Capital Management
Oregon
$263K +$225K +4,961 New
DAS
936
Dynamic Advisor Solutions
Arizona
$262K -$122K -2,697 -35%
UB
937
UMB Bank
Missouri
$260K +$222K +4,899 New
KPW
938
Kore Private Wealth
New York
$258K +$220K +4,863 New
MAM
939
Marquette Asset Management
Minnesota
$257K
NNP
940
Nachman Norwood & Parrott
South Carolina
$256K +$10.5K +233 +5%
LWIC
941
Leith Wheeler Investment Counsel
British Columbia, Canada
$254K +$170K +3,756 New
SBL
942
Sargent Bickham Lagudis
Colorado
$251K +$152K +3,348 +243%
AAS
943
Avantax Advisory Services
Texas
$251K +$215K +4,751 New
CA
944
Crumly & Associates
Illinois
$250K +$194K +4,282 New
Fayez Sarofim & Co
945
Fayez Sarofim & Co
Texas
$250K +$213K +4,707 New
BPCE
946
Bank Pictet & Cie (Europe)
Germany
$249K -$57.1K -1,261 -21%
VCM
947
Violich Capital Management
California
$248K +$212K +4,685 New
MHR
948
Matthew Hamilton Rosenberg
$243K +$189K +4,175 +1,044%
DFA
949
Delta Financial Advisors
Louisiana
$242K +$206K +4,555 New
IHL
950
Investment House LLC
California
$242K +$206K +4,556 New