We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
926
Parsonex Advisory Services
Colorado
$1.87M +$1.71M +20,463 New
PFO
927
PMC FIG Opportunities
Israel
$1.86M +$1.71M +20,422 New
ONB
928
Old National Bancorp
Indiana
$1.86M +$312K +3,727 +22%
LAM
929
Lummis Asset Management
Texas
$1.85M -$22.9K -273 -1%
AWM
930
Aviso Wealth Management
Washington
$1.83M +$104K +1,246 +7%
IA
931
IFP Advisors
Florida
$1.83M -$196K -2,343 -10%
BPIM
932
Brant Point Investment Management
New York
$1.82M -$805K -9,610 -32%
GA
933
Greenhaven Associates
New York
$1.82M – – –
FRA
934
Frank Rimerman Advisors
California
$1.82M +$282K +3,364 +20%
CT
935
Caldwell Trust
Florida
$1.81M +$43K +513 +3%
LBA
936
Letko, Brosseau & Associates
Quebec, Canada
$1.8M -$176K -2,100 -10%
ZIG
937
Zullo Investment Group
Pennsylvania
$1.8M -$20.2K -241 -1%
DAS
938
Diversify Advisory Services
Utah
$1.77M +$663K +7,915 +79%
VT
939
Vise Technologies
New York
$1.76M +$1.62M +19,342 New
FFM
940
Forum Financial Management
Illinois
$1.76M +$132K +1,582 +9%
KFSC
941
Keystone Financial Services (Colorado)
Colorado
$1.76M +$68.9K +823 +4%
FFN
942
Focus Financial Network
Minnesota
$1.76M +$17.8K +212 +1%
JWM
943
Jeppson Wealth Management
California
$1.75M -$10.2K -122 -0.6%
CSIC
944
Clifford Swan Investment Counsel
California
$1.75M – – –
BLC
945
Brown, Lisle/Cummings
Rhode Island
$1.74M -$35.5K -424 -2%
SG
946
StoneX Group
New York
$1.74M -$98.1K -1,172 -6%
PA
947
Profund Advisors
Maryland
$1.74M -$349K -4,172 -18%
CHC
948
City Holding Co
West Virginia
$1.74M -$32.1K -383 -2%
MUAMU
949
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.73M +$586K +7,000 +58%
DAS
950
Dynamic Advisor Solutions
Arizona
$1.73M +$498K +5,946 +46%
36 37
38
39 40