We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Pinnacle Associates
926
Pinnacle Associates
New York
$2.27M +$221K +2,254 +10%
BCV
927
Banque Cantonale Vaudoise
Switzerland
$2.27M +$595K +6,067 +34%
PWM
928
Power Wealth Management
Georgia
$2.26M -$294K -2,997 -11%
JWA
929
JFS Wealth Advisors
Pennsylvania
$2.25M -$62.5K -637 -3%
Diversified Trust
930
Diversified Trust
Tennessee
$2.25M +$1.26M +12,852 +116%
AWM
931
Aviso Wealth Management
Washington
$2.24M +$62K +632 +3%
Aspiriant LLC
932
Aspiriant LLC
California
$2.23M -$53.5K -545 -2%
LAM
933
LOM Asset Management
$2.22M +$82.4K +840 +4%
KWM
934
Kiker Wealth Management
Georgia
$2.19M +$2.28M +23,283 New
CTA
935
Chesley Taft & Associates
Illinois
$2.18M -$7.94K -81 -0.3%
ES
936
Element Squared
Minnesota
$2.18M +$2.27M +23,180 New
Smartleaf Asset Management
937
Smartleaf Asset Management
Massachusetts
$2.16M +$227K +2,314 +11%
IAS
938
Investment Advisory Services
Texas
$2.16M -$179K -1,829 -7%
TAM
939
Tealwood Asset Management
Minnesota
$2.16M +$10.9K +111 +0.5%
CHC
940
City Holding Co
West Virginia
$2.16M +$233K +2,377 +12%
FRM
941
Fox Run Management
Connecticut
$2.15M +$980K +9,996 +76%
HP
942
Havemeyer Place
Connecticut
$2.14M +$1.07M +10,906 +92%
KJHP
943
K.J. Harrison & Partners
Ontario, Canada
$2.14M -$118K -1,200 -5%
TP
944
TritonPoint Partners
Maryland
$2.14M +$2.23M +22,733 New
DIS
945
Diversified Investment Strategies
Louisiana
$2.13M -$196 -2 -0%
TD Waterhouse Canada
946
TD Waterhouse Canada
Ontario, Canada
$2.12M -$2.52M -25,679 -53%
Bridgewater Associates
947
Bridgewater Associates
Connecticut
$2.12M -$30.2M -307,453 -93%
UPS
948
UHLMANN PRICE SECURITIES
Illinois
$2.12M +$925K +9,427 +73%
WWM
949
Wolff Wiese Magana
California
$2.12M +$6.08K +62 +0.3%
Dynamic Advisor Solutions
950
Dynamic Advisor Solutions
Arizona
$2.1M +$31.5K +321 +1%