We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1001
JB Capital
Connecticut
$1.75M -$2.12M -21,584 -54%
HBT
1002
Hills Bank & Trust
Iowa
$1.74M -$157K -1,596 -8%
SPC
1003
Sigma Planning Corp
Michigan
$1.74M +$1.03M +10,501 +131%
RC
1004
RBF Capital
California
$1.74M – – –
SWP
1005
Sagespring Wealth Partners
Tennessee
$1.74M +$119K +1,209 +7%
VIA
1006
Virtus Investment Advisers
Connecticut
$1.72M -$199K -2,028 -10%
WWM
1007
WT Wealth Management
Arizona
$1.71M +$1.79M +18,230 New
LIP
1008
Lighthouse Investment Partners
Florida
$1.71M -$6.14M -62,650 -77%
GC
1009
Guggenheim Capital
Illinois
$1.71M -$543K -5,540 -23%
PL
1010
Perpetual Ltd
Australia
$1.71M +$98.5K +1,004 +6%
CFG
1011
Cooper Financial Group
California
$1.71M +$140K +1,431 +9%
LAM
1012
Lummis Asset Management
Texas
$1.69M -$79K -806 -4%
SP
1013
Sarasin & Partners
United Kingdom
$1.69M +$1.77M +18,000 New
SW
1014
SVB Wealth
Massachusetts
$1.69M -$550K -5,604 -24%
BOH
1015
Bank of Hawaii
Hawaii
$1.69M -$20.9K -213 -1%
EWA
1016
EverSource Wealth Advisors
Alabama
$1.68M +$132K +1,351 +8%
SSA
1017
Shepherd Street Advisors
California
$1.68M +$21.6K +220 +1%
WF
1018
Whelan Financial
California
$1.68M +$120K +1,223 +7%
LBA
1019
Letko, Brosseau & Associates
Quebec, Canada
$1.67M -$194K -1,975 -10%
GAM
1020
Groupama Asset Management
France
$1.66M -$1.63M -16,634 -48%
BCWM
1021
Bartlett & Co Wealth Management
Ohio
$1.65M -$342K -3,483 -16%
PWA
1022
Providence Wealth Advisors
Illinois
$1.65M +$13.8K +141 +0.8%
HFS
1023
Howard Financial Services
Texas
$1.64M +$5.2K +53 +0.3%
F8IS
1024
Figure 8 Investment Strategies
Idaho
$1.63M +$663K +6,762 +64%
FCBT
1025
First Citizens Bank & Trust
North Carolina
$1.63M -$63.5K -647 -4%
39 40
41
42 43