We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1051
Cavalier Investments
Georgia
$591K -$27.9K -360 -5%
CWM
1052
Calamos Wealth Management
Illinois
$586K -$20.2K -260 -4%
IWC
1053
Integrated Wealth Concepts
Massachusetts
$579K +$14K +180 +3%
LNB
1054
Ledyard National Bank
$578K -$292K -3,768 -35%
TSS
1055
Two Sigma Securities
New York
$576K +$103K +1,330 +24%
OIM
1056
Orca Investment Management
Oregon
$574K
FFN
1057
Focus Financial Network
Minnesota
$573K +$4.35K +56 +0.8%
NB
1058
NBT Bank
New York
$573K +$11.6K +150 +2%
Fiera Capital (Canada)
1059
Fiera Capital (Canada)
Quebec, Canada
$567K +$24.4K +314 +5%
VVP
1060
Venture Visionary Partners
Ohio
$566K +$36.6K +471 +7%
HI
1061
Harbour Investments
Wisconsin
$566K +$20K +258 +4%
TWA
1062
TCI Wealth Advisors
Arizona
$560K +$34.4K +443 +7%
MWC
1063
MBM Wealth Consultants
Missouri
$557K +$527K +6,795 New
LA
1064
LVW Advisors
New York
$557K +$2.87K +37 +0.6%
PCS
1065
Personal CFO Solutions
New Jersey
$554K -$55.8K -719 -10%
DS
1066
DRW Securities
Illinois
$553K -$7.76K -100 -1%
FCA
1067
FLC Capital Advisors
California
$551K +$27.8K +358 +6%
CFP
1068
Catalyst Financial Partners
Massachusetts
$550K +$512K +6,603 New
RWB
1069
RMR Wealth Builders
New Jersey
$545K -$3.8K -49 -0.7%
PCP
1070
Proficio Capital Partners
Massachusetts
$545K +$35.2K +454 +7%
YIH
1071
Y-Intercept (HK)
Hong Kong
$545K +$508K +6,541 New
RCG
1072
Regatta Capital Group
California
$539K +$52.8K +680 +12%
TPW
1073
Transatlantique Private Wealth
New York
$539K -$1.71K -22 -0.3%
SBIA
1074
Sheaff Brock Investment Advisors
Indiana
$539K -$4.27K -55 -0.8%
FDS
1075
First Dallas Securities
Texas
$537K -$11.6K -150 -2%