We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1401
Private Trust Company
Ohio
$274K +$120K +2,299 +90%
LA
1402
Legacy Advisors
Pennsylvania
$274K +$253K +4,835 New
SW
1403
StrongBox Wealth
Missouri
$273K +$253K +4,822 New
EFSCE
1404
Enterprise Financial Services Corp (EFSC)
Missouri
$273K +$34K +650 +16%
CPA
1405
Court Place Advisors
Maryland
$272K
WPC
1406
Waters Parkerson & Co
Louisiana
$272K +$251K +4,793 New
NEWAS
1407
N.E.W. Advisory Services
Wisconsin
$270K -$5.34K -102 -2%
MFA
1408
Mayflower Financial Advisors
Massachusetts
$270K +$45K +860 +22%
NCM
1409
Noesis Capital Mangement
Florida
$269K
OWP
1410
Obermeyer Wealth Partners
Colorado
$269K
LRIA
1411
Leonard Rickey Investment Advisors
Washington
$269K +$45.4K +867 +22%
CFGS
1412
Concourse Financial Group Securities
Alabama
$269K +$7.38K +141 +3%
WJA
1413
Willis Johnson & Associates
Texas
$269K +$17.3K +331 +8%
CWM
1414
Cornerstone Wealth Management
Missouri
$268K +$247K +4,725 New
Alyeska Investment Group
1415
Alyeska Investment Group
Illinois
$266K -$12.6M -239,897 -98%
VCP
1416
Verus Capital Partners
Arizona
$266K -$88.3K -1,685 -26%
SVWAG
1417
Sound View Wealth Advisors Group
Georgia
$265K -$30.1K -574 -11%
FPWM
1418
FSB Premier Wealth Management
Iowa
$263K +$19.1K +365 +9%
IDBONY
1419
Israel Discount Bank of New York
New York
$263K -$39.5K -754 -14%
EL
1420
Essex LLC
Illinois
$262K +$29.9K +570 +14%
ACI
1421
Alpha Cubed Investments
California
$261K -$31.3K -597 -11%
RZH
1422
Relyea Zuckerberg Hanson
Connecticut
$261K +$2.2K +42 +0.9%
BL
1423
Balentine LLC
Georgia
$260K -$46.4K -886 -16%
GFP
1424
Gryphon Financial Partners
Ohio
$258K -$25.7K -490 -10%
BPWM
1425
Badgley Phelps Wealth Managers
Washington
$257K