We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Private Trust Company
Ohio
$95K -$36.8K -1,543 -30%
BPBT
552
Boston Private Bank & Trust
Massachusetts
$86K +$20.5K +858 +35%
CCS
553
Crosspoint Capital Strategies
California
$83K +$73.9K +3,100 New
JIC
554
Joel Isaacson & Co
New York
$78K -$477K -20,000 -87%
TF
555
Tompkins Financial
New York
$77K
Creative Planning
556
Creative Planning
Kansas
$75K -$20.2K -848 -23%
PR
557
Payden & Rygel
California
$68K
PI
558
PineBridge Investments
New York
$64K +$58.9K +2,469 New
MCM
559
Manchester Capital Management
Vermont
$56K
IC
560
IKOS CIF
Cyprus
$55K -$1.28M -53,818 -96%
HFM
561
Hartford Financial Management
Connecticut
$54K -$23.8K -1,000 -32%
MAM
562
Mizuho Asset Management
Japan
$53K -$20.9K -875 -30%
LWM
563
Lenox Wealth Management
Ohio
$49K +$45.2K +1,895 New
WA
564
WealthTrust-Arizona
Arizona
$48K -$14.6K -611 -25%
HRIA
565
Haberer Registered Investment Advisor
Ohio
$47K
ECM
566
ETrade Capital Management
Virginia
$46K -$1.93K -81 -4%
IMS
567
Index Management Solutions
Pennsylvania
$45K +$9.49K +398 +30%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$40K +$334 +14 +0.9%
S
569
SignatureFD
Georgia
$39K
Manulife (Manufacturers Life Insurance)
570
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5K -$2.96M -124,255 -10%
PIM
571
Progressive Investment Management
Oregon
$29K +$72 +3 +0.3%
LWCFA
572
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
EFSCE
573
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$1.31K +55 +5%
CG
574
Colony Group
Massachusetts
$27K +$24.4K +1,024 New
WA
575
WFG Advisors
Texas
$26K -$477 -20 -2%