We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
551
Northwestern Mutual Wealth Management
Wisconsin
$182K +$1.98K +70 +1%
VIA
552
Vantage Investment Advisors
Pennsylvania
$168K
MCM
553
Manchester Capital Management
Vermont
$132K -$47.7K -1,685 -27%
SAMC
554
Shinko Asset Management Company
Japan
$132K -$11.3K -400 -8%
CFA
555
Carroll Financial Associates
North Carolina
$132K
OCM
556
One Capital Management
California
$131K +$127K +4,470 New
CFG
557
CKW Financial Group
Hawaii
$129K -$8.49K -300 -6%
JWM
558
Jacobus Wealth Management
Wisconsin
$124K
CAM
559
Cacti Asset Management
Georgia
$118K
MAM
560
Mizuho Asset Management
Japan
$118K +$27.1K +957 +31%
BPBT
561
Boston Private Bank & Trust
Massachusetts
$116K +$32.6K +1,150 +41%
YL
562
YCG LLC
Texas
$114K +$63.4K +2,240 +137%
TF
563
Tompkins Financial
New York
$113K
RFA
564
Reilly Financial Advisors
California
$108K +$3.31K +117 +3%
FBT
565
Founders Bank & Trust
Michigan
$106K
Fuller & Thaler Asset Management
566
Fuller & Thaler Asset Management
California
$100K +$8.49K +300 +10%
WAM
567
Wolverine Asset Management
Illinois
$96K -$14.2K -500 -13%
CCS
568
Crosspoint Capital Strategies
California
$91K
NIM
569
NuWave Investment Management
New Jersey
$89K -$97.3K -3,436 -53%
JIC
570
Joel Isaacson & Co
New York
$88K
PAI
571
Pittenger & Anderson Inc
Nebraska
$82K
PR
572
Payden & Rygel
California
$77K
SF
573
Synovus Financial
Georgia
$63K -$12.7K -447 -17%
HFM
574
Hartford Financial Management
Connecticut
$61K
GSC
575
Ground Swell Capital
South Carolina
$57K +$17.7K +624 +48%