We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
551
ProVise Management Group
Florida
$446K -$28.3K -994 -5%
CCM
552
Chickasaw Capital Management
Tennessee
$444K -$71.1K -2,500 -12%
CWM
553
Confluence Wealth Management
Oregon
$443K -$29.4K -1,033 -6%
UR
554
USCA RIA
Texas
$440K +$68.5K +2,411 +16%
BFG
555
Beacon Financial Group
Texas
$437K -$2.05K -72 -0.4%
Nuveen Fund Advisors
556
Nuveen Fund Advisors
Illinois
$437K +$491K +17,266 New
CI
557
Cowen Inc
New York
$430K +$483K +17,000 New
MFIMFI
558
Mesirow Financial Investment Management - Fixed Income
Illinois
$429K +$482K +16,965 New
I
559
IberiaBank
Louisiana
$426K +$72.9K +2,566 +18%
BBHC
560
Brown Brothers Harriman & Co
New York
$412K – – –
MAM
561
Mizuho Asset Management
Japan
$412K +$233K +8,200 +102%
ICM
562
IronBridge Capital Management
Illinois
$411K -$37.8M -1,331,322 -99%
Mariner
563
Mariner
Kansas
$405K -$133K -4,676 -23%
HK
564
Horizon Kinetics
New York
$405K -$79.1K -2,783 -15%
PPCM
565
Pillar Pacific Capital Management
California
$405K +$767 +27 +0.2%
LOAME
566
Lombard Odier Asset Management (Europe)
United Kingdom
$405K +$454K +15,984 New
RG
567
Rathbones Group
United Kingdom
$400K +$1.93K +68 +0.4%
CT
568
Cambridge Trust
Massachusetts
$398K -$432K -15,186 -49%
ACM
569
Argentus Capital Management
Texas
$393K -$304K -10,695 -41%
IA
570
IFP Advisors
Florida
$392K +$391K +13,746 +785%
EFS
571
Essex Financial Services
Connecticut
$390K +$31.3K +1,100 +8%
AL
572
Agran Libbie
California
$389K +$46.7K +1,643 +12%
SBA
573
Seven Bridges Advisors
New York
$382K -$112K -3,936 -21%
CF
574
CenterStar Fund
Illinois
$382K – – –
AAM
575
Advisors Asset Management
Colorado
$379K +$262K +9,228 +160%