We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
551
Wunderlich Capital Managemnt
Tennessee
$2.81M +$45.1K +632 +2%
MYLI
552
Meiji Yasuda Life Insurance
Japan
$2.78M -$7.14K -100 -0.3%
SLG
553
Stanley-Laman Group
Pennsylvania
$2.7M +$230K +3,220 +10%
WOC
554
West Oak Capital
California
$2.68M -$42.1K -590 -2%
MCC
555
Malaga Cove Capital
California
$2.67M -$33.1K -463 -1%
WJWM
556
Williams Jones Wealth Management
New York
$2.66M -$202K -2,830 -7%
KeyBank National Association
557
KeyBank National Association
Ohio
$2.65M +$135K +1,886 +5%
SWM
558
Salvus Wealth Management
New Jersey
$2.64M +$38.2K +535 +1%
RA
559
RiverPark Advisors
New York
$2.64M
WG
560
Watchman Group
Texas
$2.63M -$113K -1,577 -4%
ASN
561
Advisory Services Network
Georgia
$2.63M -$562K -7,868 -18%
HCA
562
Harbour Capital Advisors
Virginia
$2.63M +$43.1K +603 +2%
Rockefeller Capital Management
563
Rockefeller Capital Management
New York
$2.61M +$22.4K +314 +0.9%
Cerity Partners
564
Cerity Partners
New York
$2.6M -$59.9K -839 -2%
UCFA
565
United Capital Financial Advisors
Texas
$2.59M +$319K +4,465 +14%
RAM
566
Redmond Asset Management
Virginia
$2.57M -$47.3K -662 -2%
LW
567
Linscomb Wealth
Texas
$2.57M -$857 -12 -0%
CM
568
Crestline Management
Texas
$2.57M +$2.52M +35,290 New
PI
569
Pettee Investors
Connecticut
$2.56M +$8.21K +115 +0.3%
SFI
570
Siemens Fonds Invest
Germany
$2.55M +$135K +1,890 +6%
LCC
571
Lincoln Capital Corp
Rhode Island
$2.55M +$747K +10,463 +43%
BIM
572
Bridgecreek Investment Management
Oklahoma
$2.54M
NAM
573
NorthCoast Asset Management
Connecticut
$2.52M -$133K -1,865 -5%
TC
574
Telemus Capital
Michigan
$2.5M +$3.21K +45 +0.1%
GIA
575
GHP Investment Advisors
Colorado
$2.5M +$102K +1,426 +4%