We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
JT
651
Jump Trading
Illinois
$35K +$107K +3,339 New
RWA
652
Ropes Wealth Advisors
Massachusetts
$29K – – –
MCM
653
Manchester Capital Management
Vermont
$27K – – –
WEC
654
Winslow Evans & Crocker
Massachusetts
$26.6K +$1.16K +36 +4%
First Eagle Investment Management
655
First Eagle Investment Management
New York
$26K – – –
HF
656
Hoxton Financial
West Virginia
$26K – – –
NCM
657
Nelson Capital Management
California
$26K – – –
EFSCE
658
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$4.62K +144 +19%
TFO
659
Tarbox Family Office
California
$22K -$257 -8 -1%
HCM
660
Highlander Capital Management
New Jersey
$21K – – –
TSU
661
TD Securities (USA)
New York
$20K -$15M -467,449 -100%
CRM
662
Cramer Rosenthal McGlynn
Connecticut
$19K -$33.8M -1,052,000 -100%
CIM
663
Cambria Investment Management
California
$19K -$21.8K -679 -50%
CHP
664
Cable Hill Partners
Oregon
$19K -$1.51K -47 -7%
PSI
665
Pinnacle Summer Investments
Virginia
$17K +$32 +1 +0.2%
SIM
666
Sonora Investment Management
Arizona
$16K +$17.2K +535 New
PMFA
667
Plante Moran Financial Advisors
Michigan
$15K +$7.57K +236 +79%
WA
668
Waverly Advisors
Alabama
$14K -$16K -500 -50%
DAM
669
Delta Asset Management
Tennessee
$14K – – –
LNB
670
Ledyard National Bank
$14K – – –
SFPIA
671
Stevens First Principles Investment Advisors
California
$14K +$16K +500 New
ASN
672
Advisory Services Network
Georgia
$12K – – –
AP
673
Atwood & Palmer
Missouri
$12K – – –
MWP
674
MYCIO Wealth Partners
Pennsylvania
$12K +$2.38K +74 +21%
TCM
675
Tradewinds Capital Management
Washington
$10K +$32 +1 +0.3%