We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
676
Oxford Asset Management
United Kingdom
$710K +$750K +16,609 New
LCM
677
Landscape Capital Management
New Jersey
$706K +$746K +16,513 New
CYG
678
Clean Yield Group
Vermont
$697K -$22.6K -500 -3%
MERSOM
679
Municipal Employees' Retirement System of Michigan
Michigan
$696K -$723K -16,020 -50%
FIM
680
Frontier Investment Management
Texas
$688K -$92.5K -2,049 -11%
GD
681
Grandfield & Dodd
New York
$688K – – –
CRC
682
Curi RMB Capital
Illinois
$684K +$13.1K +291 +2%
SAM
683
Summit Asset Management
Tennessee
$678K +$156K +3,447 +28%
CT
684
Coastline Trust
Rhode Island
$676K – – –
GCMG
685
Gyroscope Capital Management Group
Florida
$669K +$66.5K +1,472 +11%
RG
686
Rathbones Group
United Kingdom
$661K -$102K -2,249 -13%
UBG
687
United Bank (Georgia)
Georgia
$657K +$51.1K +1,131 +8%
ECM
688
Evergreen Capital Management
Washington
$656K +$1.35K +30 +0.2%
SIAG
689
Signet Investment Advisory Group
Rhode Island
$647K +$41.8K +925 +7%
SBH
690
Segall Bryant & Hamill
Illinois
$646K +$49.7K +1,100 +8%
MC
691
Moors & Cabot
Massachusetts
$643K -$3.34K -74 -0.5%
UCI
692
Uncommon Cents Investing
Wisconsin
$643K – – –
DC
693
Davenport & Co
Virginia
$642K +$97.1K +2,150 +17%
RWA
694
River Wealth Advisors
Pennsylvania
$641K -$109K -2,425 -14%
BP
695
BBR Partners
New York
$641K – – –
EWM
696
Elmwood Wealth Management
California
$636K -$3.66K -81 -0.5%
FHB
697
First Hawaiian Bank
Hawaii
$632K +$98.4K +2,179 +17%
PSC
698
Prentiss Smith & Co
Vermont
$631K +$16.8K +373 +3%
FAAS
699
First Allied Advisory Services
California
$628K -$494K -10,931 -43%
IDBONY
700
Israel Discount Bank of New York
New York
$627K +$26.2K +580 +4%
26 27
28
29 30