We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Calamos Wealth Management
Illinois
$566K +$601K +16,776 New
BCAM
677
Boston Common Asset Management
Massachusetts
$560K – – –
HI
678
Horizon Investments
North Carolina
$559K +$168K +4,697 +40%
NICM
679
Neo Ivy Capital Management
New York
$557K +$591K +16,512 New
SYBT
680
Stock Yards Bank & Trust
Kentucky
$550K -$190K -5,291 -24%
RIL
681
Rothschild Investment LLC
Illinois
$548K -$63.8K -1,780 -10%
HA
682
Harfst & Associates
Wyoming
$548K +$20.1K +562 +4%
SWM
683
SVA Wealth Management
Wisconsin
$547K +$11.5K +321 +2%
OGC
684
One68 Global Capital
New York
$546K +$580K +16,184 New
KAS
685
Kemnay Advisory Services
New York
$543K -$215K -6,012 -27%
ATWA
686
Arbor Trust Wealth Advisors
Michigan
$539K +$21.7K +605 +4%
NHC
687
Nicholas Hoffman & Company
Georgia
$537K -$15.1K -421 -3%
FAAS
688
First Allied Advisory Services
California
$532K -$51.6K -1,440 -8%
BAMF
689
BI Asset Management Fondsmaeglerselskab
Denmark
$524K +$556K +15,530 New
AII
690
AGF Investments Inc
Ontario, Canada
$523K +$279K +7,799 +101%
SLAM
691
Swiss Life Asset Management
$521K -$464K -12,957 -46%
PG
692
Pendal Group
Australia
$519K -$101K -2,820 -15%
RJT
693
Raymond James Trust
Florida
$512K -$267K -7,458 -33%
RTS
694
Round Table Services
New Jersey
$505K +$2.87K +80 +0.5%
BAM
695
Barrett Asset Management
New York
$502K +$68.1K +1,900 +15%
KJWM
696
Kiley Juergens Wealth Management
Washington
$501K -$3.37K -94 -0.6%
FIM
697
Frontier Investment Management
Texas
$498K -$65.7K -1,833 -11%
UCI
698
Uncommon Cents Investing
Wisconsin
$493K – – –
RA
699
Rational Advisors
New York
$493K +$523K +14,604 New
IB
700
Intrust Bank
Kansas
$490K -$151K -4,203 -22%
26 27
28
29 30