We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
701
Rampart Investment Management
Connecticut
$593K +$669K +13,092 +26%
BEC
702
Blue Edge Capital
Virginia
$588K +$26.1K +511 +4%
FFC
703
First Financial Corp
Indiana
$588K +$2.4K +47 +0.4%
FHB
704
First Hawaiian Bank
Hawaii
$588K +$612K +11,982 New
UBG
705
United Bank (Georgia)
Georgia
$587K +$104K +2,046 +21%
PMG
706
ProVise Management Group
Florida
$584K +$14.8K +290 +2%
CAN
707
Cetera Advisor Networks
California
$581K +$181K +3,539 +43%
BP
708
Ballentine Partners
Massachusetts
$578K +$2.96K +58 +0.5%
ET
709
Equitable Trust
Tennessee
$575K -$13.9K -272 -2%
AIM
710
Aspen Investment Management
Michigan
$574K +$14.8K +290 +3%
DWM
711
Dakota Wealth Management
Florida
$569K -$143K -2,794 -19%
OIM
712
Orca Investment Management
Oregon
$563K -$30.3K -594 -5%
TW
713
Transform Wealth
Colorado
$562K -$51.2K -1,002 -8%
EIP
714
Epoch Investment Partners
New York
$559K
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$550K
NL
716
NVWM LLC
Pennsylvania
$548K +$152K +2,969 +36%
CFG
717
Citizens Financial Group
Rhode Island
$545K -$61.3K -1,200 -10%
CIM
718
CIM Investment Management
Pennsylvania
$542K -$255 -5 -0%
CI
719
Cowen Inc
New York
$541K -$281K -5,500 -33%
CICI
720
Capital Investment Counsel Inc
North Carolina
$536K +$102 +2 +0%
Los Angeles Capital Management
721
Los Angeles Capital Management
California
$535K +$2.55K +50 +0.5%
LS
722
Livforsakringsbolaget Skandia
Sweden
$531K -$546K -10,700 -50%
SCM
723
Southport Capital Management
Tennessee
$523K -$7.97K -156 -1%
BDF
724
Balasa Dinverno & Foltz
$512K -$1.94K -38 -0.4%
HAG
725
HighPoint Advisor Group
Illinois
$508K +$6.49K +127 +1%