We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
Mengis Capital Management
Oregon
$475K +$518K +11,450 New
Wellington Management Group
702
Wellington Management Group
Massachusetts
$471K -$796K -17,591 -61%
BP
703
Ballentine Partners
Massachusetts
$471K -$18.4K -407 -3%
NIT
704
NumerixS Investment Technologies
British Columbia, Canada
$468K -$1.38M -30,606 -73%
LB
705
Legacy Bridge
Iowa
$468K +$510K +11,269 New
CAN
706
Cetera Advisor Networks
California
$461K -$35.6K -788 -7%
BOS
707
Bank of Stockton
California
$459K -$89.1K -1,970 -15%
Los Angeles Capital Management
708
Los Angeles Capital Management
California
$457K +$5.65K +125 +1%
CICI
709
Capital Investment Counsel Inc
North Carolina
$453K +$90 +2 +0%
NO
710
Ninety One
South Africa
$452K +$106K +2,342 +27%
LS
711
Livforsakringsbolaget Skandia
Sweden
$449K
GT
712
Greenleaf Trust
Michigan
$448K +$94.2K +2,082 +24%
LWAC
713
Laurel Wealth Advisors (California)
California
$445K +$81.6K +1,804 +20%
CIM
714
CIM Investment Management
Pennsylvania
$438K -$21.3K -470 -4%
MAFM
715
Mid Atlantic Financial Management
Pennsylvania
$437K +$476K +10,533 New
BDF
716
Balasa Dinverno & Foltz
$434K +$1.4K +31 +0.3%
WKWM
717
Walter & Keenan Wealth Management
Indiana
$428K +$181K +4,000 +63%
AWM
718
Alterna Wealth Management
Texas
$419K +$441K +9,750 New
CCA
719
Checchi Capital Advisers
California
$417K -$98.5K -2,178 -18%
HIIFS
720
Harel Insurance Investments & Financial Services
Israel
$415K +$452K +10,000 New
AIC
721
Argus Investors Counsel
New York
$410K +$62.6K +1,383 +16%
GFP
722
Gryphon Financial Partners
Ohio
$409K -$2.22K -49 -0.5%
PO
723
Private Ocean
California
$407K +$101K +2,235 +30%
TWA
724
TCI Wealth Advisors
Arizona
$404K +$62.1K +1,372 +16%
SMFS
725
Squar Milner Financial Services
California
$403K +$185K +4,100 +73%