We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
776
Focus Financial Network
Minnesota
$309K +$47.9K +1,378 +19%
WPW
777
Waldron Private Wealth
Pennsylvania
$306K +$6.82K +196 +2%
RA
778
Royce & Associates
New York
$304K – – –
RC
779
RegentAtlantic Capital
New Jersey
$304K +$19.4K +557 +7%
DIA
780
Davidson Investment Advisors
Montana
$303K -$13.9K -400 -5%
NERM
781
New England Research & Management
Illinois
$302K -$18.3K -525 -6%
CCM
782
Chilton Capital Management
Texas
$300K -$1.6K -46 -0.6%
LI
783
Lafayette Investments
Maryland
$299K +$287K +8,250 New
ET
784
Equitable Trust
Tennessee
$295K – – –
BDF
785
Balasa Dinverno & Foltz
$294K -$5.22K -150 -2%
BFM
786
Boothbay Fund Management
New York
$284K -$152K -4,356 -36%
W
787
WealthStone
Ohio
$284K -$116K -3,344 -30%
CT
788
Coastline Trust
Rhode Island
$284K – – –
BFA
789
Bragg Financial Advisors
North Carolina
$281K -$13.9K -400 -5%
FNBT
790
FineMark National Bank & Trust
Florida
$281K +$2.61K +75 +1%
WAM
791
Wolverine Asset Management
Illinois
$281K +$26.4K +759 +11%
EWM
792
Empirical Wealth Management
Washington
$280K +$49.5K +1,424 +23%
GT
793
Greenleaf Trust
Michigan
$278K -$38.8K -1,114 -13%
DAS
794
Dynamic Advisor Solutions
Arizona
$277K -$97.4K -2,799 -27%
LWAC
795
Laurel Wealth Advisors (California)
California
$276K -$5.78K -166 -2%
HNB
796
Huntington National Bank
Ohio
$276K +$77.4K +2,226 +41%
BG
797
Bahl & Gaynor
Ohio
$272K – – –
OHS
798
Odey Holdings (Switzerland)
Switzerland
$272K – – –
EMG
799
ETF Managers Group
New Jersey
$271K +$14K +401 +6%
HIIFS
800
Harel Insurance Investments & Financial Services
Israel
$270K +$171K +4,929 +196%
30 31
32
33 34