We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
801
Squar Milner Financial Services
California
$301K +$23.8K +444 +8%
GT
802
Greenleaf Trust
Michigan
$301K +$43.5K +812 +16%
QIM
803
Quest Investment Management
Oregon
$300K – – –
HIM
804
Hermes Investment Management
United Kingdom
$298K -$130K -2,430 -30%
ECM
805
ETrade Capital Management
Virginia
$298K +$45K +839 +17%
PFPT
806
Pinnacle Financial Partners (Tennessee)
Tennessee
$297K – – –
GWM
807
Geneos Wealth Management
Colorado
$293K -$5.36K -100 -2%
FWCM
808
Ferguson Wellman Capital Management
Oregon
$292K +$3.91K +73 +1%
VCA
809
Verdence Capital Advisors
Maryland
$287K +$69K +1,288 +31%
BSW
810
Buckingham Strategic Wealth
Missouri
$283K -$9.38K -175 -3%
GAM
811
Gould Asset Management
California
$283K +$291K +5,427 New
IIC
812
Integrated Investment Consultants
Michigan
$280K +$287K +5,354 New
LIM
813
Leavell Investment Management
Alabama
$279K – – –
MAM
814
Mark Asset Management
New York
$276K -$3.49M -65,044 -92%
SCA
815
Snowden Capital Advisors
New York
$274K +$2.89K +54 +1%
CAG
816
Crestwood Advisors Group
Massachusetts
$273K -$8.41K -157 -3%
PFS
817
Physicians Financial Services
North Carolina
$272K +$2.68K +50 +0.9%
WWMSC
818
Wagner Wealth Management (South Carolina)
South Carolina
$269K +$10.7K +200 +4%
BMO
819
Beck Mack & Oliver
New York
$266K – – –
FPF
820
FNY Partners Fund
New York
$266K +$273K +5,100 New
WS
821
Wedbush Securities
California
$265K -$17.5K -327 -6%
GC
822
Garde Capital
Washington
$262K – – –
Mackenzie Financial
823
Mackenzie Financial
Ontario, Canada
$262K +$269K +5,023 New
PC
824
Permanens Capital
New York
$261K +$268K +5,000 New
CGI
825
CI Global Investments
California
$259K +$266K +4,965 New