We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
801
Perigon Wealth Management
California
$308K -$37.4K -926 -11%
FNBT
802
FineMark National Bank & Trust
Florida
$308K +$76.3K +1,890 +35%
VFA
803
Valeo Financial Advisors
Indiana
$306K -$1.53M -37,793 -84%
NSB
804
Norway Savings Bank
Maine
$305K -$6.05K -150 -2%
HKAM
805
Horizon Kinetics Asset Management
New York
$303K -$21.6K -536 -7%
CGL
806
Clarius Group LLC
Washington
$302K -$19.5K -484 -6%
GIA
807
Granite Investment Advisors
New Hampshire
$301K -$8.07K -200 -3%
BEI
808
Benjamin Edwards Inc
Missouri
$301K +$290K +7,189 New
EMG
809
Ellington Management Group
Connecticut
$301K +$291K +7,200 New
CA
810
Capital Advantage
California
$298K +$287K +7,117 New
LC
811
Lincoln Capital
Nebraska
$297K -$6.05K -150 -2%
FRM
812
Fox Run Management
Connecticut
$297K +$286K +7,098 New
EWA
813
EP Wealth Advisors
California
$296K -$12.9M -320,527 -98%
SP
814
SWS Partners
Ohio
$294K -$29.2K -724 -10%
GIP
815
Greatmark Investment Partners
Georgia
$293K – – –
HFS
816
Howard Financial Services
Texas
$293K +$282K +6,998 New
RTC
817
Riverview Trust Company
Washington
$291K -$1.29K -32 -0.5%
SBSB
818
Sullivan, Bruyette, Speros & Blaney
Virginia
$291K – – –
CAM
819
Congress Asset Management
Massachusetts
$290K -$43.2M -1,069,470 -99%
OCG
820
Opus Capital Group
Ohio
$290K – – –
KA
821
Klingman & Associates
New York
$289K +$7.83K +194 +3%
CA
822
Cetera Advisors
Colorado
$289K +$50K +1,240 +22%
ACI
823
Alpha Cubed Investments
California
$289K +$279K +6,903 New
CAM
824
Cresset Asset Management
Illinois
$288K +$39.6K +980 +17%
PG
825
Pendal Group
Australia
$285K +$275K +6,817 New
31 32
33
34 35