We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
851
Benjamin Edwards Inc
Missouri
$363K +$19.7K +448 +6%
LFAS
852
Level Four Advisory Services
Texas
$362K +$295K +6,684 New
FA
853
Fortis Advisors
Pennsylvania
$360K – – –
CWM
854
Concentric Wealth Management
California
$360K +$333K +7,561 New
FIM
855
Freedom Investment Management
Connecticut
$358K -$4.67K -106 -1%
BFM
856
Boothbay Fund Management
New York
$358K +$331K +7,519 New
CP
857
Covenant Partners
Tennessee
$357K -$157K -3,567 -32%
MAFM
858
Mid Atlantic Financial Management
Pennsylvania
$355K -$35K -794 -10%
CB
859
CNB Bank
Pennsylvania
$353K -$54.4K -1,234 -14%
CGL
860
Clarius Group LLC
Washington
$351K +$10.3K +234 +3%
JT
861
Jump Trading
Illinois
$351K +$326K +7,387 New
OPS
862
Orion Portfolio Solutions
Nebraska
$347K +$322K +7,294 New
CG
863
Caprock Group
Idaho
$346K -$111K -2,525 -26%
MAM
864
Meeder Asset Management
Ohio
$343K +$33.4K +757 +12%
CAC
865
Cowen and Company
New York
$343K +$318K +7,215 New
RIM
866
Regent Investment Management
Kentucky
$341K -$597K -13,550 -65%
CFA
867
Carroll Financial Associates
North Carolina
$338K +$101K +2,289 +47%
GTCM
868
Gyon Technologies Capital Management
New Jersey
$338K +$313K +7,104 New
NSB
869
Norway Savings Bank
Maine
$337K -$8.82K -200 -3%
LC
870
Lincoln Capital
Nebraska
$337K – – –
GIP
871
Greatmark Investment Partners
Georgia
$333K – – –
SBSB
872
Sullivan, Bruyette, Speros & Blaney
Virginia
$332K +$1.32K +30 +0.4%
FMLI
873
Fukoku Mutual Life Insurance
Japan
$331K +$44.1K +1,000 +17%
CA
874
Capital Advantage
California
$330K -$5.55K -126 -2%
OCG
875
Opus Capital Group
Ohio
$330K – – –
33 34
35
36 37