We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
901
Whitener Capital Management
North Carolina
$2.3M +$329K +3,608 +17%
DT
902
Diversified Trust
Tennessee
$2.28M +$72.8K +798 +3%
CAM
903
Columbia Asset Management
Michigan
$2.27M -$99.9K -1,096 -4%
AIC
904
Argus Investors Counsel
New York
$2.27M -$302K -3,309 -12%
CNC
905
Citizens & Northern Corp
Pennsylvania
$2.27M +$292K +3,197 +15%
UB
906
UMB Bank
Missouri
$2.25M -$54.5K -598 -2%
GP
907
Greenline Partners
New York
$2.25M – – –
CIA
908
Cape Investment Advisory
Georgia
$2.21M -$121K -1,323 -5%
VNA
909
Valley National Advisers
Pennsylvania
$2.21M -$30.5K -334 -1%
AL
910
Aspiriant LLC
California
$2.2M +$13.4K +147 +0.6%
QT
911
Quantbot Technologies
New York
$2.2M -$891K -9,771 -29%
EP
912
Edgestream Partners
New Jersey
$2.19M +$2.17M +23,747 New
RP
913
Riverwater Partners
Wisconsin
$2.16M +$156K +1,714 +8%
JWA
914
JFS Wealth Advisors
Pennsylvania
$2.16M -$57.6K -632 -3%
JFG
915
Jefferies Financial Group
New York
$2.15M +$203K +2,225 +11%
AWM
916
Aviso Wealth Management
Washington
$2.15M -$49.2K -540 -2%
SAI
917
Systematic Alpha Investments
New Jersey
$2.14M +$2.11M +23,141 New
IAS
918
Investment Advisory Services
Texas
$2.12M -$3.74K -41 -0.2%
TAM
919
Tealwood Asset Management
Minnesota
$2.11M -$8.48K -93 -0.4%
CHC
920
City Holding Co
West Virginia
$2.11M -$9.3K -102 -0.4%
SAM
921
Smartleaf Asset Management
Massachusetts
$2.11M – – –
KJHP
922
K.J. Harrison & Partners
Ontario, Canada
$2.1M – – –
CGF
923
Constant Guidance Financial
Massachusetts
$2.09M +$2.07M +22,663 New
CTA
924
Chesley Taft & Associates
Illinois
$2.09M -$54.5K -598 -3%
DIS
925
Diversified Investment Strategies
Louisiana
$2.09M – – –
35 36
37
38 39