We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
951
SageView Advisory Group
California
$1.96M -$280K -3,065 -13%
GC
952
Guggenheim Capital
Illinois
$1.96M +$273K +2,998 +16%
RA
953
RiverPark Advisors
New York
$1.94M +$24.8K +272 +1%
WPC
954
Wedmont Private Capital
Pennsylvania
$1.93M -$14.6K -160 -0.8%
BPCE
955
Bank Pictet & Cie (Europe)
Germany
$1.92M +$46.1K +505 +2%
CPC
956
Cookson Peirce & Co
Pennsylvania
$1.92M +$99.2K +1,088 +6%
JWCA
957
J.W. Cole Advisors
Florida
$1.92M +$1.9M +20,808 New
MA
958
Modus Advisors
Minnesota
$1.9M -$75.4K -827 -4%
RFC
959
Regions Financial Corp
Alabama
$1.89M -$23.9K -262 -1%
CFM
960
Catalyst Funds Management
Australia
$1.89M +$1.86M +20,450 New
SI
961
Stephens Inc
Arkansas
$1.89M -$2.92M -32,058 -61%
TW
962
TritonPoint Wealth
Maryland
$1.87M +$1.62M +17,727 +685%
CBA
963
Coastal Bridge Advisors
Connecticut
$1.87M +$1.85M +20,281 New
CRM
964
Cramer Rosenthal McGlynn
Connecticut
$1.87M -$27.4K -300 -1%
RBWA
965
RFG - Bristol Wealth Advisors
Massachusetts
$1.87M -$7.93K -87 -0.4%
SWP
966
Strategic Wealth Partners
Ohio
$1.87M -$1.35M -14,798 -42%
IFO
967
Intrepid Family Office
Florida
$1.85M +$912K +10,000 +100%
PAM
968
Paradigm Asset Management
New York
$1.84M +$579K +6,350 +47%
VIA
969
Virtus Investment Advisers
Connecticut
$1.83M +$143K +1,563 +9%
MC
970
Moors & Cabot
Massachusetts
$1.83M -$45.7K -501 -2%
BIM
971
Bridges Investment Management
Nebraska
$1.82M +$335K +3,676 +23%
F8IS
972
Figure 8 Investment Strategies
Idaho
$1.82M +$215K +2,362 +14%
SC
973
Stance Capital
Massachusetts
$1.81M +$1.76M +19,256 +4,814%
BLC
974
Brown, Lisle/Cummings
Rhode Island
$1.81M +$1.19K +13 +0.1%
NB
975
NBT Bank
New York
$1.81M -$23.4K -257 -1%
37 38
39
40 41