We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
951
Financial Gravity Asset Management
Texas
$58K +$62.5K +1,128 +5,371%
PC
952
Polar Capital
United Kingdom
$56.4K +$3.58M +64,670 +6%
SBL
953
Sargent Bickham Lagudis
Colorado
$55K +$55 +1 +0.1%
AF
954
Advisornet Financial
Minnesota
$53K -$125K -2,259 -68%
CT
955
Clearstead Trust
Maine
$53K +$57.8K +1,044 New
FC
956
Ferris Capital
Massachusetts
$51K – – –
FAM
957
Fred Alger Management
New York
$50K +$40.3K +727 +292%
SQA
958
Simon Quick Advisors
New Jersey
$49K -$61.6K -1,113 -53%
MCM
959
Manchester Capital Management
Vermont
$49K – – –
FHA
960
Flagship Harbor Advisors
Massachusetts
$47K +$51.4K +928 New
RAM
961
Riggs Asset Management
Pennsylvania
$46K – – –
PI
962
PineBridge Investments
New York
$46K +$34.1K +615 +217%
GRP
963
Global Retirement Partners
California
$41K -$27K -487 -37%
HT
964
Heritage Trust
Oklahoma
$41K – – –
PFGIA
965
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$39.2K +708 +814%
VCM
966
Vigilant Capital Management
Maine
$40K -$5.98K -108 -12%
AAP
967
Arax Advisory Partners
Colorado
$40K +$10.7K +193 +32%
SMG
968
Spectrum Management Group
Indiana
$38K – – –
IFAM
969
Institutional & Family Asset Management
Colorado
$35K -$609 -11 -2%
GFP
970
Gryphon Financial Partners
Ohio
$35K -$499 -9 -1%
MSA
971
Marino Stram & Associates
Massachusetts
$35K +$3.27K +59 +9%
NCM
972
Nelson Capital Management
California
$34K -$36K -650 -49%
TFO
973
Tarbox Family Office
California
$34K -$2.22K -40 -6%
JCM
974
Jacobi Capital Management
Pennsylvania
$34K +$5.54K +100 +18%
FMII
975
Farmers & Merchants Investments Inc
Nebraska
$34K +$14.4K +260 +63%
37 38
39
40 41