We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
1076
Cohen Klingenstein
New York
$267K – – –
PTC
1077
Private Trust Company
Ohio
$266K -$2.14K -30 -0.8%
9WM
1078
9258 Wealth Management
Ohio
$266K +$10.7K +150 +4%
CRC
1079
Curi RMB Capital
Illinois
$265K +$58.9K +825 +29%
EB
1080
Eastern Bank
Massachusetts
$264K -$18.4K -257 -7%
WAM
1081
WNY Asset Management
New York
$264K – – –
PFGIA
1082
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$2.5K +35 +1%
KFC
1083
Klingenstein Fields & Co
New York
$263K – – –
VCG
1084
Vantage Consulting Group
Virginia
$263K +$11.2K +157 +5%
CIA
1085
Capital Investment Advisors
Georgia
$261K +$714 +10 +0.3%
CFG
1086
CKW Financial Group
Hawaii
$260K – – –
SIC
1087
Sigma Investment Counselors
Michigan
$260K – – –
KA
1088
Klingman & Associates
New York
$258K +$1.36K +19 +0.5%
CIC
1089
Crawford Investment Counsel
Georgia
$257K +$8.93K +125 +4%
MS
1090
Maven Securities
Jersey
$256K -$192K -2,693 -43%
SYBT
1091
Stock Yards Bank & Trust
Kentucky
$254K – – –
QIM
1092
Quantitative Investment Management
Virginia
$254K +$249K +3,490 New
QTM
1093
qPULA Trading Management
New York
$254K +$249K +3,491 New
LCM
1094
LCM Capital Management
Illinois
$253K -$9.86K -138 -4%
CWC
1095
Carolinas Wealth Consulting
North Carolina
$252K -$76.4K -1,070 -24%
FANJ
1096
Financial Architects (New Jersey)
New Jersey
$252K -$2K -28 -0.8%
BO
1097
BRR OpCo
Ohio
$252K +$7.43K +104 +3%
MCM
1098
Manchester Capital Management
Vermont
$251K -$136K -1,911 -36%
LWIC
1099
Leith Wheeler Investment Counsel
British Columbia, Canada
$251K -$21.9K -306 -8%
CIP
1100
Convergence Investment Partners
Florida
$250K -$48.5K -679 -17%
42 43
44
45 46