We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1076
Monte Financial Group
Connecticut
$590K +$17.4K +237 +2%
CYG
1077
Clean Yield Group
Vermont
$586K -$11K -150 -1%
FNBT
1078
FineMark National Bank & Trust
Florida
$585K +$30.8K +421 +4%
FA
1079
Faithward Advisors
Pennsylvania
$581K -$84.1K -1,149 -9%
IBOK
1080
Independence Bank of Kentucky
Kentucky
$580K +$787K +10,750 +3,308%
VCM
1081
Violich Capital Management
California
$580K +$139K +1,900 +21%
MCI
1082
MRP Capital Investments
Georgia
$580K +$99.4K +1,358 +14%
PVH
1083
Psagot Value Holdings
Israel
$577K +$557K +7,600 +217%
CSC
1084
Cove Street Capital
California
$576K +$806K +11,000 New
XSC
1085
X-Square Capital
Puerto Rico
$574K +$802K +10,950 New
ZIG
1086
Zullo Investment Group
Pennsylvania
$573K +$226K +3,081 +39%
RGF
1087
Retirement Guys Formula
Ohio
$572K +$800K +10,924 New
LWAM
1088
Legacy Wealth Asset Management
Minnesota
$572K -$2.64K -36 -0.3%
PL
1089
Perpetual Ltd
Australia
$570K +$798K +10,891 New
LIM
1090
Leavell Investment Management
Alabama
$568K +$794K +10,847 New
1832 Asset Management
1091
1832 Asset Management
Ontario, Canada
$568K
KWM
1092
Kingsview Wealth Management
Oregon
$564K +$518K +7,073 +191%
SIM
1093
Sentry Investment Management
Wisconsin
$564K +$5.13K +70 +0.7%
IWA
1094
Intercontinental Wealth Advisors
Texas
$562K +$785K +10,725 New
HR
1095
Hardy Reed
Mississippi
$559K -$10.8K -147 -1%
IIM
1096
Intact Investment Management
Quebec, Canada
$555K -$234K -3,200 -23%
TFA
1097
Tranquilli Financial Advisor
New Jersey
$555K +$252K +3,447 +48%
ICG
1098
InterOcean Capital Group
Tennessee
$552K +$242K +3,300 +46%
MIM
1099
Moseley Investment Management
Florida
$552K +$4.39K +60 +0.6%
GLR
1100
Great Lakes Retirement
Ohio
$552K +$62.2K +850 +9%