We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
1101
Douglas Lane & Associates
New York
$246K -$16.1K -228 -6%
SIM
1102
Sonora Investment Management
Arizona
$246K – – –
BFA
1103
Beaumont Financial Advisors
Massachusetts
$246K +$3.54K +50 +2%
BO
1104
BRR OpCo
Ohio
$245K -$98.1K -1,386 -29%
BAM
1105
Boyar Asset Management
New York
$244K – – –
MCM
1106
Maryland Capital Management
Maryland
$244K +$237K +3,350 New
IF
1107
Intrua Financial
Texas
$243K – – –
SAS
1108
Stelac Advisory Services
New York
$241K -$519K -7,331 -69%
EAM
1109
Evanson Asset Management
California
$241K +$2.9K +41 +1%
PVH
1110
Psagot Value Holdings
Israel
$240K – – –
EFS
1111
Essex Financial Services
Connecticut
$239K +$232K +3,282 New
TTWM
1112
TCV Trust & Wealth Management
Virginia
$237K – – –
JCM
1113
Jacobi Capital Management
Pennsylvania
$237K +$183K +2,586 +386%
VV
1114
Verity & Verity
South Carolina
$236K – – –
MF
1115
Magnetar Financial
Illinois
$234K +$228K +3,220 New
BAM
1116
Brave Asset Management
New Jersey
$233K – – –
SC
1117
Savant Capital
Illinois
$233K +$5.17K +73 +2%
BJL
1118
Brighton Jones LLC
Washington
$233K +$6.86K +97 +3%
IUHSA
1119
Itau Unibanco Holding S.A.
Brazil
$233K +$226K +3,200 New
IIC
1120
Integrated Investment Consultants
Michigan
$231K -$24.5K -346 -10%
VC
1121
Veracity Capital
Georgia
$231K +$225K +3,174 New
WCM
1122
Wedge Capital Management
North Carolina
$230K -$19.5K -275 -8%
GIA
1123
Granite Investment Advisors
New Hampshire
$228K +$2.41K +34 +1%
FC
1124
Financial Consulate
Maryland
$226K – – –
LA
1125
LVW Advisors
New York
$226K +$220K +3,108 New
43 44
45
46 47