Charles Schwab Corp/The
(808513105)
Funds Reporting Holdings of Charles Schwab Corp/The according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Dodge & COX | 83,249,245 | $3,345,787k | Jun 30, 2019 | Aug 13, 2019 | |
GS Investments Inc | 50,835 | $2,043,059k | Jun 30, 2019 | Aug 9, 2019 | |
Edgewood Management LLC | 22,116,063 | $888,845k | Jun 30, 2019 | Aug 12, 2019 | |
Route One Investment Company LP | 12,095,293 | $486,110k | Jun 30, 2019 | Aug 14, 2019 | |
Ruane Cunniff & Goldfarb LP | 8,760,150 | $352,070k | Jun 30, 2019 | Aug 14, 2019 | |
Jackson Square Partners LLC | 8,548,768 | $343,574k | Jun 30, 2019 | Aug 14, 2019 | |
Sands Capital Management LLC | 6,929,970 | $278,515k | Jun 30, 2019 | Aug 14, 2019 | |
Investec Asset Management Limited | 6,885,579 | $276,731k | Jun 30, 2019 | Jul 30, 2019 | |
Eminence Capital LP | 5,219,005 | $209,752k | Jun 30, 2019 | Aug 14, 2019 | |
Provident Trust Company | 4,308,929 | $173,176k | Jun 30, 2019 | Aug 1, 2019 | |
HS Management Partners LLC | 3,753,465 | $150,852k | Jun 30, 2019 | Aug 13, 2019 | |
Brave Warrior Advisors LLC | 3,404,870 | $136,842k | Jun 30, 2019 | Aug 14, 2019 | |
ECHO Street Capital Management LLC | 1,855,211 | $74,561k | Jun 30, 2019 | Aug 14, 2019 | |
Nuance Investments LLC | 1,827,717 | $73,456k | Jun 30, 2019 | Aug 12, 2019 | |
Park Presidio Capital LLC | 1,681,500 | $67,579k | Jun 30, 2019 | Aug 14, 2019 | |
Allen Investment Management LLC | 1,652,207 | $66,402k | Jun 30, 2019 | Aug 12, 2019 | |
Weitz Investment Management Inc | 1,429,300 | $57,444k | Jun 30, 2019 | Aug 8, 2019 | |
Ensemble Capital Management LLC | 1,195,781 | $48,058k | Jun 30, 2019 | Aug 14, 2019 | |
Mairs and Power Inc | 1,193,791 | $47,978k | Jun 30, 2019 | Aug 14, 2019 | |
AMI Asset Management Corp | 1,190,850 | $47,861k | Jun 30, 2019 | Aug 5, 2019 | |
The London Company of Virginia LLC | 1,103,190 | $44,337k | Jun 30, 2019 | Aug 14, 2019 | |
Brandywine Global Investment Management LLC | 1,077,018 | $43,286k | Jun 30, 2019 | Aug 14, 2019 | |
Bowen Hanes & Co Inc | 990,976 | $39,827k | Jun 30, 2019 | Aug 13, 2019 | |
Zevenbergen Capital Investments LLC | 920,900 | $37,011k | Jun 30, 2019 | Aug 13, 2019 | |
Sadoff Investment Management LLC | 920,335 | $36,988k | Jun 30, 2019 | Aug 7, 2019 | |
Cambiar Investors LLC | 909,205 | $36,541k | Jun 30, 2019 | Jul 25, 2019 | |
YCG LLC | 862,047 | $34,782k | Jun 30, 2019 | Jul 23, 2019 | |
Morningstar Investment Services LLC | 807,278 | $32,444k | Jun 30, 2019 | Aug 13, 2019 | |
Nikko Asset Management Americas Inc | 797,838 | $32,065k | Jun 30, 2019 | Jul 29, 2019 | |
Madison Investment Holdings Inc | 686,002 | $27,570k | Jun 30, 2019 | Aug 13, 2019 | |
Schwartz Investment Counsel Inc | 630,000 | $25,320k | Jun 30, 2019 | Jul 24, 2019 | |
Peregrine Capital Management LLC | 603,996 | $24,275k | Jun 30, 2019 | Jul 18, 2019 | |
Gillespie Robinson & Grimm Inc | 569,594 | $22,892k | Jun 30, 2019 | Jul 22, 2019 | |
Bowie Capital Management LLC | 550,000 | $22,105k | Call | Jun 30, 2019 | Aug 9, 2019 |
Confluence Investment Management LLC | 490,417 | $19,710k | Jun 30, 2019 | Jul 24, 2019 | |
Clarkston Capital Partners LLC | 479,129 | $19,256k | Jun 30, 2019 | Jul 24, 2019 | |
Douglas Lane & Associates LLC | 471,761 | $18,960k | Jun 30, 2019 | Jul 8, 2019 | |
Aureus Asset Management LLC | 441,823 | $17,757k | Jun 30, 2019 | Aug 14, 2019 | |
Montag & Caldwell LLC | 434,015 | $17,443k | Jun 30, 2019 | Aug 1, 2019 | |
Torray LLC | 422,228 | $16,969k | Jun 30, 2019 | Aug 8, 2019 | |
Eagle Ridge Investment Management LLC | 417,156 | $16,765k | Jun 30, 2019 | Aug 1, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 406,837 | $16,351k | Jun 30, 2019 | Aug 14, 2019 | |
Stack Financial Management Inc | 400,782 | $16,107k | Jun 30, 2019 | Jul 30, 2019 | |
Soapstone Management LP | 400,000 | $16,076k | Jun 30, 2019 | Aug 14, 2019 | |
Courant Investment Management LLC | 332,000 | $13,343k | Jun 30, 2019 | Jul 24, 2019 | |
Bridgewater Associates LP | 331,431 | $13,320k | Jun 30, 2019 | Aug 13, 2019 | |
Tocqueville Asset Management LP | 313,914 | $12,616k | Jun 30, 2019 | Jul 31, 2019 | |
Wafra Inc | 298,924 | $12,014k | Jun 30, 2019 | Aug 14, 2019 | |
Winslow Asset Management Inc | 297,963 | $11,975k | Jun 30, 2019 | Jul 29, 2019 | |
Premier Asset Management LLC | 286,828 | $11,527k | Jun 30, 2019 | Aug 7, 2019 | |
FORT PITT Capital Group LLC | 278,216 | $11,181k | Jun 30, 2019 | Aug 9, 2019 | |
East Coast Asset Management LLC | 272,325 | $10,945k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Inc | 268,733 | $10,800k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 268,733 | $10,800k | Jun 30, 2019 | Aug 14, 2019 | |
Baker Avenue Asset Management LP | 260,857 | $10,483k | Jun 30, 2019 | Aug 14, 2019 | |
Thornburg Investment Management Inc | 256,587 | $10,312k | Jun 30, 2019 | Aug 6, 2019 | |
First Manhattan Co | 246,439 | $9,904k | Jun 30, 2019 | Aug 16, 2019 | |
Karpas Strategies LLC | 239,045 | $9,607k | Jun 30, 2019 | Jul 25, 2019 | |
Cohen Capital Management Inc | 234,476 | $9,424k | Jun 30, 2019 | Aug 7, 2019 | |
Pacific Heights Asset Management LLC | 210,000 | $8,440k | Jun 30, 2019 | Jul 23, 2019 | |
Private Wealth Partners LLC | 204,319 | $8,212k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 204,319 | $8,212k | Jun 30, 2019 | Aug 6, 2019 | |
Rossmore Private Capital LLC | 193,000 | $7,757k | Jun 30, 2019 | Aug 5, 2019 | |
Asset Advisors Investment Management LLC | 180,940 | $7,272k | Jun 30, 2019 | Jul 25, 2019 | |
Steel Canyon Capital LLC | 174,413 | $7,010k | Jun 30, 2019 | Aug 14, 2019 | |
Mcguire Investment Group LLC | 166,674 | $6,699k | Jun 30, 2019 | Jul 25, 2019 | |
Cobiz Wealth LLC | 165,347 | $6,645k | Jun 30, 2019 | Jul 8, 2019 | |
Heartland Advisors Inc | 158,285 | $6,361k | Jun 30, 2019 | Aug 8, 2019 | |
Gabelli Funds LLC | 155,000 | $6,229k | Jun 30, 2019 | Aug 2, 2019 | |
Cadinha & Co LLC | 149,442 | $6,006k | Jun 30, 2019 | Aug 9, 2019 | |
West Coast Financial LLC | 148,514 | $5,969k | Jun 30, 2019 | Jul 16, 2019 | |
Arbor Wealth Management LLC | 145,915 | $5,864k | Jun 30, 2019 | Jul 16, 2019 | |
Riverpark Capital Management LLC | 143,406 | $5,763k | Jun 30, 2019 | Aug 13, 2019 | |
American Research & Management Company | 139,012 | $5,587k | Jun 30, 2019 | Jul 18, 2019 | |
Pacer Advisors Inc | 114,953 | $4,620k | Jun 30, 2019 | Aug 12, 2019 | |
Spark Investment Management LLC | 113,800 | $4,573k | Jun 30, 2019 | Aug 12, 2019 | |
Elgethun Capital Management | 113,250 | $4,552k | Jun 30, 2019 | Aug 8, 2019 | |
Alexandria Capital LLC | 110,345 | $4,435k | Jun 30, 2019 | Aug 12, 2019 | |
Oxbow Advisors LLC | 109,605 | $4,405k | Jun 30, 2019 | Aug 7, 2019 | |
SVA Plumb Wealth Management LLC | 109,126 | $4,386k | Jun 30, 2019 | Aug 13, 2019 | |
Bingham Osborn & Scarborough LLC | 100,183 | $4,026k | Jun 30, 2019 | Aug 2, 2019 | |
CWH Capital Management Inc | 98,707 | $3,967k | Jun 30, 2019 | Aug 14, 2019 | |
Wedgewood Partners Inc | 98,400 | $3,954k | Jun 30, 2019 | Aug 14, 2019 | |
Progressive Investment Management Corporation | 96,723 | $3,887k | Jun 30, 2019 | Aug 12, 2019 | |
Hudson WAY Capital Management LLC | 96,360 | $3,873k | Jun 30, 2019 | Aug 14, 2019 | |
Addenda Capital Inc | 95,437 | $3,835k | Jun 30, 2019 | Jul 12, 2019 | |
Hamilton Point Investment Advisors LLC | 94,467 | $3,797k | Jun 30, 2019 | Jul 18, 2019 | |
Mitchell Capital Management Co | 94,351 | $3,792k | Jun 30, 2019 | Jul 24, 2019 | |
Grassi Investment Management LLC | 88,777 | $3,568k | Jun 30, 2019 | Jul 10, 2019 | |
SAND Hill Global Advisors LLC | 88,533 | $3,558k | Jun 30, 2019 | Aug 13, 2019 | |
Spearhead Capital Advisors LLC | 86,141 | $3,462k | Jun 30, 2019 | Jul 17, 2019 | |
Otter Creek Advisors LLC | 85,824 | $3,449k | Jun 30, 2019 | Aug 14, 2019 | |
American Money Management LLC | 80,362 | $3,230k | Jun 30, 2019 | Aug 12, 2019 | |
Marco Investment Management LLC | 78,424 | $3,152k | Jun 30, 2019 | Aug 6, 2019 | |
Sentry Investment Management LLC | 70,733 | $2,843k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 70,733 | $2,843k | Jun 30, 2019 | Aug 12, 2019 | |
Gibraltar Capital Management Inc | 70,144 | $2,819k | Jun 30, 2019 | Jul 17, 2019 | |
Seabridge Investment Advisors LLC | 70,000 | $2,813k | Jun 30, 2019 | Jul 18, 2019 | |
Covey Capital Advisors LLC | 68,198 | $2,741k | Jun 30, 2019 | Aug 8, 2019 | |
Global Endowment Management LP | 62,810 | $2,523k | Jun 30, 2019 | Aug 12, 2019 | |
Hoylecohen LLC | 57,226 | $2,300k | Jun 30, 2019 | Aug 9, 2019 | |
Main Street Research LLC | 56,534 | $2,272k | Jun 30, 2019 | Aug 8, 2019 | |
Second Curve Capital LLC | 56,100 | $2,255k | Jun 30, 2019 | Aug 14, 2019 | |
Aurora Investment Counsel | 52,023 | $2,248k | Jun 30, 2019 | Aug 6, 2019 | |
FSI Group LLC | 50,000 | $2,010k | Jun 30, 2019 | Jul 25, 2019 | |
Riverpark Advisors LLC | 48,409 | $1,946k | Jun 30, 2019 | Aug 13, 2019 | |
MRAZ Amerine & Associates Inc | 47,335 | $1,902k | Jun 30, 2019 | Aug 2, 2019 | |
Marietta Wealth Management LLC | 44,808 | $1,801k | Jun 30, 2019 | Aug 14, 2019 | |
Lejeune Puetz Investment Counsel | 44,292 | $1,780k | Jun 30, 2019 | Jul 29, 2019 | |
Cornerstone Advisors Inc | 39,700 | $1,698k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Advisors LLC | 39,700 | $1,698k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Investment Advisors LLC | 39,700 | $1,698k | Mar 31, 2019 | May 13, 2019 | |
West Oak Capital LLC | 41,650 | $1,674k | Jun 30, 2019 | Jul 12, 2019 | |
Colonial Trust Advisors Inc | 40,652 | $1,634k | Jun 30, 2019 | Aug 21, 2019 | |
Chesley TAFT & Associates LLC | 39,005 | $1,568k | Jun 30, 2019 | Jul 10, 2019 | |
SOL Capital Management Co | 36,226 | $1,456k | Jun 30, 2019 | Jul 17, 2019 | |
Mengis Capital Management Inc | 35,125 | $1,411k | Jun 30, 2019 | Jul 18, 2019 | |
Yacktman Asset Management LP | 34,700 | $1,395k | Jun 30, 2019 | Aug 2, 2019 | |
Pettee Investors Inc | 34,278 | $1,378k | Jun 30, 2019 | Aug 7, 2019 | |
Pinkerton Retirement Specialists LLC | 33,982 | $1,366k | Jun 30, 2019 | Aug 6, 2019 | |
COE Capital Management LLC | 33,040 | $1,328k | Jun 30, 2019 | Aug 14, 2019 | |
Ancora Family Wealth Advisors LLC | 41,485 | $1,310k | Sep 30, 2016 | Nov 4, 2016 | |
BRAY Capital Advisors LLC | 32,565 | $1,309k | Jun 30, 2019 | Jul 29, 2019 | |
Liberty Capital Management Inc | 31,738 | $1,276k | Jun 30, 2019 | Jul 15, 2019 | |
Northwest Investment Counselors LLC | 31,261 | $1,256k | Jun 30, 2019 | Jul 25, 2019 | |
Harbour Capital Advisors LLC | 31,048 | $1,248k | Jun 30, 2019 | Jul 10, 2019 | |
Signature Financial Management Inc | 29,934 | $1,243k | Dec 31, 2018 | Feb 13, 2019 | |
North Star Investment Management Corporation | 29,729 | $1,195k | Jun 30, 2019 | Jul 15, 2019 | |
Thompson Investment Management Inc | 28,591 | $1,149k | Jun 30, 2019 | Aug 7, 2019 | |
Brown Capital Management LLC | 28,355 | $1,140k | Jun 30, 2019 | Aug 13, 2019 | |
Clinton Group Inc | 23,134 | $1,137k | Sep 30, 2018 | Oct 10, 2018 | |
GHP Investment Advisors Inc | 24,696 | $993k | Jun 30, 2019 | Aug 2, 2019 | |
Motley FOOL Asset Management LLC | 23,369 | $939k | Jun 30, 2019 | Aug 14, 2019 | |
Regent Investment Management LLC | 23,025 | $925k | Jun 30, 2019 | Jul 15, 2019 | |
Chickasaw Capital Management LLC | 22,620 | $909k | Jun 30, 2019 | Jul 15, 2019 | |
ODEY Asset Management LLP | 21,600 | $868k | Jun 30, 2019 | Aug 14, 2019 | |
American National Registered Investment Advisor Inc | 21,005 | $844k | Jun 30, 2019 | Aug 5, 2019 | |
Glacier Peak Capital LLC | 20,204 | $812k | Jun 30, 2019 | Aug 12, 2019 | |
QS Investors LLC | 18,878 | $759k | Jun 30, 2019 | Aug 14, 2019 | |
Dupont Capital Management Corp | 18,656 | $750k | Jun 30, 2019 | Jul 30, 2019 | |
Strategic Capital Advisers Inc | 18,400 | $739k | Jun 30, 2019 | Jul 30, 2019 | |
Interval Partners LP | 17,732 | $713k | Jun 30, 2019 | Aug 12, 2019 | |
Gyroscope Capital Management Group LLC | 17,061 | $697k | Jun 30, 2019 | Jul 11, 2019 | |
Boston Common Asset Management LLC | 17,295 | $695k | Jun 30, 2019 | Jul 26, 2019 | |
Neumann Capital Management LLC | 17,111 | $688k | Jun 30, 2019 | Jul 25, 2019 | |
Hamel Associates Inc | 15,900 | $639k | Jun 30, 2019 | Aug 5, 2019 | |
Summit Asset Management LLC | 15,850 | $637k | Jun 30, 2019 | Aug 7, 2019 | |
Uncommon Cents Investing LLC | 15,047 | $605k | Jun 30, 2019 | Jul 12, 2019 | |
OFI Advisors LLC | 20,984 | $599k | Sep 30, 2015 | Nov 16, 2015 | |
1919 Investment Counsel LLC | 19,755 | $581k | Sep 30, 2014 | Nov 14, 2014 | |
Fairview Capital Investment Management LLC | 13,983 | $561k | Jun 30, 2019 | Aug 14, 2019 | |
Harfst and Associates Inc | 13,161 | $528k | Jun 30, 2019 | Aug 14, 2019 | |
Osborne Partners Capital Management LLC | 12,900 | $518k | Jun 30, 2019 | Jul 18, 2019 | |
Brasada Capital Management LP | 12,617 | $510k | Jun 30, 2019 | Aug 7, 2019 | |
Capital Counsel LLC | 12,411 | $499k | Jun 30, 2019 | Jul 26, 2019 | |
HCR Wealth Advisors | 11,656 | $468k | Jun 30, 2019 | Jul 25, 2019 | |
LVW Advisors LLC | 11,606 | $466k | Jun 30, 2019 | Aug 14, 2019 | |
Davidson Investment Advisors Inc | 11,530 | $463k | Jun 30, 2019 | Aug 13, 2019 | |
ORCA Investment Management LLC | 11,256 | $452k | Jun 30, 2019 | Jul 17, 2019 | |
Oak Ridge Investments LLC | 11,187 | $450k | Jun 30, 2019 | Aug 14, 2019 | |
The Investment House LLC | 11,205 | $450k | Jun 30, 2019 | Aug 5, 2019 | |
Confluence Wealth Management LLC | 11,034 | $443k | Jun 30, 2019 | Aug 9, 2019 | |
Atalanta Sosnoff Capital LLC | 10,930 | $439k | Jun 30, 2019 | Jul 15, 2019 | |
Marietta Investment Partners LLC | 10,880 | $437k | Jun 30, 2019 | Aug 13, 2019 | |
Ironwood Investment Management LLC | 10,777 | $433k | Jun 30, 2019 | Aug 14, 2019 | |
Argus Investors' Counsel Inc | 10,400 | $418k | Jun 30, 2019 | Jul 10, 2019 | |
Bragg Financial Advisors Inc | 9,093 | $365k | Jun 30, 2019 | Aug 14, 2019 | |
Hennessy Advisors Inc | 9,000 | $362k | Jun 30, 2019 | Jul 11, 2019 | |
DB Root & Company LLC | 9,028 | $362k | Jun 30, 2019 | Jul 19, 2019 | |
Nottingham Advisors Inc | 8,810 | $354k | Jun 30, 2019 | Jul 17, 2019 | |
Gator Capital Management LLC | 8,250 | $343k | Dec 31, 2018 | Jan 31, 2019 | |
Highland Capital Management LLC | 8,335 | $335k | Jun 30, 2019 | Jul 29, 2019 | |
Acadian Asset Management LLC | 8,045 | $323k | Jun 30, 2019 | Aug 8, 2019 | |
Quadrant Capital Management LLC | 7,881 | $317k | Jun 30, 2019 | Aug 8, 2019 | |
SWS Partners LLC | 7,381 | $306k | Jun 30, 2019 | Aug 13, 2019 | |
Granite Group Advisors LLC | 7,400 | $297k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 7,400 | $297k | Jun 30, 2019 | Jul 23, 2019 | |
Strategic Advisors LLC | 7,339 | $294k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 7,339 | $294k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 7,339 | $294k | Jun 30, 2019 | Jul 22, 2019 | |
Apriem Advisors | 7,142 | $287k | Jun 30, 2019 | Aug 14, 2019 | |
Greatmark Investment Partners Inc | 7,000 | $281k | Jun 30, 2019 | Aug 5, 2019 | |
Blue CHIP Wealth Management Inc | 6,762 | $272k | Jun 30, 2019 | Aug 13, 2019 | |
Wespac Advisors Socal LLC | 6,622 | $266k | Jun 30, 2019 | Jul 30, 2019 | |
Vestor Capital LLC | 6,542 | $263k | Jun 30, 2019 | Aug 6, 2019 | |
Malaga COVE Capital LLC | 6,234 | $251k | Jun 30, 2019 | Aug 14, 2019 | |
Evermay Wealth Management LLC | 6,230 | $250k | Jun 30, 2019 | Jul 23, 2019 | |
Traynor Capital Management Inc | 6,059 | $246k | Jun 30, 2019 | Jul 26, 2019 | |
Sheets Smith Wealth Management | 5,989 | $241k | Jun 30, 2019 | Jul 12, 2019 | |
Caxton Associates LP | 5,999 | $241k | Jun 30, 2019 | Aug 14, 2019 | |
BTR Capital Management Inc | 5,887 | $237k | Jun 30, 2019 | Jul 18, 2019 | |
Campbell & Company Investment Adviser LLC | 5,895 | $237k | Jun 30, 2019 | Jul 10, 2019 | |
Quest Investment Management LLC | 5,750 | $231k | Jun 30, 2019 | Aug 13, 2019 | |
SRB Corporation | 5,743 | $231k | Jun 30, 2019 | Aug 14, 2019 | |
Abbrea Capital LLC | 5,565 | $224k | Jun 30, 2019 | Jul 31, 2019 | |
Mirador Capital Partners LP | 5,549 | $223k | Jun 30, 2019 | Aug 6, 2019 | |
SFMG LLC | 5,035 | $222k | Jun 30, 2019 | Aug 5, 2019 | |
CI Global Investments Inc | 4,152 | $204k | Sep 30, 2018 | Nov 9, 2018 | |
Clear Perspective Advisors LLC | 5,024 | $202k | Jun 30, 2019 | Aug 12, 2019 | |
Payden & Rygel | 2,633 | $106k | Jun 30, 2019 | Aug 6, 2019 | |
Prelude Capital Management LLC | 2,400 | $96k | Call | Jun 30, 2019 | Aug 14, 2019 |
Monetary Management Group Inc | 1,350 | $54k | Jun 30, 2019 | Aug 13, 2019 | |
Clearbridge Investments LLC | 1,096 | $46k | Dec 31, 2018 | Feb 14, 2019 | |
Spectrum Management Group Inc | 741 | $30k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 741 | $30k | Jun 30, 2019 | Aug 2, 2019 | |
Maryland Capital Management LLC | 600 | $24k | Jun 30, 2019 | Aug 13, 2019 | |
Northstar Asset Management Inc | 290 | $12k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management LLC | 290 | $12k | Jun 30, 2019 | Jul 16, 2019 | |
RPG Investment Advisory LLC | 200 | $8k | Jun 30, 2019 | Jul 10, 2019 | |
Spinnaker Investment Group LLC | 220 | $8k | Jun 30, 2019 | Jul 11, 2019 | |
The Fiduciary Group LLC | 87 | $3k | Jun 30, 2019 | Aug 14, 2019 |