We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Columbia Asset Management
Michigan
$700K +$120K +2,096 +21%
RHBC
402
R.H. Bluestein & Co
Michigan
$692K – – –
BGA
403
Belmont Global Advisors
Texas
$692K +$688K +12,000 New
QIM
404
Quantitative Investment Management
Virginia
$692K +$688K +12,000 New
JWS
405
Juncture Wealth Strategies
Arizona
$688K -$696K -12,146 -50%
BFO
406
Boston Family Office
Massachusetts
$674K -$27.5K -480 -4%
HAG
407
HighPoint Advisor Group
Illinois
$670K +$651K +11,349 New
SIA
408
Stancorp Investment Advisers
Oregon
$663K -$437K -7,630 -40%
CS
409
Credential Securities
$659K +$37.3K +650 +6%
LH
410
Lebenthal Holdings
New York
$659K +$124K +2,169 +23%
CAS
411
Cue Advisory Services
Arizona
$655K +$40.5K +707 +7%
SAM
412
Strategy Asset Managers
California
$654K +$85.1K +1,484 +15%
GF
413
Gabelli Funds
New York
$650K – – –
BA
414
BlackRock Advisors
Delaware
$645K – – –
TAM
415
Tocqueville Asset Management
New York
$640K +$23.5K +410 +4%
GWCM
416
Godshalk Welsh Capital Management
Pennsylvania
$635K +$68.8K +1,200 +12%
BAC
417
Boys Arnold & Co
North Carolina
$632K -$4.59K -80 -0.7%
PFC
418
Poplar Forest Capital
California
$630K – – –
EFS
419
Essex Financial Services
Connecticut
$629K -$128K -2,233 -17%
Loomis, Sayles & Company
420
Loomis, Sayles & Company
Massachusetts
$629K +$13.4K +233 +2%
PGFC
421
Peapack-Gladstone Financial Corp
New Jersey
$628K +$12.6K +220 +2%
PCM
422
Perkins Capital Management
Minnesota
$623K – – –
SHA
423
Smith Hayes Advisers
Nebraska
$620K +$353K +6,163 +135%
HPBT
424
High Point Bank & Trust
North Carolina
$609K – – –
DWA
425
Douglass Winthrop Advisors
New York
$609K +$605K +10,557 New