We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1226
Halbert Hargrove Global Advisors
California
$545K +$265K +1,924 +95%
DT
1227
Diversified Trust
Tennessee
$544K -$1.36M -9,843 -71%
AIM
1228
Arcadia Investment Management
Michigan
$544K – – –
IWMPD
1229
Integrated Wealth Management (Palm Desert)
California
$541K +$541K +3,925 New
HCM
1230
Harvest Capital Management
New Hampshire
$536K -$33.1K -240 -6%
BEAM
1231
Baker Ellis Asset Management
Washington
$534K – – –
KCM
1232
Karp Capital Management
California
$532K +$49.5K +359 +10%
HA
1233
Hamel Associates
New Jersey
$528K -$70.1K -509 -12%
AIM
1234
Allen Investment Management
New York
$528K – – –
CCA
1235
Conestoga Capital Advisors
Pennsylvania
$527K -$49.5K -359 -9%
SC
1236
Searle & Co
Connecticut
$527K – – –
RIG
1237
Roosevelt Investment Group
New York
$525K +$108K +784 +26%
CNC
1238
Citizens & Northern Corp
Pennsylvania
$521K -$4.55K -33 -0.9%
MRCM
1239
M&R Capital Management
New Jersey
$520K -$26.3K -191 -5%
HCM
1240
Hollencrest Capital Management
California
$520K +$46.3K +336 +10%
PMG
1241
ProVise Management Group
Florida
$519K – – –
HCM
1242
Hutchinson Capital Management
California
$518K – – –
PAMG
1243
Patton Albertson Miller Group
Tennessee
$517K -$106K -770 -17%
CK
1244
Carnick & Kubik
Colorado
$512K -$90.7K -658 -15%
RCM
1245
Reynolds Capital Management
Nevada
$511K -$676K -4,903 -57%
EM
1246
Excalibur Management
Massachusetts
$511K -$42.8K -311 -8%
MWP
1247
Moller Wealth Partners
$506K – – –
PRCM
1248
Pine River Capital Management
Minnesota
$506K +$216K +1,569 +75%
SCM
1249
SOL Capital Management
Maryland
$505K +$4.13K +30 +0.8%
BCM
1250
Bluefin Capital Management
New York
$504K -$974K -7,072 -66%