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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
801
Brown Brothers Harriman & Co
New York
$6K -$56K -1,014 -91%
LJHT
802
Laurie J. Hall Trustee
$6K +$4.97K +90 New
BWA
803
Burt Wealth Advisors
Maryland
$5K -$4.81K -87 -53%
PR
804
Payden & Rygel
California
$5K – – –
PCP
805
Proficio Capital Partners
Massachusetts
$5K +$1.1K +20 +30%
TFO
806
Tarbox Family Office
California
$5K +$3.04K +55 +204%
MWP
807
MYCIO Wealth Partners
Pennsylvania
$4K -$95.8K -1,735 -96%
TDC
808
Thompson Davis & Co
Virginia
$4K -$23.5K -426 -88%
HDIM
809
Hanson & Doremus Investment Management
Vermont
$4K – – –
CS
810
Credential Securities
$3.44K – – –
AWM
811
Avior Wealth Management
Nebraska
$3K – – –
DPA
812
Delphi Private Advisors
California
$3K – – –
NCA
813
NCM Capital Advisers
North Carolina
$2K – – –
JWA
814
JFS Wealth Advisors
Pennsylvania
$2K +$1.44K +26 New
SWA
815
Sutton Wealth Advisors
Florida
$1.38K +$1.22K +22 New
LWA
816
Lenox Wealth Advisors
New York
$1K – – –
MSFP
817
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
SAM
818
Shamrock Asset Management
Texas
$1K – – –
WCM
819
Wealthcare Capital Management
Virginia
$1K – – –
HI
820
Hudock Inc
Pennsylvania
$1K +$1.71K +31 New
RWM
821
Raffa Wealth Management
District of Columbia
$688 – – –
HI
822
Honeywell International
North Carolina
– -$41.4M -795,800 Closed
1832 Asset Management
823
1832 Asset Management
Ontario, Canada
– -$23.7M -453,038 Closed
CI Investments Inc
824
CI Investments Inc
Ontario, Canada
– -$18.7M -359,613 Closed
HCCM
825
Herring Creek Capital Management
Connecticut
– -$15.3M -293,402 Closed