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Name Holding Trade Value Shares
Change
Change in
Stake
WC
676
Whitnell & Co
Illinois
$10K +$10.5K +201 New
ANBT
677
American National Bank & Trust
Texas
$10K +$11.1K +214 New
LIM
678
Lagoda Investment Management
New York
$9K -$1.25K -24 -11%
MCM
679
MV Capital Management
Maryland
$9K – – –
JG
680
Jefferies Group
New York
$8K -$2.18M -41,938 -100%
DOA
681
D'Orazio & Associates
Virginia
$8K – – –
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
RFA
683
Reilly Financial Advisors
California
$7K – – –
TIM
684
Tortoise Investment Management
New York
$7K – – –
RWM
685
Raffa Wealth Management
District of Columbia
$6.46K – – –
BCM
686
Brookstone Capital Management
Illinois
$6K -$70K -1,345 -92%
AIP
687
Ameritas Investment Partners
Nebraska
$6K – – –
CA
688
CapWealth Advisors
Tennessee
$6K – – –
PFO
689
Pathstone Family Office
New Jersey
$6K – – –
JFA
690
JNBA Financial Advisors
Minnesota
$5K – – –
LWA
691
Lenox Wealth Advisors
New York
$5K – – –
WOC
692
West Oak Capital
California
$4.23K – – –
AF
693
Arrow Financial
New York
$4K -$4.16K -80 -50%
APSP
694
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
GI
695
Gradient Investments
Minnesota
$4K – – –
AAM
696
American Asset Management
Florida
$4K +$4.79K +92 New
TCM
697
Tradewinds Capital Management
Washington
$3K – – –
Carson Wealth (CWM LLC)
698
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.02K +58 New
MFBTD
699
MB Financial Bank - Trust Department
Illinois
$2K – – –
FAM
700
Formidable Asset Management
Ohio
$2K +$2.65K +51 New