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Name Holding Trade Value Shares
Change
Change in
Stake
CB
876
Community Bank
New York
$11K – – –
KLWA
877
Kelly Lawrence W & Associates
California
$11K – – –
PS
878
Portfolio Strategies
New York
$11K – – –
WF
879
WealthTrust Fairport
Ohio
$11K – – –
ClearBridge Investments
880
ClearBridge Investments
New York
$9K – – –
CLOS
881
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
IBOK
882
Independence Bank of Kentucky
Kentucky
$9K – – –
JWA
883
JFS Wealth Advisors
Pennsylvania
$9K – – –
RBC
884
Roble Belko & Company
Pennsylvania
$9K – – –
SMFS
885
Squar Milner Financial Services
California
$9K +$8.92K +400 New
CJA
886
C-J Advisory
California
$8K – – –
RFM
887
Royal Fund Management
Florida
$8K – – –
TF
888
Tompkins Financial
New York
$8K – – –
CFG
889
Citizens Financial Group
Rhode Island
$8K +$4.66K +209 +182%
RA
890
Rational Advisors
New York
$7K -$19.9K -894 -76%
GI
891
Gradient Investments
Minnesota
$7K -$6.67K -299 -48%
DAM
892
Delta Asset Management
Tennessee
$7K – – –
LYV
893
Live Your Vision
Pennsylvania
$7K – – –
TIM
894
Tortoise Investment Management
New York
$7K – – –
OWA
895
One Wealth Advisors
California
$7K +$22 +1 +0.3%
BRC
896
Bell Rock Capital
Delaware
$7K +$45 +2 +0.6%
TFA
897
Toth Financial Advisory
Virginia
$7K +$4.48K +201 +197%
FIA
898
FNY Investment Advisers
New York
$7K +$7.36K +330 New
CC
899
Claybrook Capital
Massachusetts
$6K -$6.69K -300 -53%
WWM
900
Willingdon Wealth Management
North Carolina
$6K -$5.17K -232 -46%