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Name Holding Trade Value Shares
Change
Change in
Stake
CB
876
Community Bank
New York
$13K
KLWA
877
Kelly Lawrence W & Associates
California
$13K
BAM
878
Bruderman Asset Management
New York
$13K +$72 +3 +0.6%
CLOS
879
Compagnie Lombard Odier SCmA
Switzerland
$13K +$2.61K +108 +27%
AWM
880
Aevitas Wealth Management
Massachusetts
$13K +$12.1K +500 New
NSB
881
Norway Savings Bank
Maine
$12K -$5.63K -233 -33%
PS
882
Portfolio Strategies
New York
$12K
OWA
883
One Wealth Advisors
California
$12K +$3.89K +161 +52%
WC
884
Whitney & Co
New York
$11K +$10.8K +449 New
AAP
885
Arax Advisory Partners
Colorado
$10K -$10.3K -427 -52%
LF
886
Lee Financial
Texas
$10K -$9.52K -394 -51%
ClearBridge Investments
887
ClearBridge Investments
New York
$10K
JWA
888
JFS Wealth Advisors
Pennsylvania
$10K
RBC
889
Roble Belko & Company
Pennsylvania
$10K
RFM
890
Royal Fund Management
Florida
$10K +$24 +1 +0.3%
FIA
891
FNY Investment Advisers
New York
$10K +$1.62K +67 +20%
CJA
892
C-J Advisory
California
$9K
TF
893
Tompkins Financial
New York
$9K
ICM
894
IMS Capital Management
Oregon
$9K +$8.12K +336 New
MWPCG
895
Measured Wealth Private Client Group
New Hampshire
$9K +$9.4K +389 New
DAM
896
Delta Asset Management
Tennessee
$8K
GI
897
Gradient Investments
Minnesota
$8K
LYV
898
Live Your Vision
Pennsylvania
$8K
TFA
899
Toth Financial Advisory
Virginia
$8K
BRC
900
Bell Rock Capital
Delaware
$8K +$48 +2 +0.6%