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Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
926
Cypress Capital Management (Wyoming)
Wyoming
$45K +$42.3K +591 New
BAM
927
Barrett Asset Management
New York
$45K +$42.9K +600 New
KFS
928
Kelly Financial Services
Massachusetts
$41.2K
RA
929
Rational Advisors
New York
$41K -$133K -1,860 -78%
RWB
930
RMR Wealth Builders
New Jersey
$41K +$38.5K +539 New
PI
931
PineBridge Investments
New York
$40K -$15.8M -221,066 -100%
OIA
932
Optimum Investment Advisors
Illinois
$38K -$8.94K -125 -20%
KTC
933
Kistler-Tiffany Companies
Pennsylvania
$38K
RFA
934
Reilly Financial Advisors
California
$38K
VCM
935
Vigilant Capital Management
Maine
$38K +$35.7K +500 New
HFM
936
Harvest Fund Management
China
$38K +$35.8K +501 New
GFPC
937
Global Financial Private Client
Florida
$37.6K +$35.5K +497 New
IAS
938
IMA Advisory Services
Colorado
$35K
CCM
939
Covington Capital Management
California
$35K +$4.08K +57 +14%
AF
940
Allworth Financial
California
$35K +$10K +140 +43%
FHA
941
Flagship Harbor Advisors
Massachusetts
$33K -$7.79K -109 -20%
OSAM
942
O'Shaughnessy Asset Management
Connecticut
$32K +$30.4K +425 New
HPC
943
HM Payson & Co
Maine
$31K
TIM
944
Tortoise Investment Management
New York
$31K +$357 +5 +1%
CHA
945
Carmichael Hill & Associates
Maryland
$31K +$29K +406 New
ADL
946
Asset Dedication LLC
California
$30K
CB
947
Community Bank
New York
$30K
FRA
948
Front Row Advisors
California
$30K
SCM
949
Silvant Capital Management
Georgia
$30K
MRCM
950
M&R Capital Management
New Jersey
$30K +$28.6K +400 New